Is NELIX or HDV a better dividend investment in 2026?

NELIX currently yields 3.98% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: NELIX offers higher current income.

What is the dividend yield difference between NELIX and HDV?

NELIX has a forward dividend yield of 3.98% ($2.48/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 1.06 percentage points.

Home › Compare › NELIX vs HDV

NELIX vs HDV: Dividend Comparison 2026

NELIX yields 3.98% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 NELIX wins by $1.6K in total portfolio value

INVESTMENT

TIME HORIZON10 years

NELIX

● Live price

3.98%

Share price

$62.24

Annual div

$2.48

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.9K

Annual income

$514.15

Full NELIX 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 — NELIX vs HDV

📍 NELIX 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	NELIX	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, NELIX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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NELIX 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.

NELIX

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

$338.44/yr

After 10yr DRIP, annual income (after tax)

$437.03/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, NELIX beats the other by $137.21/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

NELIX: 50%HDV: 50%

100% HDV50/50100% NELIX

Portfolio after 10yr

$25.1K

Annual income

$433.44/yr

Blended yield

1.73%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NELIX buys

HDV buys

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

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

MetricNELIXHDV

Forward yield	3.98% ✓	2.92%
Annual dividend / share	$2.48	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$25.9K ✓	$24.3K
Annual income after 10y	$514.15 ✓	$352.73
Total dividends collected	$4.6K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	NELIX Portfolio	NELIX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,098	$398.17	$11,002	$292.38	+$96.00 → NELIX
2	$12,288	$412.99	$12,084	$300.36	+$204.00 → NELIX
3	$13,576	$427.35	$13,250	$308.02	+$326.00 → NELIX
4	$14,967	$441.24	$14,506	$315.35	+$461.00 → NELIX
5	$16,469	$454.64	$15,858	$322.35	+$611.00 → NELIX
6	$18,090	$467.55	$17,313	$329.04	+$777.00 → NELIX
7	$19,836	$479.95	$18,878	$335.42	+$958.00 → NELIX
8	$21,716	$491.85	$20,560	$341.49	+$1.2K → NELIX
9	$23,740	$503.25	$22,367	$347.25	+$1.4K → NELIX
10	$25,916	$514.15	$24,307	$352.73	+$1.6K → NELIX

NELIX vs HDV: Complete Analysis 2026

NELIX — Stock

The investment seeks long-term capital appreciation with low correlation to the U.S. equity market. The fund pursues its investment objective by establishing long and short positions in a diversified portfolio of equity securities. Substantially all of the equity securities in which the fund takes long and short positions will be included in the fund's benchmark index, the Russell 1000 Index, at the time the position is taken. As a result, the fund will invest significantly in large-capitalization companies.

Full NELIX 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.