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OCCIP vs HDV: Dividend Comparison 2026

OCCIP yields 19.43% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 OCCIP wins by $153.6K in total portfolio value
10 years
OCCIP
OCCIP
● Live price
19.43%
Share price
$25.03
Annual div
$4.86
5Y div CAGR
11.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$177.9K
Annual income
$40,617.43
Full OCCIP 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 — OCCIP vs HDV

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

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

Tax Bracket Optimizer

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

OCCIP
Annual income on $10K today (after 15% tax)
$1,651.25/yr
After 10yr DRIP, annual income (after tax)
$34,524.82/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, OCCIP beats the other by $34,224.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OCCIP: 50%HDV: 50%
100% HDV50/50100% OCCIP
Portfolio after 10yr
$101.1K
Annual income
$20,485.07/yr
Blended yield
20.26%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OCCIP buys
0
HDV buys
0
No recent congressional trades found for OCCIP or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOCCIPHDV
Forward yield19.43% ✓2.92%
Annual dividend / share$4.86 ✓$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR11.6% ✓0%
Portfolio after 10y$177.9K ✓$24.3K
Annual income after 10y$40,617.43 ✓$352.73
Total dividends collected$135.0K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearOCCIP PortfolioOCCIP Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,868$2,168.00$11,002$292.38+$1.9K → OCCIP
2$16,678$2,909.72$12,084$300.36+$4.6K → OCCIP
3$21,779$3,933.48$13,250$308.02+$8.5K → OCCIP
4$28,661$5,357.32$14,506$315.35+$14.2K → OCCIP
5$38,021$7,353.21$15,858$322.35+$22.2K → OCCIP
6$50,856$10,173.79$17,313$329.04+$33.5K → OCCIP
7$68,609$14,193.34$18,878$335.42+$49.7K → OCCIP
8$93,383$19,971.26$20,560$341.49+$72.8K → OCCIP
9$128,271$28,351.20$22,367$347.25+$105.9K → OCCIP
10$177,868$40,617.43$24,307$352.73+$153.6K → OCCIP

OCCIP vs HDV: Complete Analysis 2026

OCCIP — Stock

OFS Credit Company, Inc. is a fund of OFS Advisor.

Full OCCIP 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.