HomeCompareWBII vs HDV

WBII vs HDV: Dividend Comparison 2026

WBII yields 9.65% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WBII wins by $13.6K in total portfolio value
10 years
WBII
WBII
● Live price
9.65%
Share price
$20.73
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.9K
Annual income
$1,770.32
Full WBII 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 — WBII vs HDV

📍 WBII 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 PeriodWBIIHDV
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, WBII + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

WBII
Annual income on $10K today (after 15% tax)
$820.06/yr
After 10yr DRIP, annual income (after tax)
$1,504.77/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, WBII beats the other by $1,205.82/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WBII: 50%HDV: 50%
100% HDV50/50100% WBII
Portfolio after 10yr
$31.1K
Annual income
$1,061.02/yr
Blended yield
3.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WBII buys
0
HDV buys
0
No recent congressional trades found for WBII or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWBIIHDV
Forward yield9.65%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$37.9K$24.3K
Annual income after 10y$1,770.32$351.71
Total dividends collected$13.7K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWBII PortfolioWBII Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,665$964.78$11,002$291.67+$663.00WBII
2$13,533$1,051.77$12,082$299.61+$1.5KWBII
3$15,621$1,140.40$13,247$307.23+$2.4KWBII
4$17,944$1,230.21$14,503$314.52+$3.4KWBII
5$20,521$1,320.76$15,854$321.50+$4.7KWBII
6$23,369$1,411.61$17,308$328.15+$6.1KWBII
7$26,508$1,502.36$18,871$334.49+$7.6KWBII
8$29,956$1,592.63$20,551$340.53+$9.4KWBII
9$33,735$1,682.05$22,357$346.27+$11.4KWBII
10$37,867$1,770.32$24,296$351.71+$13.6KWBII

WBII vs HDV: Complete Analysis 2026

WBIIStock

Under normal market conditions, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in income-producing debt and equity securities of foreign and domestic issuers, including the securities of foreign and domestic corporate and government entities.

Full WBII 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 →
📬

Get this WBII vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

WBII vs SCHDWBII vs JEPIWBII vs OWBII vs KOWBII vs MAINWBII vs VYMWBII vs DVYWBII vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.