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RITPF vs HDV: Dividend Comparison 2026

RITPF yields 1.95% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 RITPF wins by $6.3K in total portfolio value· pulled ahead in Year 4
10 years
RITPF
RITPF
● Live price
1.95%
Share price
$29.00
Annual div
$0.57
5Y div CAGR
23%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$2,237.92
Full RITPF 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 — RITPF vs HDV

📍 RITPF pulled ahead of the other in Year 4

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 PeriodRITPFHDV
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, RITPF + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

RITPF
Annual income on $10K today (after 15% tax)
$166.14/yr
After 10yr DRIP, annual income (after tax)
$1,902.23/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, RITPF beats the other by $1,602.41/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RITPF: 50%HDV: 50%
100% HDV50/50100% RITPF
Portfolio after 10yr
$27.5K
Annual income
$1,295.32/yr
Blended yield
4.71%
📊

Analyst Conviction Gap

Where Wall Street is split right now

RITPF
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
5.9
Piotroski
6/9
HDV
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RITPF buys
0
HDV buys
0
No recent congressional trades found for RITPF or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRITPFHDV
Forward yield1.95%2.92% ✓
Annual dividend / share$0.57$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR23% ✓0%
Portfolio after 10y$30.7K ✓$24.3K
Annual income after 10y$2,237.92 ✓$352.73
Total dividends collected$9.1K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearRITPF PortfolioRITPF Income/yrHDV PortfolioHDV Income/yrGap
1$10,940$240.41$11,002$292.38$62.00 → HDV
2$12,009$302.35$12,084$300.36$75.00 → HDV
3$13,231$381.49$13,250$308.02$19.00 → HDV
4← crossover$14,640$483.17$14,506$315.35+$134.00 → RITPF
5$16,279$614.58$15,858$322.35+$421.00 → RITPF
6$18,205$785.59$17,313$329.04+$892.00 → RITPF
7$20,489$1,009.86$18,878$335.42+$1.6K → RITPF
8$23,229$1,306.52$20,560$341.49+$2.7K → RITPF
9$26,558$1,702.79$22,367$347.25+$4.2K → RITPF
10$30,655$2,237.92$24,307$352.73+$6.3K → RITPF

RITPF vs HDV: Complete Analysis 2026

RITPF — Stock

RIT Capital Partners plc is a self-managed investment trust. The firm invests in the public equity and currency markets across the globe. It also invests in private investments and equity funds. The firm benchmarks the performance of its portfolio against the RPI plus 3% and MSCI All Country World Index (50% Sterling). It employs a top-down approach to make its investments. The firm makes its investments in companies operating across diversified sectors. RIT Capital Partners plc was founded on August 1, 1988 and is based in London, United Kingdom.

Full RITPF 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.