HomeCompareROSOX vs HDV

ROSOX vs HDV: Dividend Comparison 2026

ROSOX yields 1.39% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $2.6K in total portfolio value
10 years
ROSOX
ROSOX
● Live price
1.39%
Share price
$10.32
Annual div
$0.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.7K
Annual income
$151.59
Full ROSOX 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 — ROSOX vs HDV

📍 HDV 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 PeriodROSOXHDV
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, ROSOX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
ROSOX 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.

ROSOX
Annual income on $10K today (after 15% tax)
$117.78/yr
After 10yr DRIP, annual income (after tax)
$128.85/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, HDV beats the other by $170.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ROSOX: 50%HDV: 50%
100% HDV50/50100% ROSOX
Portfolio after 10yr
$23.0K
Annual income
$251.65/yr
Blended yield
1.09%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ROSOX buys
0
HDV buys
0
No recent congressional trades found for ROSOX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricROSOXHDV
Forward yield1.39%2.92%
Annual dividend / share$0.14$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.7K$24.3K
Annual income after 10y$151.59$351.71
Total dividends collected$1.5K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearROSOX PortfolioROSOX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,839$138.57$11,002$291.67$163.00HDV
2$11,738$140.36$12,082$299.61$344.00HDV
3$12,701$142.06$13,247$307.23$546.00HDV
4$13,734$143.67$14,503$314.52$769.00HDV
5$14,841$145.18$15,854$321.50$1.0KHDV
6$16,026$146.62$17,308$328.15$1.3KHDV
7$17,296$147.97$18,871$334.49$1.6KHDV
8$18,656$149.25$20,551$340.53$1.9KHDV
9$20,112$150.45$22,357$346.27$2.2KHDV
10$21,672$151.59$24,296$351.71$2.6KHDV

ROSOX vs HDV: Complete Analysis 2026

ROSOXStock

The fund will, under normal market conditions, invest at least 80% of its assets, calculated at the time of purchase, in equity securities of (i) issuers either organized or having headquarters in countries outside the United States, or (ii) issuers having a majority of their assets or revenues attributable to countries outside the United States. At times, it may invest in Initial Public Offerings (IPOs). The fund may also invest in investment grade corporate or government debt obligations, and in foreign exchange futures contracts or currency forward contracts.

Full ROSOX 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.