HomeCompareSSREF vs HDV

SSREF vs HDV: Dividend Comparison 2026

SSREF yields 4.67% · HDV yields 2.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SSREF wins by $76.8K in total portfolio value
10 years
SSREF
SSREF
● Live price
4.67%
Share price
$158.00
Annual div
$7.38
5Y div CAGR
32.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$101.1K
Annual income
$28,834.19
Full SSREF 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 — SSREF vs HDV

📍 SSREF 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 PeriodSSREFHDV
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, SSREF + HDV cover 0 of 12 monthsgood coverage

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

SSREF
Annual income on $10K today (after 15% tax)
$397.24/yr
After 10yr DRIP, annual income (after tax)
$24,509.06/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, SSREF beats the other by $24,209.24/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SSREF: 50%HDV: 50%
100% HDV50/50100% SSREF
Portfolio after 10yr
$62.7K
Annual income
$14,593.45/yr
Blended yield
23.28%
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Analyst Conviction Gap

Where Wall Street is split right now

SSREF
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
1.7
Piotroski
5/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SSREF buys
0
HDV buys
0
No recent congressional trades found for SSREF or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSSREFHDV
Forward yield4.67%2.92%
Annual dividend / share$7.38$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR32.6%0%
Portfolio after 10y$101.1K$24.3K
Annual income after 10y$28,834.19$352.73
Total dividends collected$72.4K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSSREF PortfolioSSREF Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,320$619.70$11,002$292.38+$318.00SSREF
2$12,981$869.31$12,084$300.36+$897.00SSREF
3$15,126$1,235.43$13,250$308.02+$1.9KSSREF
4$17,968$1,783.89$14,506$315.35+$3.5KSSREF
5$21,852$2,626.16$15,858$322.35+$6.0KSSREF
6$27,340$3,957.95$17,313$329.04+$10.0KSSREF
7$35,390$6,136.64$18,878$335.42+$16.5KSSREF
8$47,712$9,844.16$20,560$341.49+$27.2KSSREF
9$67,498$16,446.75$22,367$347.25+$45.1KSSREF
10$101,057$28,834.19$24,307$352.73+$76.8KSSREF

SSREF vs HDV: Complete Analysis 2026

SSREFStock

Swiss Re AG, together with its subsidiaries, provides wholesale reinsurance, insurance, other insurance-based forms of risk transfer, and other insurance-related services worldwide. The company operates through Property & Casualty Reinsurance, Life & Health Reinsurance, and Corporate Solutions. The Property & Casualty Reinsurance segment underwrites property reinsurance, including property, credit and surety, engineering, aviation, marine, agriculture, retakaful, and facultative reinsurance solutions; and casualty reinsurance, such as liability, motor, worker's compensation, personal accident, management and professional liability, cyber, and facultative reinsurance solutions. The Life & Health Reinsurance segment underwrites life and health insurance products. The Corporate Solutions segment offers standard risk transfer covers and multi-line programs to customized solutions. It serves stock and mutual insurance companies, public sector and governmental entities, mid-sized and large corporations, and individuals. Swiss Re AG was founded in 1863 and is headquartered in Zurich, Switzerland.

Full SSREF 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.