HomeComparePWZ vs HDV

PWZ vs HDV: Dividend Comparison 2026

PWZ yields 3.59% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PWZ wins by $924.00 in total portfolio value
10 years
PWZ
PWZ
● Live price
3.59%
Share price
$23.81
Annual div
$0.85
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.2K
Annual income
$452.24
Full PWZ 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 — PWZ vs HDV

📍 PWZ 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 PeriodPWZHDV
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, PWZ + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PWZ
Annual income on $10K today (after 15% tax)
$305.16/yr
After 10yr DRIP, annual income (after tax)
$384.40/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, PWZ beats the other by $84.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PWZ: 50%HDV: 50%
100% HDV50/50100% PWZ
Portfolio after 10yr
$24.8K
Annual income
$402.48/yr
Blended yield
1.62%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PWZ buys
0
HDV buys
0
No recent congressional trades found for PWZ or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPWZHDV
Forward yield3.59%2.92%
Annual dividend / share$0.85$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.2K$24.3K
Annual income after 10y$452.24$352.73
Total dividends collected$4.1K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPWZ PortfolioPWZ Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,059$359.02$11,002$292.38+$57.00PWZ
2$12,204$371.06$12,084$300.36+$120.00PWZ
3$13,441$382.70$13,250$308.02+$191.00PWZ
4$14,776$393.91$14,506$315.35+$270.00PWZ
5$16,215$404.70$15,858$322.35+$357.00PWZ
6$17,765$415.06$17,313$329.04+$452.00PWZ
7$19,434$424.99$18,878$335.42+$556.00PWZ
8$21,229$434.49$20,560$341.49+$669.00PWZ
9$23,158$443.57$22,367$347.25+$791.00PWZ
10$25,231$452.24$24,307$352.73+$924.00PWZ

PWZ vs HDV: Complete Analysis 2026

PWZStock

The Invesco California AMT-Free Municipal Bond ETF (Fund) is based on the ICE BofAML California Long-Term Core Plus Municipal Securities Index (Index). The Fund generally will invest at least 80% of its total assets in municipal securities that comprise the Index and that also are exempt from the federal alternative minimum tax. The Index is composed of US dollar-denominated, investment grade, tax-exempt debt publicly issued by California or any US territory, or their political subdivisions, in the US domestic market with a term of at least 15 years remaining to final maturity. The Index is adjusted monthly and its constituents are capitalization-weighted based on their current amount outstanding. The Fund and the Index are rebalanced and reconstituted monthly.

Full PWZ 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.