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SWT vs HDV: Dividend Comparison 2026

SWT yields 23.22% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $365.00 in total portfolio value· pulled ahead in Year 10
10 years
SWT
SWT
● Live price
23.22%
Share price
$51.06
Annual div
$11.85
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.9K
Annual income
$2.76
Full SWT 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 — SWT vs HDV

📍 HDV pulled ahead of the other in Year 10

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSWTHDV
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, SWT + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

SWT
Annual income on $10K today (after 15% tax)
$1,973.43/yr
After 10yr DRIP, annual income (after tax)
$2.35/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, HDV beats the other by $297.47/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWT: 50%HDV: 50%
100% HDV50/50100% SWT
Portfolio after 10yr
$24.1K
Annual income
$177.74/yr
Blended yield
0.74%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWT buys
0
HDV buys
0
No recent congressional trades found for SWT or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWTHDV
Forward yield23.22% ✓2.92%
Annual dividend / share$11.85 ✓$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0% ✓
Portfolio after 10y$23.9K$24.3K ✓
Annual income after 10y$2.76$352.73 ✓
Total dividends collected$2.5K$3.2K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSWT PortfolioSWT Income/yrHDV PortfolioHDV Income/yrGap
1$11,861$1,160.84$11,002$292.38+$859.00 → SWT
2$13,334$643.39$12,084$300.36+$1.3K → SWT
3$14,606$338.00$13,250$308.02+$1.4K → SWT
4$15,801$173.01$14,506$315.35+$1.3K → SWT
5$16,995$87.46$15,858$322.35+$1.1K → SWT
6$18,228$43.96$17,313$329.04+$915.00 → SWT
7$19,527$22.03$18,878$335.42+$649.00 → SWT
8$20,904$11.03$20,560$341.49+$344.00 → SWT
9$22,373$5.52$22,367$347.25+$6.00 → SWT
10← crossover$23,942$2.76$24,307$352.73$365.00 → HDV

SWT vs HDV: Complete Analysis 2026

SWT — Stock

SWT is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SWT shares.

Full SWT 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.