Is SIUPX or HDV a better dividend investment in 2026?

SIUPX currently yields 4.49% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: SIUPX offers higher current income.

What is the dividend yield difference between SIUPX and HDV?

SIUPX has a forward dividend yield of 4.49% ($0.73/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 1.57 percentage points.

Home › Compare › SIUPX vs HDV

SIUPX vs HDV: Dividend Comparison 2026

SIUPX yields 4.49% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 SIUPX wins by $2.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SIUPX

● Live price

4.49%

Share price

$16.32

Annual div

$0.73

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.8K

Annual income

$599.36

Full SIUPX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — SIUPX vs HDV

📍 SIUPX 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 Period	SIUPX	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%.

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Dividend Calendar Overlap

Combined, SIUPX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SIUPX 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.

SIUPX

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

$381.97/yr

After 10yr DRIP, annual income (after tax)

$509.46/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, SIUPX beats the other by $209.64/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

SIUPX: 50%HDV: 50%

100% HDV50/50100% SIUPX

Portfolio after 10yr

$25.6K

Annual income

$476.04/yr

Blended yield

1.86%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SIUPX buys

HDV buys

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

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

MetricSIUPXHDV

Forward yield	4.49% ✓	2.92%
Annual dividend / share	$0.73	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$26.8K ✓	$24.3K
Annual income after 10y	$599.36 ✓	$352.73
Total dividends collected	$5.3K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SIUPX Portfolio	SIUPX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,149	$449.38	$11,002	$292.38	+$147.00 → SIUPX
2	$12,398	$468.25	$12,084	$300.36	+$314.00 → SIUPX
3	$13,753	$486.63	$13,250	$308.02	+$503.00 → SIUPX
4	$15,220	$504.48	$14,506	$315.35	+$714.00 → SIUPX
5	$16,807	$521.78	$15,858	$322.35	+$949.00 → SIUPX
6	$18,522	$538.50	$17,313	$329.04	+$1.2K → SIUPX
7	$20,373	$554.62	$18,878	$335.42	+$1.5K → SIUPX
8	$22,369	$570.14	$20,560	$341.49	+$1.8K → SIUPX
9	$24,520	$585.06	$22,367	$347.25	+$2.2K → SIUPX
10	$26,836	$599.36	$24,307	$352.73	+$2.5K → SIUPX

SIUPX vs HDV: Complete Analysis 2026

SIUPX — Stock

The investment seeks to provide current income. The fund normally invests at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in investment grade fixed-income securities. It may, without limitation, seek to obtain exposure to the securities in which it primarily invests through a variety of investment vehicles, principally closed-end funds, exchange-traded funds ("ETFs") and other mutual funds. The fund may invest up to 20% of its assets in preferred stock.

Full SIUPX 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.