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SASS vs HDV: Dividend Comparison 2026

SASS yields 8.64% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SASS wins by $11.1K in total portfolio value
10 years
SASS
SASS
● Live price
8.64%
Share price
$23.16
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.4K
Annual income
$1,489.70
Full SASS 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 — SASS vs HDV

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

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

Tax Bracket Optimizer

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

SASS
Annual income on $10K today (after 15% tax)
$734.02/yr
After 10yr DRIP, annual income (after tax)
$1,266.25/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, SASS beats the other by $967.29/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SASS: 50%HDV: 50%
100% HDV50/50100% SASS
Portfolio after 10yr
$29.9K
Annual income
$920.71/yr
Blended yield
3.08%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SASS buys
0
HDV buys
0
No recent congressional trades found for SASS or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSASSHDV
Forward yield8.64% ✓2.92%
Annual dividend / share$2.00$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.4K ✓$24.3K
Annual income after 10y$1,489.70 ✓$351.71
Total dividends collected$11.8K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSASS PortfolioSASS Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,564$863.56$11,002$291.67+$562.00 → SASS
2$13,306$933.25$12,082$299.61+$1.2K → SASS
3$15,241$1,003.64$13,247$307.23+$2.0K → SASS
4$17,383$1,074.39$14,503$314.52+$2.9K → SASS
5$19,745$1,145.17$15,854$321.50+$3.9K → SASS
6$22,342$1,215.68$17,308$328.15+$5.0K → SASS
7$25,192$1,285.64$18,871$334.49+$6.3K → SASS
8$28,310$1,354.78$20,551$340.53+$7.8K → SASS
9$31,715$1,422.87$22,357$346.27+$9.4K → SASS
10$35,425$1,489.70$24,296$351.71+$11.1K → SASS

SASS vs HDV: Complete Analysis 2026

SASS — Stock

M.D. Sass Concentrated Equities ETF is an actively managed exchange-traded fund that seeks long-term capital appreciation by investing in a concentrated portfolio of U.S. equities selected through fundamental research.

Full SASS 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.