Is WESNX or HDV a better dividend investment in 2026?

WESNX currently yields 9.04% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: WESNX offers higher current income.

What is the dividend yield difference between WESNX and HDV?

WESNX has a forward dividend yield of 9.04% ($2.08/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 6.12 percentage points.

Home › Compare › WESNX vs HDV

WESNX vs HDV: Dividend Comparison 2026

WESNX yields 9.04% · HDV yields 2.92%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 WESNX wins by $12.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

WESNX

● Live price

9.04%

Share price

$23.02

Annual div

$2.08

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$36.4K

Annual income

$1,598.69

Full WESNX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.72

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$351.71

Full HDV calculator →

Portfolio growth — WESNX vs HDV

📍 WESNX 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 Period	WESNX	HDV
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, WESNX + HDV cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

WESNX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

WESNX

Annual income on $10K today (after 15% tax)

$768.46/yr

After 10yr DRIP, annual income (after tax)

$1,358.89/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, WESNX beats the other by $1,059.93/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

WESNX: 50%HDV: 50%

100% HDV50/50100% WESNX

Portfolio after 10yr

$30.3K

Annual income

$975.21/yr

Blended yield

3.21%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WESNX buys

HDV buys

No recent congressional trades found for WESNX or HDV in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricWESNXHDV

Forward yield	9.04% ✓	2.92%
Annual dividend / share	$2.08	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$36.4K ✓	$24.3K
Annual income after 10y	$1,598.69 ✓	$351.71
Total dividends collected	$12.5K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	WESNX Portfolio	WESNX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,604	$904.07	$11,002	$291.67	+$602.00 → WESNX
2	$13,397	$980.46	$12,082	$299.61	+$1.3K → WESNX
3	$15,392	$1,057.88	$13,247	$307.23	+$2.1K → WESNX
4	$17,606	$1,135.95	$14,503	$314.52	+$3.1K → WESNX
5	$20,053	$1,214.30	$15,854	$321.50	+$4.2K → WESNX
6	$22,749	$1,292.57	$17,308	$328.15	+$5.4K → WESNX
7	$25,712	$1,370.44	$18,871	$334.49	+$6.8K → WESNX
8	$28,959	$1,447.59	$20,551	$340.53	+$8.4K → WESNX
9	$32,510	$1,523.76	$22,357	$346.27	+$10.2K → WESNX
10	$36,384	$1,598.69	$24,296	$351.71	+$12.1K → WESNX

WESNX vs HDV: Complete Analysis 2026

WESNX — Stock

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of emerging market small capitalization ("small cap") companies. The fund invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), issued by emerging market small cap companies, that the Adviser believes have above average growth, profitability and quality characteristics.

Full WESNX 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 →

📬

Get this WESNX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

WESNX vs SCHD WESNX vs JEPI WESNX vs O WESNX vs KO WESNX vs MAIN WESNX vs VYM WESNX vs DVY WESNX 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.