Is POTX or HDV a better dividend investment in 2026?

POTX currently yields 3.22% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: POTX offers higher current income.

What is the dividend yield difference between POTX and HDV?

POTX has a forward dividend yield of 3.22% ($0.17/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 0.30 percentage points.

Home › Compare › POTX vs HDV

POTX vs HDV: Dividend Comparison 2026

POTX yields 3.22% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 POTX wins by $296.00 in total portfolio value

INVESTMENT

TIME HORIZON10 years

POTX

● Live price

3.22%

Share price

$5.15

Annual div

$0.17

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.6K

Annual income

$395.57

Full POTX 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 — POTX vs HDV

📍 POTX 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 Period	POTX	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%.

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Dividend Calendar Overlap

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

POTX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

POTX

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

$273.35/yr

After 10yr DRIP, annual income (after tax)

$336.23/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, POTX beats the other by $37.28/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

POTX: 50%HDV: 50%

100% HDV50/50100% POTX

Portfolio after 10yr

$24.4K

Annual income

$373.65/yr

Blended yield

1.53%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

POTX buys

HDV buys

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

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

MetricPOTXHDV

Forward yield	3.22% ✓	2.92%
Annual dividend / share	$0.17	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$24.6K ✓	$24.3K
Annual income after 10y	$395.57 ✓	$351.71
Total dividends collected	$3.6K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	POTX Portfolio	POTX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,022	$321.59	$11,002	$291.67	+$20.00 → POTX
2	$12,124	$331.26	$12,082	$299.61	+$42.00 → POTX
3	$13,314	$340.56	$13,247	$307.23	+$67.00 → POTX
4	$14,595	$349.50	$14,503	$314.52	+$92.00 → POTX
5	$15,975	$358.08	$15,854	$321.50	+$121.00 → POTX
6	$17,459	$366.29	$17,308	$328.15	+$151.00 → POTX
7	$19,056	$374.14	$18,871	$334.49	+$185.00 → POTX
8	$20,771	$381.63	$20,551	$340.53	+$220.00 → POTX
9	$22,614	$388.77	$22,357	$346.27	+$257.00 → POTX
10	$24,592	$395.57	$24,296	$351.71	+$296.00 → POTX

POTX vs HDV: Complete Analysis 2026

POTX — Stock

The fund invests at least 80% of its total assets in the securities of the underlying index and in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") based on the securities in the underlying index. The underlying index is designed to provide exposure to exchange-listed companies that are active in the cannabis industry (collectively, " Cannabis Companies"), as defined by Solactive AG, the provider of the underlying index ("index provider"). The fund is non-diversified.

Full POTX 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.