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XDEF vs HDV: Dividend Comparison 2026

XDEF yields 9.45% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XDEF wins by $13.1K in total portfolio value
10 years
XDEF
XDEF
● Live price
9.45%
Share price
$21.15
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.4K
Annual income
$1,714.67
Full XDEF 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 — XDEF vs HDV

📍 XDEF 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 PeriodXDEFHDV
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, XDEF + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

XDEF
Annual income on $10K today (after 15% tax)
$803.66/yr
After 10yr DRIP, annual income (after tax)
$1,457.47/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, XDEF beats the other by $1,157.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

XDEF: 50%HDV: 50%
100% HDV50/50100% XDEF
Portfolio after 10yr
$30.8K
Annual income
$1,033.69/yr
Blended yield
3.35%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

XDEF buys
0
HDV buys
0
No recent congressional trades found for XDEF or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricXDEFHDV
Forward yield9.45% ✓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$37.4K ✓$24.3K
Annual income after 10y$1,714.67 ✓$352.73
Total dividends collected$13.3K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearXDEF PortfolioXDEF Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,645$945.48$11,002$292.38+$643.00 → XDEF
2$13,490$1,029.03$12,084$300.36+$1.4K → XDEF
3$15,548$1,114.01$13,250$308.02+$2.3K → XDEF
4$17,836$1,199.99$14,506$315.35+$3.3K → XDEF
5$20,371$1,286.54$15,858$322.35+$4.5K → XDEF
6$23,171$1,373.27$17,313$329.04+$5.9K → XDEF
7$26,252$1,459.79$18,878$335.42+$7.4K → XDEF
8$29,636$1,545.74$20,560$341.49+$9.1K → XDEF
9$33,341$1,630.80$22,367$347.25+$11.0K → XDEF
10$37,390$1,714.67$24,307$352.73+$13.1K → XDEF

XDEF vs HDV: Complete Analysis 2026

XDEF — Stock

The fund seeks investment results that correspond generally to the performance, before fees and expenses, of the STOXX Europe Total Market Defence, Space and Cybersecurity Innovation 50-25 Index.

Full XDEF 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.