HomeCompareOXSQZ vs HDV

OXSQZ vs HDV: Dividend Comparison 2026

OXSQZ yields 4.65% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $3.0K in total portfolio value· pulled ahead in Year 2
10 years
OXSQZ
OXSQZ
● Live price
4.65%
Share price
$25.20
Annual div
$1.17
5Y div CAGR
-32.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.3K
Annual income
$9.57
Full OXSQZ calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — OXSQZ vs HDV

📍 HDV pulled ahead of the other in Year 2

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 PeriodOXSQZHDV
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, OXSQZ + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

OXSQZ
Annual income on $10K today (after 15% tax)
$395.28/yr
After 10yr DRIP, annual income (after tax)
$8.13/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, HDV beats the other by $290.82/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OXSQZ: 50%HDV: 50%
100% HDV50/50100% OXSQZ
Portfolio after 10yr
$22.8K
Annual income
$180.65/yr
Blended yield
0.79%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OXSQZ buys
0
HDV buys
0
No recent congressional trades found for OXSQZ or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOXSQZHDV
Forward yield4.65%2.92%
Annual dividend / share$1.17$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-32.7%0%
Portfolio after 10y$21.3K$24.3K
Annual income after 10y$9.57$351.71
Total dividends collected$971.00$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearOXSQZ PortfolioOXSQZ Income/yrHDV PortfolioHDV Income/yrGap
1$11,013$312.97$11,002$291.67+$11.00OXSQZ
2← crossover$12,001$216.79$12,082$299.61$81.00HDV
3$12,989$148.58$13,247$307.23$258.00HDV
4$14,000$101.15$14,503$314.52$503.00HDV
5$15,048$68.57$15,854$321.50$806.00HDV
6$16,148$46.36$17,308$328.15$1.2KHDV
7$17,310$31.29$18,871$334.49$1.6KHDV
8$18,542$21.10$20,551$340.53$2.0KHDV
9$19,855$14.21$22,357$346.27$2.5KHDV
10$21,254$9.57$24,296$351.71$3.0KHDV

OXSQZ vs HDV: Complete Analysis 2026

OXSQZStock

Oxford Square Capital is a business development company primarily engaged in providing capital to technology-related companies. TICC concentrates its investments in companies having annual revenues of less than $200 million and/or a market capitalization or enterprise value of less than $300 million.

Full OXSQZ 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.