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SPBX vs HDV: Dividend Comparison 2026

SPBX yields 7.44% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPBX wins by $8.4K in total portfolio value
10 years
SPBX
SPBX
● Live price
7.44%
Share price
$26.88
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.7K
Annual income
$1,192.62
Full SPBX 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 — SPBX vs HDV

📍 SPBX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSPBXHDV
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, SPBX + HDV cover 0 of 12 months — good coverage

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

SPBX
Annual income on $10K today (after 15% tax)
$632.44/yr
After 10yr DRIP, annual income (after tax)
$1,013.73/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, SPBX beats the other by $713.91/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPBX: 50%HDV: 50%
100% HDV50/50100% SPBX
Portfolio after 10yr
$28.5K
Annual income
$772.67/yr
Blended yield
2.71%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPBX buys
0
HDV buys
0
No recent congressional trades found for SPBX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPBXHDV
Forward yield7.44% ✓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$32.7K ✓$24.3K
Annual income after 10y$1,192.62 ✓$352.73
Total dividends collected$9.7K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSPBX PortfolioSPBX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,444$744.05$11,002$292.38+$442.00 → SPBX
2$13,041$795.79$12,084$300.36+$957.00 → SPBX
3$14,801$847.50$13,250$308.02+$1.6K → SPBX
4$16,736$898.98$14,506$315.35+$2.2K → SPBX
5$18,858$950.01$15,858$322.35+$3.0K → SPBX
6$21,178$1,000.40$17,313$329.04+$3.9K → SPBX
7$23,711$1,050.00$18,878$335.42+$4.8K → SPBX
8$26,469$1,098.66$20,560$341.49+$5.9K → SPBX
9$29,468$1,146.23$22,367$347.25+$7.1K → SPBX
10$32,724$1,192.62$24,307$352.73+$8.4K → SPBX

SPBX vs HDV: Complete Analysis 2026

SPBX — Stock

The fund seeks to provide capital appreciation with downside risk mitigation.

Full SPBX 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.