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SWTSX vs HDV: Dividend Comparison 2026

SWTSX yields 1.18% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $2.9K in total portfolio value
10 years
SWTSX
SWTSX
● Live price
1.18%
Share price
$15.28
Annual div
$0.18
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$127.54
Full SWTSX 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 — SWTSX vs HDV

📍 HDV pulled ahead of the other in Year 1

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 PeriodSWTSXHDV
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, SWTSX + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

SWTSX
Annual income on $10K today (after 15% tax)
$100.41/yr
After 10yr DRIP, annual income (after tax)
$108.41/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, HDV beats the other by $190.54/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWTSX: 50%HDV: 50%
100% HDV50/50100% SWTSX
Portfolio after 10yr
$22.8K
Annual income
$239.63/yr
Blended yield
1.05%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWTSX buys
0
HDV buys
0
No recent congressional trades found for SWTSX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWTSXHDV
Forward yield1.18%2.92% ✓
Annual dividend / share$0.18$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.4K$24.3K ✓
Annual income after 10y$127.54$351.71 ✓
Total dividends collected$1.2K$3.2K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSWTSX PortfolioSWTSX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,818$118.13$11,002$291.67$184.00 → HDV
2$11,695$119.43$12,082$299.61$387.00 → HDV
3$12,634$120.66$13,247$307.23$613.00 → HDV
4$13,640$121.83$14,503$314.52$863.00 → HDV
5$14,718$122.93$15,854$321.50$1.1K → HDV
6$15,872$123.96$17,308$328.15$1.4K → HDV
7$17,108$124.94$18,871$334.49$1.8K → HDV
8$18,432$125.86$20,551$340.53$2.1K → HDV
9$19,849$126.72$22,357$346.27$2.5K → HDV
10$21,366$127.54$24,296$351.71$2.9K → HDV

SWTSX vs HDV: Complete Analysis 2026

SWTSX — Stock

The fund’s goal is to track the total return of the entire U.S. stock market, as measured by the Dow Jones U.S. Total Stock Market IndexSM.

Full SWTSX 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.