Is PEDIX or HDV a better dividend investment in 2026?

PEDIX currently yields 3.50% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: PEDIX offers higher current income.

What is the dividend yield difference between PEDIX and HDV?

PEDIX has a forward dividend yield of 3.50% ($0.44/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 0.58 percentage points.

Home › Compare › PEDIX vs HDV

PEDIX vs HDV: Dividend Comparison 2026

PEDIX yields 3.50% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 PEDIX wins by $779.00 in total portfolio value

INVESTMENT

TIME HORIZON10 years

PEDIX

● Live price

3.50%

Share price

$12.55

Annual div

$0.44

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$438.25

Full PEDIX 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 — PEDIX vs HDV

📍 PEDIX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	PEDIX	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%.

📅

Dividend Calendar Overlap

Combined, PEDIX + HDV cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

PEDIX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

PEDIX

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

$297.44/yr

After 10yr DRIP, annual income (after tax)

$372.51/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, PEDIX beats the other by $73.56/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

PEDIX: 50%HDV: 50%

100% HDV50/50100% PEDIX

Portfolio after 10yr

$24.7K

Annual income

$394.99/yr

Blended yield

1.60%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PEDIX buys

HDV buys

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

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

MetricPEDIXHDV

Forward yield	3.50% ✓	2.92%
Annual dividend / share	$0.44	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$25.1K ✓	$24.3K
Annual income after 10y	$438.25 ✓	$351.71
Total dividends collected	$4.0K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	PEDIX Portfolio	PEDIX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,050	$349.93	$11,002	$291.67	+$48.00 → PEDIX
2	$12,185	$361.37	$12,082	$299.61	+$103.00 → PEDIX
3	$13,410	$372.42	$13,247	$307.23	+$163.00 → PEDIX
4	$14,732	$383.06	$14,503	$314.52	+$229.00 → PEDIX
5	$16,156	$393.28	$15,854	$321.50	+$302.00 → PEDIX
6	$17,690	$403.09	$17,308	$328.15	+$382.00 → PEDIX
7	$19,341	$412.49	$18,871	$334.49	+$470.00 → PEDIX
8	$21,117	$421.48	$20,551	$340.53	+$566.00 → PEDIX
9	$23,025	$430.07	$22,357	$346.27	+$668.00 → PEDIX
10	$25,075	$438.25	$24,296	$351.71	+$779.00 → PEDIX

PEDIX vs HDV: Complete Analysis 2026

PEDIX — Stock

The fund seeks to achieve its investment objective by investing under normal circumstances at least 65% of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest up to 30% of its total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.

Full PEDIX 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 →

📬

Get this PEDIX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PEDIX vs SCHD PEDIX vs JEPI PEDIX vs O PEDIX vs KO PEDIX vs MAIN PEDIX vs VYM PEDIX vs DVY PEDIX vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.