HomeCompareXSHD vs HDV

XSHD vs HDV: Dividend Comparison 2026

XSHD yields 5.74% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XSHD wins by $4.9K in total portfolio value
10 years
XSHD
XSHD
● Live price
5.74%
Share price
$13.02
Annual div
$0.75
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.2K
Annual income
$827.76
Full XSHD 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 — XSHD vs HDV

📍 XSHD 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 PeriodXSHDHDV
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, XSHD + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

XSHD
Annual income on $10K today (after 15% tax)
$487.86/yr
After 10yr DRIP, annual income (after tax)
$703.60/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, XSHD beats the other by $403.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

XSHD: 50%HDV: 50%
100% HDV50/50100% XSHD
Portfolio after 10yr
$26.8K
Annual income
$590.24/yr
Blended yield
2.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

XSHD buys
0
HDV buys
0
No recent congressional trades found for XSHD or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricXSHDHDV
Forward yield5.74%2.92%
Annual dividend / share$0.75$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.2K$24.3K
Annual income after 10y$827.76$352.73
Total dividends collected$7.1K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearXSHD PortfolioXSHD Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,274$573.96$11,002$292.38+$272.00XSHD
2$12,668$604.74$12,084$300.36+$584.00XSHD
3$14,190$635.06$13,250$308.02+$940.00XSHD
4$15,848$664.81$14,506$315.35+$1.3KXSHD
5$17,651$693.92$15,858$322.35+$1.8KXSHD
6$19,609$722.32$17,313$329.04+$2.3KXSHD
7$21,732$749.95$18,878$335.42+$2.9KXSHD
8$24,029$776.75$20,560$341.49+$3.5KXSHD
9$26,514$802.70$22,367$347.25+$4.1KXSHD
10$29,198$827.76$24,307$352.73+$4.9KXSHD

XSHD vs HDV: Complete Analysis 2026

XSHDStock

The Invesco S&P SmallCap High Dividend Low Volatility ETF (Fund) is based on the S&P SmallCap 600 Low Volatility High Dividend Index (Index). The Fund will invest at least 90% of its total assets in securities that comprise the Index. The Index is composed of 60 securities in the S&P SmallCap 600 Index that have historically provided high dividend yields with lower volatility over the past 12 months. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations over time. The Fund and the Index are rebalanced and reconstituted semi-annually on the last business day in January and July.

Full XSHD Calculator →

HDVETF

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.