Is LISOX or HDV a better dividend investment in 2026?

LISOX currently yields 29.45% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: LISOX offers higher current income.

What is the dividend yield difference between LISOX and HDV?

LISOX has a forward dividend yield of 29.45% ($3.73/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 26.53 percentage points.

Home › Compare › LISOX vs HDV

LISOX vs HDV: Dividend Comparison 2026

LISOX yields 29.45% · HDV yields 2.92%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 LISOX wins by $16.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

LISOX

● Live price

29.45%

Share price

$12.67

Annual div

$3.73

5Y div CAGR

-21.5%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$40.8K

Annual income

$535.25

Full LISOX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — LISOX vs HDV

📍 LISOX 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 Period	LISOX	HDV
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%.

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Dividend Calendar Overlap

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

LISOX pays

HDV pays

Both pay

Neither

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Tax Bracket Optimizer

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

LISOX

Annual income on $10K today (after 15% tax)

$2,502.99/yr

After 10yr DRIP, annual income (after tax)

$454.96/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, LISOX beats the other by $155.14/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

LISOX: 50%HDV: 50%

100% HDV50/50100% LISOX

Portfolio after 10yr

$32.5K

Annual income

$443.98/yr

Blended yield

1.36%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LISOX buys

HDV buys

No recent congressional trades found for LISOX or HDV in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricLISOXHDV

Forward yield	29.45% ✓	2.92%
Annual dividend / share	$3.73	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	-21.5%	0% ✓
Portfolio after 10y	$40.8K ✓	$24.3K
Annual income after 10y	$535.25 ✓	$352.73
Total dividends collected	$14.1K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	LISOX Portfolio	LISOX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$13,012	$2,311.59	$11,002	$292.38	+$2.0K → LISOX
2	$16,129	$2,206.61	$12,084	$300.36	+$4.0K → LISOX
3	$19,265	$2,006.73	$13,250	$308.02	+$6.0K → LISOX
4	$22,372	$1,758.46	$14,506	$315.35	+$7.9K → LISOX
5	$25,436	$1,498.15	$15,858	$322.35	+$9.6K → LISOX
6	$28,466	$1,249.65	$17,313	$329.04	+$11.2K → LISOX
7	$31,485	$1,026.01	$18,878	$335.42	+$12.6K → LISOX
8	$34,521	$832.55	$20,560	$341.49	+$14.0K → LISOX
9	$37,607	$669.70	$22,367	$347.25	+$15.2K → LISOX
10	$40,775	$535.25	$24,307	$352.73	+$16.5K → LISOX

LISOX vs HDV: Complete Analysis 2026

LISOX — Stock

The fund invests primarily in equity securities, principally common stocks, of non-U.S. companies whose principal activities are located in countries represented by the MSCI EAFE Index that the Investment Manager believes are undervalued based on their earnings, cash flow or asset values. It may invest up to 15% of its assets in securities of companies whose principal business activities are located in emerging market countries. Under normal circumstances, the fund invests at least 80% of its assets in equity securities.

Full LISOX 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.