Is SVSPX or HDV a better dividend investment in 2026?

SVSPX currently yields 8.93% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: SVSPX offers higher current income.

What is the dividend yield difference between SVSPX and HDV?

SVSPX has a forward dividend yield of 8.93% ($23.13/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 6.01 percentage points.

Home › Compare › SVSPX vs HDV

SVSPX vs HDV: Dividend Comparison 2026

SVSPX yields 8.93% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 SVSPX wins by $11.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SVSPX

● Live price

8.93%

Share price

$259.00

Annual div

$23.13

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$36.1K

Annual income

$1,568.32

Full SVSPX 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 — SVSPX vs HDV

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

—

Oct

—

Nov

—

Dec

—

SVSPX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SVSPX

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

$759.00/yr

After 10yr DRIP, annual income (after tax)

$1,333.07/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, SVSPX beats the other by $1,033.25/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SVSPX: 50%HDV: 50%

100% HDV50/50100% SVSPX

Portfolio after 10yr

$30.2K

Annual income

$960.52/yr

Blended yield

3.18%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVSPX buys

HDV buys

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

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

MetricSVSPXHDV

Forward yield	8.93% ✓	2.92%
Annual dividend / share	$23.13 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$36.1K ✓	$24.3K
Annual income after 10y	$1,568.32 ✓	$352.73
Total dividends collected	$12.3K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SVSPX Portfolio	SVSPX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,593	$892.94	$11,002	$292.38	+$591.00 → SVSPX
2	$13,372	$967.46	$12,084	$300.36	+$1.3K → SVSPX
3	$15,351	$1,042.92	$13,250	$308.02	+$2.1K → SVSPX
4	$17,544	$1,118.93	$14,506	$315.35	+$3.0K → SVSPX
5	$19,968	$1,195.16	$15,858	$322.35	+$4.1K → SVSPX
6	$22,637	$1,271.25	$17,313	$329.04	+$5.3K → SVSPX
7	$25,568	$1,346.89	$18,878	$335.42	+$6.7K → SVSPX
8	$28,780	$1,421.79	$20,560	$341.49	+$8.2K → SVSPX
9	$32,290	$1,495.68	$22,367	$347.25	+$9.9K → SVSPX
10	$36,118	$1,568.32	$24,307	$352.73	+$11.8K → SVSPX

SVSPX vs HDV: Complete Analysis 2026

SVSPX — Stock

The adviser uses an index tracking management strategy designed to track the performance of the S&P 500® Index (S&P 500 or index). The index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors and that measures the performance of the large-cap sector of the U.S. equities market.

Full SVSPX 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.