Is BAL or HDV a better dividend investment in 2026?

BAL currently yields 3.28% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: BAL offers higher current income.

What is the dividend yield difference between BAL and HDV?

BAL has a forward dividend yield of 3.28% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 0.36 percentage points.

Home › Compare › BAL vs HDV

BAL vs HDV: Dividend Comparison 2026

BAL yields 3.28% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 BAL wins by $392.00 in total portfolio value

INVESTMENT

TIME HORIZON10 years

BAL

● Live price

3.28%

Share price

$61.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.7K

Annual income

$404.91

Full BAL 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 — BAL vs HDV

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BAL pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

BAL

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

$278.69/yr

After 10yr DRIP, annual income (after tax)

$344.17/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, BAL beats the other by $44.35/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

BAL: 50%HDV: 50%

100% HDV50/50100% BAL

Portfolio after 10yr

$24.5K

Annual income

$378.81/yr

Blended yield

1.55%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BAL buys

HDV buys

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

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

MetricBALHDV

Forward yield	3.28% ✓	2.92%
Annual dividend / share	$2.00	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$24.7K ✓	$24.3K
Annual income after 10y	$404.91 ✓	$352.73
Total dividends collected	$3.7K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BAL Portfolio	BAL Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,028	$327.87	$11,002	$292.38	+$26.00 → BAL
2	$12,138	$337.92	$12,084	$300.36	+$54.00 → BAL
3	$13,335	$347.59	$13,250	$308.02	+$85.00 → BAL
4	$14,625	$356.90	$14,506	$315.35	+$119.00 → BAL
5	$16,015	$365.82	$15,858	$322.35	+$157.00 → BAL
6	$17,510	$374.37	$17,313	$329.04	+$197.00 → BAL
7	$19,119	$382.55	$18,878	$335.42	+$241.00 → BAL
8	$20,847	$390.36	$20,560	$341.49	+$287.00 → BAL
9	$22,704	$397.81	$22,367	$347.25	+$337.00 → BAL
10	$24,699	$404.91	$24,307	$352.73	+$392.00 → BAL

BAL vs HDV: Complete Analysis 2026

BAL — Stock

The ETN offers exposure to futures contracts and not direct exposure to the physical commodities. The index is composed of one or more futures contracts on the relevant commodity (the “index components”) and is intended to reflect the returns that are potentially available through (1) an unleveraged investment in those contracts plus (2) the rate of interest that could be earned on cash collateral invested in specified Treasury Bills.

Full BAL 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.