Is ORENX or HDV a better dividend investment in 2026?

ORENX currently yields 9.68% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: ORENX offers higher current income.

What is the dividend yield difference between ORENX and HDV?

ORENX has a forward dividend yield of 9.68% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 6.76 percentage points.

Home › Compare › ORENX vs HDV

ORENX vs HDV: Dividend Comparison 2026

ORENX yields 9.68% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 ORENX wins by $13.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

ORENX

● Live price

9.68%

Share price

$20.66

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$37.9K

Annual income

$1,779.87

Full ORENX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.72

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$351.71

Full HDV calculator →

Portfolio growth — ORENX vs HDV

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

Jan

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Feb

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Mar

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Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

—

Oct

—

Nov

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Dec

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ORENX 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.

ORENX

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

$822.85/yr

After 10yr DRIP, annual income (after tax)

$1,512.89/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, ORENX beats the other by $1,213.94/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 ORENX + HDV for your $10,000?

ORENX: 50%HDV: 50%

100% HDV50/50100% ORENX

Portfolio after 10yr

$31.1K

Annual income

$1,065.79/yr

Blended yield

3.42%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ORENX buys

HDV buys

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

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

MetricORENXHDV

Forward yield	9.68% ✓	2.92%
Annual dividend / share	$2.00	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$37.9K ✓	$24.3K
Annual income after 10y	$1,779.87 ✓	$351.71
Total dividends collected	$13.7K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	ORENX Portfolio	ORENX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,668	$968.05	$11,002	$291.67	+$666.00 → ORENX
2	$13,540	$1,055.64	$12,082	$299.61	+$1.5K → ORENX
3	$15,633	$1,144.89	$13,247	$307.23	+$2.4K → ORENX
4	$17,963	$1,235.37	$14,503	$314.52	+$3.5K → ORENX
5	$20,547	$1,326.60	$15,854	$321.50	+$4.7K → ORENX
6	$23,403	$1,418.16	$17,308	$328.15	+$6.1K → ORENX
7	$26,551	$1,509.64	$18,871	$334.49	+$7.7K → ORENX
8	$30,010	$1,600.65	$20,551	$340.53	+$9.5K → ORENX
9	$33,802	$1,690.84	$22,357	$346.27	+$11.4K → ORENX
10	$37,948	$1,779.87	$24,296	$351.71	+$13.7K → ORENX

ORENX vs HDV: Complete Analysis 2026

ORENX — Stock

The investment seeks total return. The fund invests at least 80% of its net assets (including borrowings for investment purposes) in common stocks and other equity securities of real estate companies, and in derivatives and other instruments that have economic characteristics similar to such securities. The advisor considers a real estate company to be one that derives at least 50% of its revenues from, or invests at least 50% of its assets in, the ownership, construction, financing, management or sale of commercial, industrial or residential real estate. The fund is non-diversified.

Full ORENX 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.