HomeCompareSDLAX vs HDV

SDLAX vs HDV: Dividend Comparison 2026

SDLAX yields 14.57% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SDLAX wins by $27.7K in total portfolio value
10 years
SDLAX
SDLAX
● Live price
14.57%
Share price
$18.12
Annual div
$2.64
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$52.0K
Annual income
$3,587.09
Full SDLAX 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 — SDLAX vs HDV

📍 SDLAX 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 PeriodSDLAXHDV
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, SDLAX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SDLAX
Annual income on $10K today (after 15% tax)
$1,238.27/yr
After 10yr DRIP, annual income (after tax)
$3,049.03/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, SDLAX beats the other by $2,750.07/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SDLAX: 50%HDV: 50%
100% HDV50/50100% SDLAX
Portfolio after 10yr
$38.2K
Annual income
$1,969.40/yr
Blended yield
5.16%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SDLAX buys
0
HDV buys
0
No recent congressional trades found for SDLAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSDLAXHDV
Forward yield14.57%2.92%
Annual dividend / share$2.64$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$52.0K$24.3K
Annual income after 10y$3,587.09$351.71
Total dividends collected$24.7K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSDLAX PortfolioSDLAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,157$1,456.79$11,002$291.67+$1.2KSDLAX
2$14,663$1,655.13$12,082$299.61+$2.6KSDLAX
3$17,555$1,865.73$13,247$307.23+$4.3KSDLAX
4$20,871$2,087.60$14,503$314.52+$6.4KSDLAX
5$24,652$2,319.61$15,854$321.50+$8.8KSDLAX
6$28,938$2,560.54$17,308$328.15+$11.6KSDLAX
7$33,773$2,809.09$18,871$334.49+$14.9KSDLAX
8$39,201$3,063.94$20,551$340.53+$18.6KSDLAX
9$45,269$3,323.72$22,357$346.27+$22.9KSDLAX
10$52,025$3,587.09$24,296$351.71+$27.7KSDLAX

SDLAX vs HDV: Complete Analysis 2026

SDLAXStock

The fund employs a dynamic investment strategy seeking to achieve, over time, a total return in excess of the broad U.S. equity market by selecting investments from among a broad range of asset classes or market exposures based upon SIMC's expectations of risk and return. It may invest in equity securities, including common stocks, preferred stocks, convertible securities, warrants (including equity-linked warrants) and depositary receipts of U.S. and non-U.S. issuers (including emerging markets) of various market capitalizations and industries.

Full SDLAX 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 →
📬

Get this SDLAX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SDLAX vs SCHDSDLAX vs JEPISDLAX vs OSDLAX vs KOSDLAX vs MAINSDLAX vs VYMSDLAX vs DVYSDLAX vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.