Is WVALX or HDV a better dividend investment in 2026?

WVALX currently yields 25.47% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: WVALX offers higher current income.

What is the dividend yield difference between WVALX and HDV?

WVALX has a forward dividend yield of 25.47% ($9.38/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 22.55 percentage points.

Home › Compare › WVALX vs HDV

WVALX vs HDV: Dividend Comparison 2026

WVALX yields 25.47% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 WVALX wins by $77.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

WVALX

● Live price

25.47%

Share price

$36.83

Annual div

$9.38

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$101.5K

Annual income

$11,639.10

Full WVALX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — WVALX vs HDV

📍 WVALX 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 Period	WVALX	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%.

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Dividend Calendar Overlap

Combined, WVALX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

—

Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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WVALX 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.

WVALX

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

$2,164.74/yr

After 10yr DRIP, annual income (after tax)

$9,893.24/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, WVALX beats the other by $9,593.41/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

WVALX: 50%HDV: 50%

100% HDV50/50100% WVALX

Portfolio after 10yr

$62.9K

Annual income

$5,995.91/yr

Blended yield

9.53%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WVALX buys

HDV buys

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

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

MetricWVALXHDV

Forward yield	25.47% ✓	2.92%
Annual dividend / share	$9.38 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$101.5K ✓	$24.3K
Annual income after 10y	$11,639.10 ✓	$352.73
Total dividends collected	$64.8K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	WVALX Portfolio	WVALX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$13,247	$2,546.75	$11,002	$292.38	+$2.2K → WVALX
2	$17,327	$3,152.92	$12,084	$300.36	+$5.2K → WVALX
3	$22,394	$3,854.26	$13,250	$308.02	+$9.1K → WVALX
4	$28,617	$4,655.53	$14,506	$315.35	+$14.1K → WVALX
5	$36,180	$5,560.05	$15,858	$322.35	+$20.3K → WVALX
6	$45,283	$6,569.65	$17,313	$329.04	+$28.0K → WVALX
7	$56,137	$7,684.52	$18,878	$335.42	+$37.3K → WVALX
8	$68,970	$8,903.28	$20,560	$341.49	+$48.4K → WVALX
9	$84,021	$10,222.95	$22,367	$347.25	+$61.7K → WVALX
10	$101,541	$11,639.10	$24,307	$352.73	+$77.2K → WVALX

WVALX vs HDV: Complete Analysis 2026

WVALX — Stock

Under normal circumstances, the fund will invest the majority of its assets in common stock of larger companies. The Adviser considers larger companies to be issuers with market capitalizations equal to or greater than the median company in the Russell 1000 Index. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies.

Full WVALX 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.