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WTLTX vs HDV: Dividend Comparison 2026

WTLTX yields 3.79% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WTLTX wins by $1.3K in total portfolio value
10 years
WTLTX
WTLTX
● Live price
3.79%
Share price
$8.82
Annual div
$0.33
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.6K
Annual income
$484.25
Full WTLTX 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 — WTLTX vs HDV

📍 WTLTX 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 PeriodWTLTXHDV
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, WTLTX + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

WTLTX
Annual income on $10K today (after 15% tax)
$322.56/yr
After 10yr DRIP, annual income (after tax)
$411.61/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, WTLTX beats the other by $111.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WTLTX: 50%HDV: 50%
100% HDV50/50100% WTLTX
Portfolio after 10yr
$24.9K
Annual income
$418.49/yr
Blended yield
1.68%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WTLTX buys
0
HDV buys
0
No recent congressional trades found for WTLTX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWTLTXHDV
Forward yield3.79% ✓2.92%
Annual dividend / share$0.33$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.6K ✓$24.3K
Annual income after 10y$484.25 ✓$352.73
Total dividends collected$4.3K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWTLTX PortfolioWTLTX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,079$379.48$11,002$292.38+$77.00 → WTLTX
2$12,248$392.94$12,084$300.36+$164.00 → WTLTX
3$13,511$405.96$13,250$308.02+$261.00 → WTLTX
4$14,876$418.54$14,506$315.35+$370.00 → WTLTX
5$16,348$430.65$15,858$322.35+$490.00 → WTLTX
6$17,934$442.30$17,313$329.04+$621.00 → WTLTX
7$19,643$453.49$18,878$335.42+$765.00 → WTLTX
8$21,482$464.21$20,560$341.49+$922.00 → WTLTX
9$23,461$474.46$22,367$347.25+$1.1K → WTLTX
10$25,587$484.25$24,307$352.73+$1.3K → WTLTX

WTLTX vs HDV: Complete Analysis 2026

WTLTX — Stock

Under normal circumstances, the fund will invest at least eighty percent (80%) of the value of its net assets plus any borrowings for investment purposes in "high yield" securities. It may invest up to twenty-five percent (25%) in non-U.S. dollar-denominated securities.

Full WTLTX 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.