Is ZTRE or HDV a better dividend investment in 2026?

ZTRE currently yields 4.68% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: ZTRE offers higher current income.

What is the dividend yield difference between ZTRE and HDV?

ZTRE has a forward dividend yield of 4.68% ($2.37/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 1.76 percentage points.

Home › Compare › ZTRE vs HDV

ZTRE vs HDV: Dividend Comparison 2026

ZTRE yields 4.68% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 ZTRE wins by $2.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

ZTRE

● Live price

4.68%

Share price

$50.71

Annual div

$2.37

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$27.2K

Annual income

$631.10

Full ZTRE 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 — ZTRE vs HDV

📍 ZTRE 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 Period	ZTRE	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%.

📅

Dividend Calendar Overlap

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

ZTRE pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

ZTRE

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

$397.58/yr

After 10yr DRIP, annual income (after tax)

$536.44/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, ZTRE beats the other by $236.61/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

ZTRE: 50%HDV: 50%

100% HDV50/50100% ZTRE

Portfolio after 10yr

$25.7K

Annual income

$491.91/yr

Blended yield

1.91%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ZTRE buys

HDV buys

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

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

MetricZTREHDV

Forward yield	4.68% ✓	2.92%
Annual dividend / share	$2.37	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$27.2K ✓	$24.3K
Annual income after 10y	$631.10 ✓	$352.73
Total dividends collected	$5.5K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	ZTRE Portfolio	ZTRE Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,168	$467.74	$11,002	$292.38	+$166.00 → ZTRE
2	$12,438	$488.19	$12,084	$300.36	+$354.00 → ZTRE
3	$13,816	$508.13	$13,250	$308.02	+$566.00 → ZTRE
4	$15,311	$527.53	$14,506	$315.35	+$805.00 → ZTRE
5	$16,929	$546.36	$15,858	$322.35	+$1.1K → ZTRE
6	$18,679	$564.58	$17,313	$329.04	+$1.4K → ZTRE
7	$20,569	$582.17	$18,878	$335.42	+$1.7K → ZTRE
8	$22,608	$599.13	$20,560	$341.49	+$2.0K → ZTRE
9	$24,805	$615.44	$22,367	$347.25	+$2.4K → ZTRE
10	$27,173	$631.10	$24,307	$352.73	+$2.9K → ZTRE

ZTRE vs HDV: Complete Analysis 2026

ZTRE — Stock

Under normal market conditions, F/m Investments, LLC d/b/a North Slope Capital, LLC (the “Adviser”) seeks to achieve the fund’s investment objective by investing at least 80% of the fund’s net assets (plus any borrowings for investment purposes) in investment grade corporate bonds that have at least 2.5 years but less than 3.5 years remaining to maturity.

Full ZTRE 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 →

📬

Get this ZTRE vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

ZTRE vs SCHD ZTRE vs JEPI ZTRE vs O ZTRE vs KO ZTRE vs MAIN ZTRE vs VYM ZTRE vs DVY ZTRE vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.