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OSCX vs HDV: Dividend Comparison 2026

OSCX yields 10.05% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 OSCX wins by $14.6K in total portfolio value
10 years
OSCX
OSCX
● Live price
10.05%
Share price
$19.91
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.9K
Annual income
$1,888.30
Full OSCX 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 — OSCX vs HDV

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

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

Tax Bracket Optimizer

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

OSCX
Annual income on $10K today (after 15% tax)
$853.86/yr
After 10yr DRIP, annual income (after tax)
$1,605.05/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, OSCX beats the other by $1,305.23/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OSCX: 50%HDV: 50%
100% HDV50/50100% OSCX
Portfolio after 10yr
$31.6K
Annual income
$1,120.51/yr
Blended yield
3.55%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OSCX buys
0
HDV buys
0
No recent congressional trades found for OSCX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOSCXHDV
Forward yield10.05% ✓2.92%
Annual dividend / share$2.00$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.9K ✓$24.3K
Annual income after 10y$1,888.30 ✓$352.73
Total dividends collected$14.4K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearOSCX PortfolioOSCX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,705$1,004.54$11,002$292.38+$703.00 → OSCX
2$13,623$1,098.84$12,084$300.36+$1.5K → OSCX
3$15,772$1,195.26$13,250$308.02+$2.5K → OSCX
4$18,169$1,293.27$14,506$315.35+$3.7K → OSCX
5$20,833$1,392.38$15,858$322.35+$5.0K → OSCX
6$23,783$1,492.10$17,313$329.04+$6.5K → OSCX
7$27,040$1,591.98$18,878$335.42+$8.2K → OSCX
8$30,625$1,691.57$20,560$341.49+$10.1K → OSCX
9$34,559$1,790.46$22,367$347.25+$12.2K → OSCX
10$38,866$1,888.30$24,307$352.73+$14.6K → OSCX

OSCX vs HDV: Complete Analysis 2026

OSCX — Stock

The Fund seeks daily investment results, before fees and expenses, of two times (200%) the daily percentage change in the share price of Oscar Health, Inc. The Fund does not seek to achieve its stated investment objective for a period other than a single trading day.

Full OSCX 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.