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SMAL vs HDV: Dividend Comparison 2026

SMAL yields 2.43% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SMAL wins by $152.92M in total portfolio value
10 years
SMAL
SMAL
● Live price
2.43%
Share price
$58.00
Annual div
$1.41
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$152.95M
Annual income
$141,745,669.47
Full SMAL 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 — SMAL vs HDV

📍 SMAL 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 PeriodSMALHDV
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, SMAL + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

SMAL
Annual income on $10K today (after 15% tax)
$206.64/yr
After 10yr DRIP, annual income (after tax)
$120,483,819.05/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, SMAL beats the other by $120,483,519.23/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMAL: 50%HDV: 50%
100% HDV50/50100% SMAL
Portfolio after 10yr
$76.49M
Annual income
$70,873,011.10/yr
Blended yield
92.66%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMAL buys
0
HDV buys
0
No recent congressional trades found for SMAL or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMALHDV
Forward yield2.43%2.92% ✓
Annual dividend / share$1.41$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100% ✓0%
Portfolio after 10y$152.95M ✓$24.3K
Annual income after 10y$141,745,669.47 ✓$352.73
Total dividends collected$152.08M ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSMAL PortfolioSMAL Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,186$486.21$11,002$292.38+$184.00 → SMAL
2$12,986$1,016.60$12,084$300.36+$902.00 → SMAL
3$16,101$2,205.89$13,250$308.02+$2.9K → SMAL
4$22,340$5,112.17$14,506$315.35+$7.8K → SMAL
5$37,162$13,258.32$15,858$322.35+$21.3K → SMAL
6$80,988$41,224.20$17,313$329.04+$63.7K → SMAL
7$254,582$167,925.67$18,878$335.42+$235.7K → SMAL
8$1,259,076$986,672.62$20,560$341.49+$1.24M → SMAL
9$10,468,217$9,121,006.02$22,367$347.25+$10.45M → SMAL
10$152,946,662$141,745,669.47$24,307$352.73+$152.92M → SMAL

SMAL vs HDV: Complete Analysis 2026

SMAL — Stock

Summit Bancshares, Inc., through its subsidiary, Summit Bank, provides commercial credit and other banking services in California. It offers checking and savings accounts, and certificates of deposit. The company also provides commercial real estate, land development and construction, and commercial and consumer loans, as well as letters of credit. The company offers its products and services through three branches to small and mid-sized businesses and professionals, including professional firms of physicians, attorneys, accountants, real estate developers, retailers, service firms, wholesalers, and distributors, as well as individuals. Summit Bancshares, Inc. was founded in 1982 and is based in Oakland, California.

Full SMAL 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.