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IXSRF vs HDV: Dividend Comparison 2026

IXSRF yields 27.79% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IXSRF wins by $92.1K in total portfolio value
10 years
IXSRF
IXSRF
● Live price
27.79%
Share price
$7.20
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$116.4K
Annual income
$14,408.07
Full IXSRF calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.39
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$352.73
Full HDV calculator →

Portfolio growth — IXSRF vs HDV

📍 IXSRF pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

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

Crisis PeriodIXSRFHDV
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, IXSRF + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

IXSRF
Annual income on $10K today (after 15% tax)
$2,361.96/yr
After 10yr DRIP, annual income (after tax)
$12,246.86/yr
HDV
Annual income on $10K today (after 15% tax)
$248.52/yr
After 10yr DRIP, annual income (after tax)
$299.82/yr
At 15% tax rate, IXSRF beats the other by $11,947.04/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IXSRF: 50%HDV: 50%
100% HDV50/50100% IXSRF
Portfolio after 10yr
$70.4K
Annual income
$7,380.39/yr
Blended yield
10.49%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IXSRF buys
0
HDV buys
0
No recent congressional trades found for IXSRF or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIXSRFHDV
Forward yield27.79% ✓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$116.4K ✓$24.3K
Annual income after 10y$14,408.07 ✓$352.73
Total dividends collected$77.1K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIXSRF PortfolioIXSRF Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$13,479$2,778.78$11,002$292.38+$2.5K → IXSRF
2$17,923$3,500.43$12,084$300.36+$5.8K → IXSRF
3$23,527$4,350.02$13,250$308.02+$10.3K → IXSRF
4$30,511$5,336.74$14,506$315.35+$16.0K → IXSRF
5$39,115$6,468.08$15,858$322.35+$23.3K → IXSRF
6$49,602$7,749.56$17,313$329.04+$32.3K → IXSRF
7$62,259$9,184.48$18,878$335.42+$43.4K → IXSRF
8$77,391$10,773.84$20,560$341.49+$56.8K → IXSRF
9$95,325$12,516.27$22,367$347.25+$73.0K → IXSRF
10$116,405$14,408.07$24,307$352.73+$92.1K → IXSRF

IXSRF vs HDV: Complete Analysis 2026

IXSRF — Stock

The Fund seeks to track the performance of an index composed of large- and mid-capitalisation stocks across emerging market countries, with the exception of China.

Full IXSRF 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.