HomeCompareAUMTF vs HDV

AUMTF vs HDV: Dividend Comparison 2026

AUMTF yields 1055.07% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AUMTF wins by $1.78M in total portfolio value
10 years
AUMTF
AUMTF
● Live price
1055.07%
Share price
$0.19
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1.80M
Annual income
$9,402.38
Full AUMTF 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 — AUMTF vs HDV

📍 AUMTF 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 PeriodAUMTFHDV
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, AUMTF + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

AUMTF
Annual income on $10K today (after 15% tax)
$89,681.37/yr
After 10yr DRIP, annual income (after tax)
$7,992.02/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, AUMTF beats the other by $7,692.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AUMTF: 50%HDV: 50%
100% HDV50/50100% AUMTF
Portfolio after 10yr
$914.4K
Annual income
$4,877.55/yr
Blended yield
0.53%
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Analyst Conviction Gap

Where Wall Street is most bullish on AUMTF right now

AUMTF
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
3.3
Piotroski
5/9
HDV
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AUMTF buys
0
HDV buys
0
No recent congressional trades found for AUMTF or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAUMTFHDV
Forward yield1055.07%2.92%
Annual dividend / share$2.00$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$1.80M$24.3K
Annual income after 10y$9,402.38$352.73
Total dividends collected$1.20M$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearAUMTF PortfolioAUMTF Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$63,454$52,753.75$11,002$292.38+$52.5KAUMTF
2$224,317$156,421.62$12,084$300.36+$212.2KAUMTF
3$498,417$258,397.43$13,250$308.02+$485.2KAUMTF
4$801,596$268,290.08$14,506$315.35+$787.1KAUMTF
5$1,059,337$201,629.35$15,858$322.35+$1.04MAUMTF
6$1,258,005$124,514.12$17,313$329.04+$1.24MAUMTF
7$1,415,161$69,096.01$18,878$335.42+$1.40MAUMTF
8$1,550,544$36,321.42$20,560$341.49+$1.53MAUMTF
9$1,677,678$18,596.33$22,367$347.25+$1.66MAUMTF
10$1,804,518$9,402.38$24,307$352.73+$1.78MAUMTF

AUMTF vs HDV: Complete Analysis 2026

AUMTFStock

Aurelia Metals Limited explores for and develops mineral properties in Australia. The company primarily explores for gold, silver, lead, zinc, and copper deposits. It owns 100% interests in the Hera mine located to the south-east of Cobar, New South Wales; and the Peak mine situated in the northern part of the Cobar Basin, New South Wales, as well as the Dargues mine located in southeastern New South Wales. The company was formerly known as YTC Resources Limited and changed its name to Aurelia Metals Limited in June 2014. Aurelia Metals Limited was incorporated in 2004 and is headquartered in Brisbane, Australia.

Full AUMTF 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.