Is PSIFX or HDV a better dividend investment in 2026?

PSIFX currently yields 9.24% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: PSIFX offers higher current income.

What is the dividend yield difference between PSIFX and HDV?

PSIFX has a forward dividend yield of 9.24% ($4.09/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 6.32 percentage points.

Home › Compare › PSIFX vs HDV

PSIFX vs HDV: Dividend Comparison 2026

PSIFX yields 9.24% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 PSIFX wins by $12.6K in total portfolio value

INVESTMENT

TIME HORIZON10 years

PSIFX

● Live price

9.24%

Share price

$44.25

Annual div

$4.09

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$36.9K

Annual income

$1,654.10

Full PSIFX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — PSIFX vs HDV

📍 PSIFX 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	PSIFX	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, PSIFX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

—

Oct

—

Nov

—

Dec

—

PSIFX 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.

PSIFX

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

$785.45/yr

After 10yr DRIP, annual income (after tax)

$1,405.99/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, PSIFX beats the other by $1,106.16/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 PSIFX + HDV for your $10,000?

PSIFX: 50%HDV: 50%

100% HDV50/50100% PSIFX

Portfolio after 10yr

$30.6K

Annual income

$1,003.41/yr

Blended yield

3.28%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PSIFX buys

HDV buys

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

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

MetricPSIFXHDV

Forward yield	9.24% ✓	2.92%
Annual dividend / share	$4.09 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$36.9K ✓	$24.3K
Annual income after 10y	$1,654.10 ✓	$352.73
Total dividends collected	$12.9K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	PSIFX Portfolio	PSIFX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,624	$924.06	$11,002	$292.38	+$622.00 → PSIFX
2	$13,442	$1,003.87	$12,084	$300.36	+$1.4K → PSIFX
3	$15,467	$1,084.89	$13,250	$308.02	+$2.2K → PSIFX
4	$17,717	$1,166.72	$14,506	$315.35	+$3.2K → PSIFX
5	$20,206	$1,248.97	$15,858	$322.35	+$4.3K → PSIFX
6	$22,952	$1,331.26	$17,313	$329.04	+$5.6K → PSIFX
7	$25,972	$1,413.23	$18,878	$335.42	+$7.1K → PSIFX
8	$29,284	$1,494.56	$20,560	$341.49	+$8.7K → PSIFX
9	$32,909	$1,574.94	$22,367	$347.25	+$10.5K → PSIFX
10	$36,867	$1,654.10	$24,307	$352.73	+$12.6K → PSIFX

PSIFX vs HDV: Complete Analysis 2026

PSIFX — Stock

The fund normally invests over 80% of its investable assets in securities included in the S&P 500 Index in approximately the same proportions as those of the index. The advisory attempts to replicate the security composition of the S&P 500 Index and employs a “passively managed”—or index—investment approach. The S&P 500 Index is an unmanaged index of over 500 stocks of large U.S. public companies.

Full PSIFX 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.