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SWVXX vs HDV: Dividend Comparison 2026

SWVXX yields 3.61% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SWVXX wins by $973.00 in total portfolio value
10 years
SWVXX
SWVXX
● Live price
3.61%
Share price
$1.00
Annual div
$0.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.3K
Annual income
$455.64
Full SWVXX 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 — SWVXX vs HDV

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

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

Tax Bracket Optimizer

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

SWVXX
Annual income on $10K today (after 15% tax)
$307.04/yr
After 10yr DRIP, annual income (after tax)
$387.29/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, SWVXX beats the other by $88.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWVXX: 50%HDV: 50%
100% HDV50/50100% SWVXX
Portfolio after 10yr
$24.8K
Annual income
$403.68/yr
Blended yield
1.63%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWVXX buys
0
HDV buys
0
No recent congressional trades found for SWVXX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWVXXHDV
Forward yield3.61% ✓2.92%
Annual dividend / share$0.04$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.3K ✓$24.3K
Annual income after 10y$455.64 ✓$351.71
Total dividends collected$4.1K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSWVXX PortfolioSWVXX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,061$361.22$11,002$291.67+$59.00 → SWVXX
2$12,209$373.41$12,082$299.61+$127.00 → SWVXX
3$13,449$385.19$13,247$307.23+$202.00 → SWVXX
4$14,787$396.55$14,503$314.52+$284.00 → SWVXX
5$16,229$407.48$15,854$321.50+$375.00 → SWVXX
6$17,783$417.97$17,308$328.15+$475.00 → SWVXX
7$19,456$428.04$18,871$334.49+$585.00 → SWVXX
8$21,256$437.66$20,551$340.53+$705.00 → SWVXX
9$23,190$446.86$22,357$346.27+$833.00 → SWVXX
10$25,269$455.64$24,296$351.71+$973.00 → SWVXX

SWVXX vs HDV: Complete Analysis 2026

SWVXX — Stock

The fund’s goal is to seek the highest current income consistent with stability of capital and liquidity.

Full SWVXX 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.