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WHFBZ vs HDV: Dividend Comparison 2026

WHFBZ yields 7.98% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WHFBZ wins by $11.8K in total portfolio value
10 years
WHFBZ
WHFBZ
● Live price
7.98%
Share price
$25.06
Annual div
$2.00
5Y div CAGR
2.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.1K
Annual income
$1,731.92
Full WHFBZ 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 — WHFBZ vs HDV

📍 WHFBZ 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 PeriodWHFBZHDV
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, WHFBZ + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

WHFBZ
Annual income on $10K today (after 15% tax)
$678.37/yr
After 10yr DRIP, annual income (after tax)
$1,472.13/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, WHFBZ beats the other by $1,173.18/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WHFBZ: 50%HDV: 50%
100% HDV50/50100% WHFBZ
Portfolio after 10yr
$30.2K
Annual income
$1,041.82/yr
Blended yield
3.45%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WHFBZ buys
0
HDV buys
0
No recent congressional trades found for WHFBZ or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWHFBZHDV
Forward yield7.98% ✓2.92%
Annual dividend / share$2.00$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR2.2% ✓0%
Portfolio after 10y$36.1K ✓$24.3K
Annual income after 10y$1,731.92 ✓$351.71
Total dividends collected$12.4K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWHFBZ PortfolioWHFBZ Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,516$815.64$11,002$291.67+$514.00 → WHFBZ
2$13,219$897.13$12,082$299.61+$1.1K → WHFBZ
3$15,128$983.62$13,247$307.23+$1.9K → WHFBZ
4$17,262$1,075.17$14,503$314.52+$2.8K → WHFBZ
5$19,642$1,171.81$15,854$321.50+$3.8K → WHFBZ
6$22,291$1,273.57$17,308$328.15+$5.0K → WHFBZ
7$25,231$1,380.46$18,871$334.49+$6.4K → WHFBZ
8$28,490$1,492.49$20,551$340.53+$7.9K → WHFBZ
9$32,094$1,609.65$22,357$346.27+$9.7K → WHFBZ
10$36,073$1,731.92$24,296$351.71+$11.8K → WHFBZ

WHFBZ vs HDV: Complete Analysis 2026

WHFBZ — Stock

WHFBZ is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in WHFBZ shares.

Full WHFBZ 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.