HomeCompareLSSNX vs HDV

LSSNX vs HDV: Dividend Comparison 2026

LSSNX yields 7.41% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LSSNX wins by $8.4K in total portfolio value
10 years
LSSNX
LSSNX
● Live price
7.41%
Share price
$28.84
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.7K
Annual income
$1,184.90
Full LSSNX 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 — LSSNX vs HDV

📍 LSSNX 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 PeriodLSSNXHDV
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, LSSNX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

LSSNX
Annual income on $10K today (after 15% tax)
$629.63/yr
After 10yr DRIP, annual income (after tax)
$1,007.17/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, LSSNX beats the other by $708.21/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LSSNX: 50%HDV: 50%
100% HDV50/50100% LSSNX
Portfolio after 10yr
$28.5K
Annual income
$768.31/yr
Blended yield
2.70%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LSSNX buys
0
HDV buys
0
No recent congressional trades found for LSSNX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLSSNXHDV
Forward yield7.41%2.92%
Annual dividend / share$2.14$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.7K$24.3K
Annual income after 10y$1,184.90$351.71
Total dividends collected$9.7K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLSSNX PortfolioLSSNX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,441$740.74$11,002$291.67+$439.00LSSNX
2$13,034$792.02$12,082$299.61+$952.00LSSNX
3$14,789$843.27$13,247$307.23+$1.5KLSSNX
4$16,719$894.25$14,503$314.52+$2.2KLSSNX
5$18,834$944.79$15,854$321.50+$3.0KLSSNX
6$21,147$994.69$17,308$328.15+$3.8KLSSNX
7$23,671$1,043.78$18,871$334.49+$4.8KLSSNX
8$26,420$1,091.93$20,551$340.53+$5.9KLSSNX
9$29,408$1,139.01$22,357$346.27+$7.1KLSSNX
10$32,652$1,184.90$24,296$351.71+$8.4KLSSNX

LSSNX vs HDV: Complete Analysis 2026

LSSNXStock

The investment seeks long-term capital growth. The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in the equity securities of small-cap companies, including preferred stocks, warrants, securities convertible into common or preferred stocks and other equity-like interests in an entity. Currently, the manager defines a small-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2000® Index, an index that tracks stocks of 2,000 of the smallest U.S. companies, or is $3 billion or less at the time of investment.

Full LSSNX Calculator →

HDVETF

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 →
📬

Get this LSSNX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

LSSNX vs SCHDLSSNX vs JEPILSSNX vs OLSSNX vs KOLSSNX vs MAINLSSNX vs VYMLSSNX vs DVYLSSNX vs SPHD

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