HomeComparePAXWX vs HDV

PAXWX vs HDV: Dividend Comparison 2026

PAXWX yields 9.96% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PAXWX wins by $14.3K in total portfolio value
10 years
PAXWX
PAXWX
● Live price
9.96%
Share price
$25.26
Annual div
$2.52
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.6K
Annual income
$1,861.74
Full PAXWX 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 — PAXWX vs HDV

📍 PAXWX 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 PeriodPAXWXHDV
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, PAXWX + HDV cover 0 of 12 monthsgood coverage

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

PAXWX
Annual income on $10K today (after 15% tax)
$846.36/yr
After 10yr DRIP, annual income (after tax)
$1,582.48/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, PAXWX beats the other by $1,283.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PAXWX: 50%HDV: 50%
100% HDV50/50100% PAXWX
Portfolio after 10yr
$31.5K
Annual income
$1,106.73/yr
Blended yield
3.52%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PAXWX buys
0
HDV buys
0
No recent congressional trades found for PAXWX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPAXWXHDV
Forward yield9.96%2.92%
Annual dividend / share$2.52$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.6K$24.3K
Annual income after 10y$1,861.74$351.71
Total dividends collected$14.3K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPAXWX PortfolioPAXWX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,696$995.72$11,002$291.67+$694.00PAXWX
2$13,603$1,088.38$12,082$299.61+$1.5KPAXWX
3$15,738$1,183.03$13,247$307.23+$2.5KPAXWX
4$18,119$1,279.19$14,503$314.52+$3.6KPAXWX
5$20,764$1,376.36$15,854$321.50+$4.9KPAXWX
6$23,691$1,474.07$17,308$328.15+$6.4KPAXWX
7$26,921$1,571.87$18,871$334.49+$8.1KPAXWX
8$30,475$1,669.34$20,551$340.53+$9.9KPAXWX
9$34,374$1,766.08$22,357$346.27+$12.0KPAXWX
10$38,642$1,861.74$24,296$351.71+$14.3KPAXWX

PAXWX vs HDV: Complete Analysis 2026

PAXWXStock

The investment seeks income and conservation of principal; as a secondary investment objective, the fund seeks long-term growth of capital. The adviser normally expects to invest approximately 50-75% of its assets in equity securities and 25-50% of its assets in debt securities (including but not limited to debt securities convertible into equity securities). The fund’s multi-asset ESG strategy is designed to achieve lower volatility by combining complementary investment approaches.

Full PAXWX 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.