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SWANX vs HDV: Dividend Comparison 2026

SWANX yields 7.18% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SWANX wins by $7.9K in total portfolio value
10 years
SWANX
SWANX
● Live price
7.18%
Share price
$22.54
Annual div
$1.62
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.1K
Annual income
$1,131.41
Full SWANX 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 — SWANX vs HDV

📍 SWANX 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 PeriodSWANXHDV
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%.
📅

Dividend Calendar Overlap

Combined, SWANX + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

SWANX
Annual income on $10K today (after 15% tax)
$609.90/yr
After 10yr DRIP, annual income (after tax)
$961.70/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, SWANX beats the other by $662.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWANX: 50%HDV: 50%
100% HDV50/50100% SWANX
Portfolio after 10yr
$28.2K
Annual income
$741.57/yr
Blended yield
2.63%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWANX buys
0
HDV buys
0
No recent congressional trades found for SWANX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWANXHDV
Forward yield7.18% ✓2.92%
Annual dividend / share$1.62$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.1K ✓$24.3K
Annual income after 10y$1,131.41 ✓$351.71
Total dividends collected$9.3K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSWANX PortfolioSWANX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,418$717.52$11,002$291.67+$416.00 → SWANX
2$12,982$765.64$12,082$299.61+$900.00 → SWANX
3$14,705$813.62$13,247$307.23+$1.5K → SWANX
4$16,595$861.28$14,503$314.52+$2.1K → SWANX
5$18,666$908.43$15,854$321.50+$2.8K → SWANX
6$20,927$954.90$17,308$328.15+$3.6K → SWANX
7$23,392$1,000.55$18,871$334.49+$4.5K → SWANX
8$26,075$1,045.26$20,551$340.53+$5.5K → SWANX
9$28,989$1,088.91$22,357$346.27+$6.6K → SWANX
10$32,150$1,131.41$24,296$351.71+$7.9K → SWANX

SWANX vs HDV: Complete Analysis 2026

SWANX — Stock

The fund seeks long-term capital growth.

Full SWANX 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.