HomeComparePLAN vs HDV

PLAN vs HDV: Dividend Comparison 2026

PLAN yields 3.14% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PLAN wins by $155.00 in total portfolio value
10 years
PLAN
PLAN
● Live price
3.14%
Share price
$63.73
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.5K
Annual income
$384.11
Full PLAN 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 — PLAN vs HDV

📍 PLAN 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 PeriodPLANHDV
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, PLAN + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PLAN
Annual income on $10K today (after 15% tax)
$266.75/yr
After 10yr DRIP, annual income (after tax)
$326.49/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, PLAN beats the other by $26.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PLAN: 50%HDV: 50%
100% HDV50/50100% PLAN
Portfolio after 10yr
$24.4K
Annual income
$368.42/yr
Blended yield
1.51%
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Analyst Conviction Gap

Where Wall Street is most bullish on PLAN right now

PLAN
Analyst Ratings
1
Buy
3
Hold
Consensus: Hold
Price Target
$63.63
-0.2% upside vs current
Range: $48.00 — $88.00
Altman Z
9.2
Piotroski
3/9
HDV
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PLAN buys
0
HDV buys
0
PoliticianChamberTickerTypeAmountDate
Chris Jacobs🏢 House$PLAN▼ Sell$1,001 - $15,0002022-06-16
Chris Jacobs🏢 House$PLAN▼ Sell$1,001 - $15,0002022-04-11
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPLANHDV
Forward yield3.14%2.92%
Annual dividend / share$2.00$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.5K$24.3K
Annual income after 10y$384.11$352.73
Total dividends collected$3.5K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPLAN PortfolioPLAN Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,014$313.82$11,002$292.38+$12.00PLAN
2$12,108$323.03$12,084$300.36+$24.00PLAN
3$13,287$331.88$13,250$308.02+$37.00PLAN
4$14,558$340.38$14,506$315.35+$52.00PLAN
5$15,925$348.53$15,858$322.35+$67.00PLAN
6$17,396$356.33$17,313$329.04+$83.00PLAN
7$18,978$363.78$18,878$335.42+$100.00PLAN
8$20,677$370.89$20,560$341.49+$117.00PLAN
9$22,502$377.67$22,367$347.25+$135.00PLAN
10$24,462$384.11$24,307$352.73+$155.00PLAN

PLAN vs HDV: Complete Analysis 2026

PLANStock

Anaplan, Inc. provides a cloud-based connected planning platform to connect organizations and people in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Its platform in-memory data storage and calculation capabilities deliver calculations of data in real time and provide a single source of information for planning, ensuring the consistency, quality, and integrity of the data utilized across the enterprise. The company delivers its application over the Internet as a subscription service using a software-as-a-service model, as well as offers professional services related to implementing and supporting its application. It serves banking, capital markets, consumer products, healthcare, insurance, life science, media, professional services, retail, technology, telecom, and transportation industries, as well as government agencies. Anaplan, Inc. was founded in 2008 and is headquartered in San Francisco, California.

Full PLAN 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.