Is BAWAX or HDV a better dividend investment in 2026?

BAWAX currently yields 29.38% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: BAWAX offers higher current income.

What is the dividend yield difference between BAWAX and HDV?

BAWAX has a forward dividend yield of 29.38% ($10.97/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 26.46 percentage points.

Home › Compare › BAWAX vs HDV

BAWAX vs HDV: Dividend Comparison 2026

BAWAX yields 29.38% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 BAWAX wins by $103.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BAWAX

● Live price

29.38%

Share price

$37.35

Annual div

$10.97

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$127.7K

Annual income

$16,588.73

Full BAWAX 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 — BAWAX vs HDV

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

Jan

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Feb

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Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

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BAWAX 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.

BAWAX

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

$2,496.95/yr

After 10yr DRIP, annual income (after tax)

$14,100.42/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, BAWAX beats the other by $13,801.47/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

BAWAX: 50%HDV: 50%

100% HDV50/50100% BAWAX

Portfolio after 10yr

$76.0K

Annual income

$8,470.23/yr

Blended yield

11.15%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BAWAX buys

HDV buys

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

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

MetricBAWAXHDV

Forward yield	29.38% ✓	2.92%
Annual dividend / share	$10.97 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$127.7K ✓	$24.3K
Annual income after 10y	$16,588.73 ✓	$351.71
Total dividends collected	$86.4K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BAWAX Portfolio	BAWAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$13,638	$2,937.59	$11,002	$291.67	+$2.6K → BAWAX
2	$18,336	$3,744.07	$12,082	$299.61	+$6.3K → BAWAX
3	$24,325	$4,704.73	$13,247	$307.23	+$11.1K → BAWAX
4	$31,860	$5,832.89	$14,503	$314.52	+$17.4K → BAWAX
5	$41,230	$7,140.08	$15,854	$321.50	+$25.4K → BAWAX
6	$52,752	$8,635.54	$17,308	$328.15	+$35.4K → BAWAX
7	$66,771	$10,325.90	$18,871	$334.49	+$47.9K → BAWAX
8	$83,660	$12,214.90	$20,551	$340.53	+$63.1K → BAWAX
9	$103,819	$14,303.28	$22,357	$346.27	+$81.5K → BAWAX
10	$127,675	$16,588.73	$24,296	$351.71	+$103.4K → BAWAX

BAWAX vs HDV: Complete Analysis 2026

BAWAX — Stock

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of sustainable domestic companies. It invests primarily in the securities of medium and large capitalization companies that Brown Advisory LLC (the "Adviser") believes (1) have the fundamental strengths (strong financials and business models) to outperform their peers and deliver above-average earnings growth over a market cycle, (2) effectively implement Sustainable Business Advantages, and (3) have attractive valuations.

Full BAWAX 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.