HomeComparePQTAX vs HDV

PQTAX vs HDV: Dividend Comparison 2026

PQTAX yields 18.50% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PQTAX wins by $42.3K in total portfolio value
10 years
PQTAX
PQTAX
● Live price
18.50%
Share price
$10.81
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$66.6K
Annual income
$5,723.62
Full PQTAX 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 — PQTAX vs HDV

📍 PQTAX 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 PeriodPQTAXHDV
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, PQTAX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
PQTAX pays
HDV pays
Both pay
Neither
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Tax Bracket Optimizer

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

PQTAX
Annual income on $10K today (after 15% tax)
$1,572.62/yr
After 10yr DRIP, annual income (after tax)
$4,865.08/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, PQTAX beats the other by $4,566.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PQTAX: 50%HDV: 50%
100% HDV50/50100% PQTAX
Portfolio after 10yr
$45.4K
Annual income
$3,037.67/yr
Blended yield
6.69%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PQTAX buys
0
HDV buys
0
No recent congressional trades found for PQTAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPQTAXHDV
Forward yield18.50%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$66.6K$24.3K
Annual income after 10y$5,723.62$351.71
Total dividends collected$36.3K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPQTAX PortfolioPQTAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,550$1,850.14$11,002$291.67+$1.5KPQTAX
2$15,599$2,170.05$12,082$299.61+$3.5KPQTAX
3$19,211$2,520.72$13,247$307.23+$6.0KPQTAX
4$23,458$2,901.42$14,503$314.52+$9.0KPQTAX
5$28,411$3,310.94$15,854$321.50+$12.6KPQTAX
6$34,147$3,747.70$17,308$328.15+$16.8KPQTAX
7$40,747$4,209.72$18,871$334.49+$21.9KPQTAX
8$48,294$4,694.75$20,551$340.53+$27.7KPQTAX
9$56,875$5,200.28$22,357$346.27+$34.5KPQTAX
10$66,580$5,723.62$24,296$351.71+$42.3KPQTAX

PQTAX vs HDV: Complete Analysis 2026

PQTAXStock

The investment seeks positive, risk-adjusted returns, consistent with prudent investment management. The fund seeks to achieve its investment objective by pursuing a quantitative trading strategy intended to capture the persistence of price trends (up and/or down) observed in global financial markets and commodities. It will invest under normal circumstances in derivative instruments linked to interest rates, currencies, mortgages, credit, commodities (including individual commodities and commodity indices), equity indices and volatility-related instruments and may also invest directly in mortgage-related and other asset-backed securities.

Full PQTAX 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.