HomeComparePOSAX vs HDV

POSAX vs HDV: Dividend Comparison 2026

POSAX yields 2.44% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $977.00 in total portfolio value
10 years
POSAX
POSAX
● Live price
2.44%
Share price
$8.68
Annual div
$0.21
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.3K
Annual income
$286.11
Full POSAX 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 — POSAX vs HDV

📍 HDV 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 PeriodPOSAXHDV
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, POSAX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

POSAX
Annual income on $10K today (after 15% tax)
$207.70/yr
After 10yr DRIP, annual income (after tax)
$243.19/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, HDV beats the other by $55.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

POSAX: 50%HDV: 50%
100% HDV50/50100% POSAX
Portfolio after 10yr
$23.8K
Annual income
$318.92/yr
Blended yield
1.34%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

POSAX buys
0
HDV buys
0
No recent congressional trades found for POSAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPOSAXHDV
Forward yield2.44%2.92%
Annual dividend / share$0.21$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.3K$24.3K
Annual income after 10y$286.11$351.71
Total dividends collected$2.7K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPOSAX PortfolioPOSAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,944$244.35$11,002$291.67$58.00HDV
2$11,960$249.94$12,082$299.61$122.00HDV
3$13,053$255.27$13,247$307.23$194.00HDV
4$14,227$260.36$14,503$314.52$276.00HDV
5$15,488$265.21$15,854$321.50$366.00HDV
6$16,842$269.84$17,308$328.15$466.00HDV
7$18,295$274.23$18,871$334.49$576.00HDV
8$19,854$278.40$20,551$340.53$697.00HDV
9$21,526$282.36$22,357$346.27$831.00HDV
10$23,319$286.11$24,296$351.71$977.00HDV

POSAX vs HDV: Complete Analysis 2026

POSAXStock

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. and non-U.S. companies principally engaged in the real estate industry at the time of purchase. For the fund's investment policies, a real estate company has at least 50% of its assets, income or profits derived from products or services related to the real estate industry.

Full POSAX 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.