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PEVC vs HDV: Dividend Comparison 2026

PEVC yields 5.04% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PEVC wins by $3.5K in total portfolio value
10 years
PEVC
PEVC
● Live price
5.04%
Share price
$25.45
Annual div
$1.28
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.9K
Annual income
$696.31
Full PEVC 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 — PEVC vs HDV

📍 PEVC 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 PeriodPEVCHDV
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, PEVC + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

PEVC
Annual income on $10K today (after 15% tax)
$428.68/yr
After 10yr DRIP, annual income (after tax)
$591.86/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, PEVC beats the other by $292.04/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PEVC: 50%HDV: 50%
100% HDV50/50100% PEVC
Portfolio after 10yr
$26.1K
Annual income
$524.52/yr
Blended yield
2.01%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PEVC buys
0
HDV buys
0
No recent congressional trades found for PEVC or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPEVCHDV
Forward yield5.04% ✓2.92%
Annual dividend / share$1.28$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.9K ✓$24.3K
Annual income after 10y$696.31 ✓$352.73
Total dividends collected$6.0K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPEVC PortfolioPEVC Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,204$504.33$11,002$292.38+$202.00 → PEVC
2$12,517$528.11$12,084$300.36+$433.00 → PEVC
3$13,944$551.37$13,250$308.02+$694.00 → PEVC
4$15,494$574.07$14,506$315.35+$988.00 → PEVC
5$17,175$596.16$15,858$322.35+$1.3K → PEVC
6$18,995$617.59$17,313$329.04+$1.7K → PEVC
7$20,963$638.35$18,878$335.42+$2.1K → PEVC
8$23,089$658.40$20,560$341.49+$2.5K → PEVC
9$25,383$677.72$22,367$347.25+$3.0K → PEVC
10$27,856$696.31$24,307$352.73+$3.5K → PEVC

PEVC vs HDV: Complete Analysis 2026

PEVC — Stock

A strategy driven exchange traded fund that aims to deliver a return similar to Private Equity (PE) and Venture Capital (VC) investments through publicly traded securities.

Full PEVC 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.