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SOXM vs HDV: Dividend Comparison 2026

SOXM yields 8.94% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SOXM wins by $11.9K in total portfolio value
10 years
SOXM
SOXM
● Live price
8.94%
Share price
$22.36
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.2K
Annual income
$1,572.43
Full SOXM 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 — SOXM vs HDV

📍 SOXM 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 PeriodSOXMHDV
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, SOXM + HDV cover 0 of 12 months — good coverage

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

SOXM
Annual income on $10K today (after 15% tax)
$760.29/yr
After 10yr DRIP, annual income (after tax)
$1,336.57/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, SOXM beats the other by $1,037.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SOXM: 50%HDV: 50%
100% HDV50/50100% SOXM
Portfolio after 10yr
$30.2K
Annual income
$962.08/yr
Blended yield
3.18%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOXM buys
0
HDV buys
0
No recent congressional trades found for SOXM or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOXMHDV
Forward yield8.94% ✓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$36.2K ✓$24.3K
Annual income after 10y$1,572.43 ✓$351.71
Total dividends collected$12.3K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSOXM PortfolioSOXM Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,594$894.45$11,002$291.67+$592.00 → SOXM
2$13,375$969.23$12,082$299.61+$1.3K → SOXM
3$15,357$1,044.95$13,247$307.23+$2.1K → SOXM
4$17,553$1,121.24$14,503$314.52+$3.0K → SOXM
5$19,979$1,197.75$15,854$321.50+$4.1K → SOXM
6$22,652$1,274.14$17,308$328.15+$5.3K → SOXM
7$25,588$1,350.08$18,871$334.49+$6.7K → SOXM
8$28,804$1,425.28$20,551$340.53+$8.3K → SOXM
9$32,320$1,499.48$22,357$346.27+$10.0K → SOXM
10$36,154$1,572.43$24,296$351.71+$11.9K → SOXM

SOXM vs HDV: Complete Analysis 2026

SOXM — Stock

SOXM is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SOXM shares.

Full SOXM 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.