HomeCompareSOVO vs HDV

SOVO vs HDV: Dividend Comparison 2026

SOVO yields 8.70% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $3.1K in total portfolio value· pulled ahead in Year 3
10 years
SOVO
SOVO
● Live price
8.70%
Share price
$22.98
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.2K
Annual income
$0.92
Full SOVO 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 — SOVO vs HDV

📍 HDV pulled ahead of the other in Year 3

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 PeriodSOVOHDV
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, SOVO + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SOVO
Annual income on $10K today (after 15% tax)
$739.77/yr
After 10yr DRIP, annual income (after tax)
$0.78/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, HDV beats the other by $299.04/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SOVO: 50%HDV: 50%
100% HDV50/50100% SOVO
Portfolio after 10yr
$22.8K
Annual income
$176.82/yr
Blended yield
0.78%
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Analyst Conviction Gap

Where Wall Street is most bullish on SOVO right now

SOVO
Analyst Ratings
4
Buy
8
Hold
Consensus: Hold
Price Target
$21.13
-8.1% upside vs current
Range: $16.00 — $23.00
Altman Z
3.1
Piotroski
7/9
HDV
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOVO buys
0
HDV buys
0
No recent congressional trades found for SOVO or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOVOHDV
Forward yield8.70%2.92%
Annual dividend / share$2.00$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$21.2K$24.3K
Annual income after 10y$0.92$352.73
Total dividends collected$893.00$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSOVO PortfolioSOVO Income/yrHDV PortfolioHDV Income/yrGap
1$11,135$435.16$11,002$292.38+$133.00SOVO
2$12,141$226.43$12,084$300.36+$57.00SOVO
3← crossover$13,106$115.37$13,250$308.02$144.00HDV
4$14,082$58.20$14,506$315.35$424.00HDV
5$15,097$29.22$15,858$322.35$761.00HDV
6$16,168$14.64$17,313$329.04$1.1KHDV
7$17,307$7.33$18,878$335.42$1.6KHDV
8$18,523$3.66$20,560$341.49$2.0KHDV
9$19,821$1.83$22,367$347.25$2.5KHDV
10$21,209$0.92$24,307$352.73$3.1KHDV

SOVO vs HDV: Complete Analysis 2026

SOVOStock

Sovos Brands, Inc., through its subsidiaries, manufactures and distributes consumer food products in the United States. The company operates in two segments, Dinners & Sauces, and Breakfast & Snacks. It provides pasta sauces, dry pasta, soups, frozen entrees, yogurts, pancake and waffle mixes, other baking mixes, and frozen waffles under the Rao's, Michael Angelo's, noosa, and Birch Benders brands. The company sells its products principally to retail outlets and wholesale distributors, including traditional supermarkets, mass merchants, warehouse clubs, wholesalers, specialty food distributors, military commissaries, and non-food outlets, such as drug store chains, dollar stores, and e-commerce retailers. Sovos Brands, Inc. was founded in 1983 and is headquartered in Louisville, Colorado.

Full SOVO 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.