Is BAQAX or HDV a better dividend investment in 2026?

BAQAX currently yields 1.31% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: HDV offers higher current income.

What is the dividend yield difference between BAQAX and HDV?

BAQAX has a forward dividend yield of 1.31% ($0.20/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 1.61 percentage points.

Home › Compare › BAQAX vs HDV

BAQAX vs HDV: Dividend Comparison 2026

BAQAX yields 1.31% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 HDV wins by $2.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BAQAX

● Live price

1.31%

Share price

$15.20

Annual div

$0.20

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$21.6K

Annual income

$142.08

Full BAQAX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.72

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$351.71

Full HDV calculator →

Portfolio growth — BAQAX vs HDV

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BAQAX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

BAQAX

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

$110.97/yr

After 10yr DRIP, annual income (after tax)

$120.77/yr

HDV

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

$247.92/yr

After 10yr DRIP, annual income (after tax)

$298.95/yr

At 15% tax rate, HDV beats the other by $178.19/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

BAQAX: 50%HDV: 50%

100% HDV50/50100% BAQAX

Portfolio after 10yr

$22.9K

Annual income

$246.90/yr

Blended yield

1.08%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BAQAX buys

HDV buys

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

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

MetricBAQAXHDV

Forward yield	1.31%	2.92% ✓
Annual dividend / share	$0.20	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$21.6K	$24.3K ✓
Annual income after 10y	$142.08	$351.71 ✓
Total dividends collected	$1.4K	$3.2K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BAQAX Portfolio	BAQAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$10,831	$130.55	$11,002	$291.67	$171.00 → HDV
2	$11,721	$132.15	$12,082	$299.61	$361.00 → HDV
3	$12,675	$133.65	$13,247	$307.23	$572.00 → HDV
4	$13,697	$135.08	$14,503	$314.52	$806.00 → HDV
5	$14,793	$136.42	$15,854	$321.50	$1.1K → HDV
6	$15,966	$137.69	$17,308	$328.15	$1.3K → HDV
7	$17,222	$138.89	$18,871	$334.49	$1.6K → HDV
8	$18,568	$140.02	$20,551	$340.53	$2.0K → HDV
9	$20,009	$141.08	$22,357	$346.27	$2.3K → HDV
10	$21,551	$142.08	$24,296	$351.71	$2.7K → HDV

BAQAX vs HDV: Complete Analysis 2026

BAQAX — Stock

The investment seeks total return by investing principally in equity securities issued by companies established or operating in emerging markets. The fund invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities issued by companies that are established or operating in emerging market countries. These will consist of companies in emerging market countries in Latin America, Asia, Eastern Europe, Africa, and the Middle East. It may invest up to 20% of its net assets in securities of companies that are established or operating in countries that are considered to be outside of emerging markets.

Full BAQAX 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 BAQAX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

BAQAX vs SCHD BAQAX vs JEPI BAQAX vs O BAQAX vs KO BAQAX vs MAIN BAQAX vs VYM BAQAX vs DVY BAQAX 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.