Is PAVLX or HDV a better dividend investment in 2026?

PAVLX currently yields 4.21% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: PAVLX offers higher current income.

What is the dividend yield difference between PAVLX and HDV?

PAVLX has a forward dividend yield of 4.21% ($2.01/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 1.29 percentage points.

Home › Compare › PAVLX vs HDV

PAVLX vs HDV: Dividend Comparison 2026

PAVLX yields 4.21% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 PAVLX wins by $2.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

PAVLX

● Live price

4.21%

Share price

$47.72

Annual div

$2.01

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.3K

Annual income

$552.26

Full PAVLX 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 — PAVLX vs HDV

📍 PAVLX 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	PAVLX	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, PAVLX + 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

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

—

PAVLX 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.

PAVLX

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

$358.22/yr

After 10yr DRIP, annual income (after tax)

$469.42/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, PAVLX beats the other by $170.47/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 PAVLX + HDV for your $10,000?

PAVLX: 50%HDV: 50%

100% HDV50/50100% PAVLX

Portfolio after 10yr

$25.3K

Annual income

$451.99/yr

Blended yield

1.79%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PAVLX buys

HDV buys

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

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

MetricPAVLXHDV

Forward yield	4.21% ✓	2.92%
Annual dividend / share	$2.01	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$26.3K ✓	$24.3K
Annual income after 10y	$552.26 ✓	$351.71
Total dividends collected	$4.9K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	PAVLX Portfolio	PAVLX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,121	$421.44	$11,002	$291.67	+$119.00 → PAVLX
2	$12,338	$438.04	$12,082	$299.61	+$256.00 → PAVLX
3	$13,656	$454.16	$13,247	$307.23	+$409.00 → PAVLX
4	$15,081	$469.78	$14,503	$314.52	+$578.00 → PAVLX
5	$16,622	$484.89	$15,854	$321.50	+$768.00 → PAVLX
6	$18,285	$499.46	$17,308	$328.15	+$977.00 → PAVLX
7	$20,079	$513.48	$18,871	$334.49	+$1.2K → PAVLX
8	$22,011	$526.96	$20,551	$340.53	+$1.5K → PAVLX
9	$24,092	$539.89	$22,357	$346.27	+$1.7K → PAVLX
10	$26,330	$552.26	$24,296	$351.71	+$2.0K → PAVLX

PAVLX vs HDV: Complete Analysis 2026

PAVLX — Stock

The investment seeks to provide long-term capital appreciation by investing in common stocks believed to be undervalued; income is a secondary objective. In taking a value approach to investment selection, at least 65% of the fund's total assets will normally be invested in common stocks that the portfolio manager regards as undervalued. The fund may purchase stocks issued by companies of any size, but typically focuses its investments on large-cap stocks.

Full PAVLX 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.