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SSSJX vs HDV: Dividend Comparison 2026

SSSJX yields 3.64% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SSSJX wins by $1.0K in total portfolio value
10 years
SSSJX
SSSJX
● Live price
3.64%
Share price
$54.94
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.3K
Annual income
$460.02
Full SSSJX 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 — SSSJX vs HDV

📍 SSSJX 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 PeriodSSSJXHDV
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, SSSJX + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

SSSJX
Annual income on $10K today (after 15% tax)
$309.43/yr
After 10yr DRIP, annual income (after tax)
$391.02/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, SSSJX beats the other by $92.06/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SSSJX: 50%HDV: 50%
100% HDV50/50100% SSSJX
Portfolio after 10yr
$24.8K
Annual income
$405.87/yr
Blended yield
1.64%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SSSJX buys
0
HDV buys
0
No recent congressional trades found for SSSJX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSSSJXHDV
Forward yield3.64% ✓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$25.3K ✓$24.3K
Annual income after 10y$460.02 ✓$351.71
Total dividends collected$4.1K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSSSJX PortfolioSSSJX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,064$364.03$11,002$291.67+$62.00 → SSSJX
2$12,215$376.42$12,082$299.61+$133.00 → SSSJX
3$13,458$388.39$13,247$307.23+$211.00 → SSSJX
4$14,800$399.93$14,503$314.52+$297.00 → SSSJX
5$16,247$411.04$15,854$321.50+$393.00 → SSSJX
6$17,806$421.70$17,308$328.15+$498.00 → SSSJX
7$19,485$431.93$18,871$334.49+$614.00 → SSSJX
8$21,291$441.73$20,551$340.53+$740.00 → SSSJX
9$23,232$451.08$22,357$346.27+$875.00 → SSSJX
10$25,318$460.02$24,296$351.71+$1.0K → SSSJX

SSSJX vs HDV: Complete Analysis 2026

SSSJX — Stock

The fund will invest at least 80% of its net assets (plus borrowings, if any) in equity securities of companies in the Russell 2000® Index, the fund's benchmark. It may invest up to 20% of its net assets in equity securities not included in the Russell 2000® Index.

Full SSSJX 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.