Is SIFZX or HDV a better dividend investment in 2026?

SIFZX currently yields 15.82% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: SIFZX offers higher current income.

What is the dividend yield difference between SIFZX and HDV?

SIFZX has a forward dividend yield of 15.82% ($3.80/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 12.90 percentage points.

Home › Compare › SIFZX vs HDV

SIFZX vs HDV: Dividend Comparison 2026

SIFZX yields 15.82% · HDV yields 2.92%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 SIFZX wins by $32.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SIFZX

● Live price

15.82%

Share price

$24.01

Annual div

$3.80

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$56.3K

Annual income

$4,190.84

Full SIFZX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.72

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$351.71

Full HDV calculator →

Portfolio growth — SIFZX vs HDV

📍 SIFZX 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 Period	SIFZX	HDV
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, SIFZX + HDV cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SIFZX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SIFZX

Annual income on $10K today (after 15% tax)

$1,344.56/yr

After 10yr DRIP, annual income (after tax)

$3,562.21/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, SIFZX beats the other by $3,263.26/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SIFZX: 50%HDV: 50%

100% HDV50/50100% SIFZX

Portfolio after 10yr

$40.3K

Annual income

$2,271.28/yr

Blended yield

5.64%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SIFZX buys

HDV buys

No recent congressional trades found for SIFZX or HDV in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSIFZXHDV

Forward yield	15.82% ✓	2.92%
Annual dividend / share	$3.80	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$56.3K ✓	$24.3K
Annual income after 10y	$4,190.84 ✓	$351.71
Total dividends collected	$28.1K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SIFZX Portfolio	SIFZX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$12,282	$1,581.84	$11,002	$291.67	+$1.3K → SIFZX
2	$14,957	$1,815.69	$12,082	$299.61	+$2.9K → SIFZX
3	$18,071	$2,066.56	$13,247	$307.23	+$4.8K → SIFZX
4	$21,669	$2,333.40	$14,503	$314.52	+$7.2K → SIFZX
5	$25,801	$2,614.99	$15,854	$321.50	+$9.9K → SIFZX
6	$30,517	$2,909.92	$17,308	$328.15	+$13.2K → SIFZX
7	$35,870	$3,216.64	$18,871	$334.49	+$17.0K → SIFZX
8	$41,914	$3,533.51	$20,551	$340.53	+$21.4K → SIFZX
9	$48,707	$3,858.82	$22,357	$346.27	+$26.4K → SIFZX
10	$56,307	$4,190.84	$24,296	$351.71	+$32.0K → SIFZX

SIFZX vs HDV: Complete Analysis 2026

SIFZX — Stock

The fund invests at least 80% of its net assets in equity securities of companies: 1) with at least half of their assets located outside the United States,2) with at least half of their sales generated outside of the United States,or 3) that are organized or maintaintheir principal place of business outside of the United States.

Full SIFZX 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 →

📬

Get this SIFZX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SIFZX vs SCHD SIFZX vs JEPI SIFZX vs O SIFZX vs KO SIFZX vs MAIN SIFZX vs VYM SIFZX vs DVY SIFZX 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.