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SOFL vs HDV: Dividend Comparison 2026

SOFL yields 8.76% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SOFL wins by $11.4K in total portfolio value
10 years
SOFL
SOFL
● Live price
8.76%
Share price
$22.84
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.7K
Annual income
$1,521.81
Full SOFL 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 — SOFL vs HDV

📍 SOFL 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 PeriodSOFLHDV
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, SOFL + HDV cover 0 of 12 months — good coverage

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

SOFL
Annual income on $10K today (after 15% tax)
$744.31/yr
After 10yr DRIP, annual income (after tax)
$1,293.54/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, SOFL beats the other by $994.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SOFL: 50%HDV: 50%
100% HDV50/50100% SOFL
Portfolio after 10yr
$30.0K
Annual income
$936.76/yr
Blended yield
3.12%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOFL buys
0
HDV buys
0
No recent congressional trades found for SOFL or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOFLHDV
Forward yield8.76% ✓2.92%
Annual dividend / share$2.00$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.7K ✓$24.3K
Annual income after 10y$1,521.81 ✓$351.71
Total dividends collected$12.0K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSOFL PortfolioSOFL Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,576$875.66$11,002$291.67+$574.00 → SOFL
2$13,333$947.32$12,082$299.61+$1.3K → SOFL
3$15,286$1,019.78$13,247$307.23+$2.0K → SOFL
4$17,449$1,092.67$14,503$314.52+$2.9K → SOFL
5$19,836$1,165.67$15,854$321.50+$4.0K → SOFL
6$22,463$1,238.44$17,308$328.15+$5.2K → SOFL
7$25,346$1,310.70$18,871$334.49+$6.5K → SOFL
8$28,503$1,382.18$20,551$340.53+$8.0K → SOFL
9$31,951$1,452.62$22,357$346.27+$9.6K → SOFL
10$35,709$1,521.81$24,296$351.71+$11.4K → SOFL

SOFL vs HDV: Complete Analysis 2026

SOFL — Stock

The fund is an actively managed ETF that attempts to achieve, before fees and expenses, two times (200%) the daily percentage change in the performance of the index by employing derivatives, namely swap agreements and/or listed options contracts. The fund is non-diversified.

Full SOFL 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.