Is SVAIX or HDV a better dividend investment in 2026?

SVAIX currently yields 6.26% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: SVAIX offers higher current income.

What is the dividend yield difference between SVAIX and HDV?

SVAIX has a forward dividend yield of 6.26% ($0.43/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 3.34 percentage points.

Home › Compare › SVAIX vs HDV

SVAIX vs HDV: Dividend Comparison 2026

SVAIX yields 6.26% · HDV yields 2.92%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 SVAIX wins by $5.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SVAIX

● Live price

6.26%

Share price

$6.87

Annual div

$0.43

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$30.2K

Annual income

$931.57

Full SVAIX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — SVAIX vs HDV

📍 SVAIX 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 Period	SVAIX	HDV
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, SVAIX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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SVAIX 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.

SVAIX

Annual income on $10K today (after 15% tax)

$531.68/yr

After 10yr DRIP, annual income (after tax)

$791.83/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, SVAIX beats the other by $492.01/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

SVAIX: 50%HDV: 50%

100% HDV50/50100% SVAIX

Portfolio after 10yr

$27.3K

Annual income

$642.14/yr

Blended yield

2.35%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVAIX buys

HDV buys

No recent congressional trades found for SVAIX or HDV in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSVAIXHDV

Forward yield	6.26% ✓	2.92%
Annual dividend / share	$0.43	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$30.2K ✓	$24.3K
Annual income after 10y	$931.57 ✓	$352.73
Total dividends collected	$7.8K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SVAIX Portfolio	SVAIX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,326	$625.50	$11,002	$292.38	+$324.00 → SVAIX
2	$12,780	$662.07	$12,084	$300.36	+$696.00 → SVAIX
3	$14,373	$698.24	$13,250	$308.02	+$1.1K → SVAIX
4	$16,113	$733.89	$14,506	$315.35	+$1.6K → SVAIX
5	$18,010	$768.91	$15,858	$322.35	+$2.2K → SVAIX
6	$20,074	$803.20	$17,313	$329.04	+$2.8K → SVAIX
7	$22,316	$836.68	$18,878	$335.42	+$3.4K → SVAIX
8	$24,747	$869.27	$20,560	$341.49	+$4.2K → SVAIX
9	$27,380	$900.92	$22,367	$347.25	+$5.0K → SVAIX
10	$30,229	$931.57	$24,307	$352.73	+$5.9K → SVAIX

SVAIX vs HDV: Complete Analysis 2026

SVAIX — Stock

The fund pursues its investment objective by investing primarily in high dividend-paying common stocks with dividend growth potential. The Adviser’s security selection process involves prioritizing stocks based on attractive combinations of dividend yield and dividend growth potential over time following review of appropriate fundamental criteria, including, but not limited to, balance sheet strength, earnings growth, and cash flow durability. The fund may use derivative contracts, such as forward contracts, to manage or hedge the fund's currency exposure.

Full SVAIX 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.