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URAX vs HDV: Dividend Comparison 2026

URAX yields 5.38% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 URAX wins by $4.2K in total portfolio value
10 years
URAX
URAX
● Live price
5.38%
Share price
$7.94
Annual div
$0.43
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.5K
Annual income
$759.47
Full URAX 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 — URAX vs HDV

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

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
URAX pays
HDV pays
Both pay
Neither
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Tax Bracket Optimizer

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

URAX
Annual income on $10K today (after 15% tax)
$457.67/yr
After 10yr DRIP, annual income (after tax)
$645.55/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, URAX beats the other by $345.73/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

URAX: 50%HDV: 50%
100% HDV50/50100% URAX
Portfolio after 10yr
$26.4K
Annual income
$556.10/yr
Blended yield
2.11%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

URAX buys
0
HDV buys
0
No recent congressional trades found for URAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricURAXHDV
Forward yield5.38% ✓2.92%
Annual dividend / share$0.43$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.5K ✓$24.3K
Annual income after 10y$759.47 ✓$352.73
Total dividends collected$6.5K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearURAX PortfolioURAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,238$538.44$11,002$292.38+$236.00 → URAX
2$12,591$565.53$12,084$300.36+$507.00 → URAX
3$14,064$592.13$13,250$308.02+$814.00 → URAX
4$15,667$618.16$14,506$315.35+$1.2K → URAX
5$17,407$643.55$15,858$322.35+$1.5K → URAX
6$19,294$668.25$17,313$329.04+$2.0K → URAX
7$21,337$692.23$18,878$335.42+$2.5K → URAX
8$23,546$715.44$20,560$341.49+$3.0K → URAX
9$25,932$737.86$22,367$347.25+$3.6K → URAX
10$28,506$759.47$24,307$352.73+$4.2K → URAX

URAX vs HDV: Complete Analysis 2026

URAX — Stock

The fund is an actively managed ETF that attempts to achieve two times (200%) the daily percentage change in the share price of the underlying security by entering into swap agreements on the underlying security. The fund is non-diversified.

Full URAX 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.