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REFLX vs HDV: Dividend Comparison 2026

REFLX yields 7.19% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 REFLX wins by $7.9K in total portfolio value
10 years
REFLX
REFLX
● Live price
7.19%
Share price
$10.36
Annual div
$0.74
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.2K
Annual income
$1,134.19
Full REFLX 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 — REFLX vs HDV

📍 REFLX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodREFLXHDV
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%.
📅

Dividend Calendar Overlap

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

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

Tax Bracket Optimizer

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

REFLX
Annual income on $10K today (after 15% tax)
$610.93/yr
After 10yr DRIP, annual income (after tax)
$964.06/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, REFLX beats the other by $665.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

REFLX: 50%HDV: 50%
100% HDV50/50100% REFLX
Portfolio after 10yr
$28.2K
Annual income
$742.96/yr
Blended yield
2.63%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

REFLX buys
0
HDV buys
0
No recent congressional trades found for REFLX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricREFLXHDV
Forward yield7.19% ✓2.92%
Annual dividend / share$0.74$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.2K ✓$24.3K
Annual income after 10y$1,134.19 ✓$351.71
Total dividends collected$9.3K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearREFLX PortfolioREFLX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,419$718.75$11,002$291.67+$417.00 → REFLX
2$12,985$767.03$12,082$299.61+$903.00 → REFLX
3$14,709$815.18$13,247$307.23+$1.5K → REFLX
4$16,602$863.00$14,503$314.52+$2.1K → REFLX
5$18,674$910.33$15,854$321.50+$2.8K → REFLX
6$20,938$956.98$17,308$328.15+$3.6K → REFLX
7$23,407$1,002.81$18,871$334.49+$4.5K → REFLX
8$26,093$1,047.69$20,551$340.53+$5.5K → REFLX
9$29,011$1,091.52$22,357$346.27+$6.7K → REFLX
10$32,176$1,134.19$24,296$351.71+$7.9K → REFLX

REFLX vs HDV: Complete Analysis 2026

REFLX — Stock

Functions as a closed-end investment fund or Investment trust

Full REFLX 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.