Is ARSMX or HDV a better dividend investment in 2026?

ARSMX currently yields 5.09% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: ARSMX offers higher current income.

What is the dividend yield difference between ARSMX and HDV?

ARSMX has a forward dividend yield of 5.09% ($0.47/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 2.17 percentage points.

Home › Compare › ARSMX vs HDV

ARSMX vs HDV: Dividend Comparison 2026

ARSMX yields 5.09% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 ARSMX wins by $3.6K in total portfolio value

INVESTMENT

TIME HORIZON10 years

ARSMX

● Live price

5.09%

Share price

$9.24

Annual div

$0.47

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$27.9K

Annual income

$705.18

Full ARSMX 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 — ARSMX vs HDV

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

Jan

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Feb

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Mar

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Apr

—

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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ARSMX 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.

ARSMX

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

$432.82/yr

After 10yr DRIP, annual income (after tax)

$599.40/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, ARSMX beats the other by $299.58/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 ARSMX + HDV for your $10,000?

ARSMX: 50%HDV: 50%

100% HDV50/50100% ARSMX

Portfolio after 10yr

$26.1K

Annual income

$528.95/yr

Blended yield

2.02%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ARSMX buys

HDV buys

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

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

MetricARSMXHDV

Forward yield	5.09% ✓	2.92%
Annual dividend / share	$0.47	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$27.9K ✓	$24.3K
Annual income after 10y	$705.18 ✓	$352.73
Total dividends collected	$6.1K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	ARSMX Portfolio	ARSMX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,209	$509.20	$11,002	$292.38	+$207.00 → ARSMX
2	$12,527	$533.43	$12,084	$300.36	+$443.00 → ARSMX
3	$13,961	$557.16	$13,250	$308.02	+$711.00 → ARSMX
4	$15,519	$580.31	$14,506	$315.35	+$1.0K → ARSMX
5	$17,208	$602.86	$15,858	$322.35	+$1.4K → ARSMX
6	$19,037	$624.74	$17,313	$329.04	+$1.7K → ARSMX
7	$21,016	$645.94	$18,878	$335.42	+$2.1K → ARSMX
8	$23,154	$666.43	$20,560	$341.49	+$2.6K → ARSMX
9	$25,460	$686.18	$22,367	$347.25	+$3.1K → ARSMX
10	$27,948	$705.18	$24,307	$352.73	+$3.6K → ARSMX

ARSMX vs HDV: Complete Analysis 2026

ARSMX — Stock

The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small- and mid-capitalization companies that the subadviser believes are undervalued. The subadviser considers small- and mid-capitalization companies to be those with market capitalizations at the time of acquisition within the range of capitalizations of companies in the Russell 2500™ Index. Value investing involves buying stocks that the subadviser believes are out of favor and/or undervalued in comparison to their peers or their prospects for growth.

Full ARSMX 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.