HomeCompareSKSEX vs HDV

SKSEX vs HDV: Dividend Comparison 2026

SKSEX yields 7.64% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SKSEX wins by $8.9K in total portfolio value
10 years
SKSEX
SKSEX
● Live price
7.64%
Share price
$30.27
Annual div
$2.31
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.2K
Annual income
$1,239.19
Full SKSEX 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 — SKSEX vs HDV

📍 SKSEX 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 PeriodSKSEXHDV
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, SKSEX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SKSEX 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.

SKSEX
Annual income on $10K today (after 15% tax)
$649.20/yr
After 10yr DRIP, annual income (after tax)
$1,053.31/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, SKSEX beats the other by $754.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SKSEX: 50%HDV: 50%
100% HDV50/50100% SKSEX
Portfolio after 10yr
$28.7K
Annual income
$795.46/yr
Blended yield
2.77%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SKSEX buys
0
HDV buys
0
No recent congressional trades found for SKSEX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSKSEXHDV
Forward yield7.64%2.92%
Annual dividend / share$2.31$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.2K$24.3K
Annual income after 10y$1,239.19$351.71
Total dividends collected$10.1K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSKSEX PortfolioSKSEX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,464$763.76$11,002$291.67+$462.00SKSEX
2$13,084$818.28$12,082$299.61+$1.0KSKSEX
3$14,873$872.86$13,247$307.23+$1.6KSKSEX
4$16,842$927.28$14,503$314.52+$2.3KSKSEX
5$19,002$981.31$15,854$321.50+$3.1KSKSEX
6$21,367$1,034.75$17,308$328.15+$4.1KSKSEX
7$23,950$1,087.41$18,871$334.49+$5.1KSKSEX
8$26,766$1,139.13$20,551$340.53+$6.2KSKSEX
9$29,829$1,189.77$22,357$346.27+$7.5KSKSEX
10$33,156$1,239.19$24,296$351.71+$8.9KSKSEX

SKSEX vs HDV: Complete Analysis 2026

SKSEXStock

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. Small-capitalization companies are those with a market capitalization, at the time of purchase, of less than $5 billion or otherwise within the range of capitalizations of companies in the Russell 2000® Index, the S&P SmallCap 600 Index, or the Dow Jones U.S. Small-Cap Total Stock Market Index. The fund may also invest in REITs.

Full SKSEX 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 →
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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.