HomeCompareUSHG vs HDV

USHG vs HDV: Dividend Comparison 2026

USHG yields 6.35% · HDV yields 2.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 USHG wins by $6.1K in total portfolio value
10 years
USHG
USHG
● Live price
6.35%
Share price
$31.51
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.4K
Annual income
$950.73
Full USHG 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 — USHG vs HDV

📍 USHG 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 PeriodUSHGHDV
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%.
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Dividend Calendar Overlap

Combined, USHG + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
USHG 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.

USHG
Annual income on $10K today (after 15% tax)
$539.51/yr
After 10yr DRIP, annual income (after tax)
$808.12/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, USHG beats the other by $508.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

USHG: 50%HDV: 50%
100% HDV50/50100% USHG
Portfolio after 10yr
$27.4K
Annual income
$651.73/yr
Blended yield
2.38%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

USHG buys
0
HDV buys
0
No recent congressional trades found for USHG or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUSHGHDV
Forward yield6.35%2.92%
Annual dividend / share$2.00$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.4K$24.3K
Annual income after 10y$950.73$352.73
Total dividends collected$8.0K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearUSHG PortfolioUSHG Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,335$634.72$11,002$292.38+$333.00USHG
2$12,801$672.37$12,084$300.36+$717.00USHG
3$14,406$709.65$13,250$308.02+$1.2KUSHG
4$16,161$746.41$14,506$315.35+$1.7KUSHG
5$18,075$782.56$15,858$322.35+$2.2KUSHG
6$20,158$817.97$17,313$329.04+$2.8KUSHG
7$22,422$852.57$18,878$335.42+$3.5KUSHG
8$24,878$886.27$20,560$341.49+$4.3KUSHG
9$27,538$919.01$22,367$347.25+$5.2KUSHG
10$30,416$950.73$24,307$352.73+$6.1KUSHG

USHG vs HDV: Complete Analysis 2026

USHGStock

The investment seeks to provide long-term capital appreciation and maintain lower than market volatility. The fund, under normal circumstances, invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of issuers economically tied to the United States. It will operate as a "fund-of-funds" by investing primarily in sector-based exchange-traded funds ("ETFs") and other ETFs.

Full USHG Calculator →

HDVETF

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.