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IVPEF vs HDV: Dividend Comparison 2026

IVPEF yields 1.52% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $2.4K in total portfolio value
10 years
IVPEF
IVPEF
● Live price
1.52%
Share price
$131.21
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.9K
Annual income
$168.25
Full IVPEF calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — IVPEF vs HDV

📍 HDV pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodIVPEFHDV
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
📅

Dividend Calendar Overlap

Combined, IVPEF + HDV cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
IVPEF pays
HDV pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

IVPEF
Annual income on $10K today (after 15% tax)
$129.56/yr
After 10yr DRIP, annual income (after tax)
$143.01/yr
HDV
Annual income on $10K today (after 15% tax)
$247.92/yr
After 10yr DRIP, annual income (after tax)
$298.95/yr
At 15% tax rate, HDV beats the other by $155.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of IVPEF + HDV for your $10,000?

IVPEF: 50%HDV: 50%
100% HDV50/50100% IVPEF
Portfolio after 10yr
$23.1K
Annual income
$259.98/yr
Blended yield
1.13%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IVPEF buys
0
HDV buys
0
No recent congressional trades found for IVPEF or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVPEFHDV
Forward yield1.52%2.92% ✓
Annual dividend / share$2.00$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.9K$24.3K ✓
Annual income after 10y$168.25$351.71 ✓
Total dividends collected$1.6K$3.2K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: IVPEF vs HDV ($10,000, DRIP)

YearIVPEF PortfolioIVPEF Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,852$152.43$11,002$291.67$150.00 → HDV
2$11,767$154.60$12,082$299.61$315.00 → HDV
3$12,747$156.66$13,247$307.23$500.00 → HDV
4$13,798$158.61$14,503$314.52$705.00 → HDV
5$14,924$160.45$15,854$321.50$930.00 → HDV
6$16,131$162.19$17,308$328.15$1.2K → HDV
7$17,424$163.84$18,871$334.49$1.4K → HDV
8$18,809$165.40$20,551$340.53$1.7K → HDV
9$20,293$166.86$22,357$346.27$2.1K → HDV
10$21,881$168.25$24,296$351.71$2.4K → HDV

IVPEF vs HDV: Complete Analysis 2026

IVPEF — Stock

The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of S&P 500 EUR Hedged.

Full IVPEF Calculator →

HDV — ETF

The iShares Core High Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full HDV Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.