HomeCompareSEMPX vs HDV

SEMPX vs HDV: Dividend Comparison 2026

SEMPX yields 5.78% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SEMPX wins by $5.0K in total portfolio value
10 years
SEMPX
SEMPX
● Live price
5.78%
Share price
$8.65
Annual div
$0.50
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$835.79
Full SEMPX 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 — SEMPX vs HDV

📍 SEMPX 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 PeriodSEMPXHDV
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, SEMPX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SEMPX
Annual income on $10K today (after 15% tax)
$491.34/yr
After 10yr DRIP, annual income (after tax)
$710.42/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, SEMPX beats the other by $410.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SEMPX: 50%HDV: 50%
100% HDV50/50100% SEMPX
Portfolio after 10yr
$26.8K
Annual income
$594.26/yr
Blended yield
2.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SEMPX buys
0
HDV buys
0
No recent congressional trades found for SEMPX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSEMPXHDV
Forward yield5.78%2.92%
Annual dividend / share$0.50$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.3K$24.3K
Annual income after 10y$835.79$352.73
Total dividends collected$7.1K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSEMPX PortfolioSEMPX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,278$578.05$11,002$292.38+$276.00SEMPX
2$12,677$609.27$12,084$300.36+$593.00SEMPX
3$14,204$640.04$13,250$308.02+$954.00SEMPX
4$15,869$670.24$14,506$315.35+$1.4KSEMPX
5$17,679$699.79$15,858$322.35+$1.8KSEMPX
6$19,646$728.63$17,313$329.04+$2.3KSEMPX
7$21,777$756.70$18,878$335.42+$2.9KSEMPX
8$24,086$783.94$20,560$341.49+$3.5KSEMPX
9$26,582$810.31$22,367$347.25+$4.2KSEMPX
10$29,279$835.79$24,307$352.73+$5.0KSEMPX

SEMPX vs HDV: Complete Analysis 2026

SEMPXStock

Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in mortgage-backed securities ("MBS"). The weighted average maturity of the fund's MBS investments will generally range from between 1 and 10 years and the fund may invest without limit in MBS that are rated below investment grade (i.e., "high yield" or "junk" ratings).

Full SEMPX 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 SEMPX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SEMPX vs SCHDSEMPX vs JEPISEMPX vs OSEMPX vs KOSEMPX vs MAINSEMPX vs VYMSEMPX vs DVYSEMPX 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.