HomeComparePKSCX vs HDV

PKSCX vs HDV: Dividend Comparison 2026

PKSCX yields 22.18% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PKSCX wins by $59.1K in total portfolio value
10 years
PKSCX
PKSCX
● Live price
22.18%
Share price
$30.10
Annual div
$6.68
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$83.4K
Annual income
$8,447.92
Full PKSCX 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 — PKSCX vs HDV

📍 PKSCX 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 PeriodPKSCXHDV
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, PKSCX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PKSCX
Annual income on $10K today (after 15% tax)
$1,885.10/yr
After 10yr DRIP, annual income (after tax)
$7,180.73/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, PKSCX beats the other by $6,881.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PKSCX: 50%HDV: 50%
100% HDV50/50100% PKSCX
Portfolio after 10yr
$53.8K
Annual income
$4,399.82/yr
Blended yield
8.17%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PKSCX buys
0
HDV buys
0
No recent congressional trades found for PKSCX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPKSCXHDV
Forward yield22.18%2.92%
Annual dividend / share$6.68$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$83.4K$24.3K
Annual income after 10y$8,447.92$351.71
Total dividends collected$49.9K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPKSCX PortfolioPKSCX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,918$2,217.76$11,002$291.67+$1.9KPKSCX
2$16,499$2,677.43$12,082$299.61+$4.4KPKSCX
3$20,850$3,196.08$13,247$307.23+$7.6KPKSCX
4$26,085$3,774.68$14,503$314.52+$11.6KPKSCX
5$32,324$4,413.33$15,854$321.50+$16.5KPKSCX
6$39,698$5,111.18$17,308$328.15+$22.4KPKSCX
7$48,343$5,866.50$18,871$334.49+$29.5KPKSCX
8$58,404$6,676.73$20,551$340.53+$37.9KPKSCX
9$70,031$7,538.53$22,357$346.27+$47.7KPKSCX
10$83,381$8,447.92$24,296$351.71+$59.1KPKSCX

PKSCX vs HDV: Complete Analysis 2026

PKSCXStock

The investment seeks long-term capital appreciation, with dividend income a secondary consideration. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

Full PKSCX 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 →
📬

Get this PKSCX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PKSCX vs SCHDPKSCX vs JEPIPKSCX vs OPKSCX vs KOPKSCX vs MAINPKSCX vs VYMPKSCX vs DVYPKSCX 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.