HomeCompareOVT vs HDV

OVT vs HDV: Dividend Comparison 2026

OVT yields 8.81% · HDV yields 2.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 OVT wins by $11.5K in total portfolio value
10 years
OVT
OVT
● Live price
8.81%
Share price
$21.88
Annual div
$1.93
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.8K
Annual income
$1,536.75
Full OVT 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 — OVT vs HDV

📍 OVT 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 PeriodOVTHDV
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, OVT + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
OVT 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.

OVT
Annual income on $10K today (after 15% tax)
$749.06/yr
After 10yr DRIP, annual income (after tax)
$1,306.24/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, OVT beats the other by $1,006.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OVT: 50%HDV: 50%
100% HDV50/50100% OVT
Portfolio after 10yr
$30.1K
Annual income
$944.73/yr
Blended yield
3.14%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OVT buys
0
HDV buys
0
No recent congressional trades found for OVT or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOVTHDV
Forward yield8.81%2.92%
Annual dividend / share$1.93$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.8K$24.3K
Annual income after 10y$1,536.75$352.73
Total dividends collected$12.1K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearOVT PortfolioOVT Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,581$881.24$11,002$292.38+$579.00OVT
2$13,346$953.82$12,084$300.36+$1.3KOVT
3$15,307$1,027.24$13,250$308.02+$2.1KOVT
4$17,480$1,101.13$14,506$315.35+$3.0KOVT
5$19,879$1,175.16$15,858$322.35+$4.0KOVT
6$22,519$1,249.00$17,313$329.04+$5.2KOVT
7$25,418$1,322.34$18,878$335.42+$6.5KOVT
8$28,592$1,394.91$20,560$341.49+$8.0KOVT
9$32,060$1,466.46$22,367$347.25+$9.7KOVT
10$35,841$1,536.75$24,307$352.73+$11.5KOVT

OVT vs HDV: Complete Analysis 2026

OVTStock

The fund is an actively-managed ETF that seeks to achieve its objective by (i) investing in one or more other ETFs that seek to obtain exposure to the performance of short-term, investment grade, U.S. dollar-denominated, fixed-rate taxable bonds with a dollar-weighted average maturity of no more than three years with a maximum maturity of five years or directly in the securities held by such ETFs and (ii) selling and purchasing listed short-term put options to generate income to the fund.

Full OVT 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 →
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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.