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BBAX vs HDV: Dividend Comparison 2026

BBAX yields 3.74% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BBAX wins by $1.2K in total portfolio value
10 years
BBAX
BBAX
● Live price
3.74%
Share price
$59.12
Annual div
$2.21
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.5K
Annual income
$475.69
Full BBAX 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 — BBAX vs HDV

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

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

Tax Bracket Optimizer

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

BBAX
Annual income on $10K today (after 15% tax)
$317.94/yr
After 10yr DRIP, annual income (after tax)
$404.34/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, BBAX beats the other by $104.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BBAX: 50%HDV: 50%
100% HDV50/50100% BBAX
Portfolio after 10yr
$24.9K
Annual income
$414.20/yr
Blended yield
1.66%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BBAX buys
0
HDV buys
0
No recent congressional trades found for BBAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBBAXHDV
Forward yield3.74% ✓2.92%
Annual dividend / share$2.21$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.5K ✓$24.3K
Annual income after 10y$475.69 ✓$352.73
Total dividends collected$4.3K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBBAX PortfolioBBAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,074$374.05$11,002$292.38+$72.00 → BBAX
2$12,236$387.13$12,084$300.36+$152.00 → BBAX
3$13,493$399.78$13,250$308.02+$243.00 → BBAX
4$14,849$411.98$14,506$315.35+$343.00 → BBAX
5$16,312$423.74$15,858$322.35+$454.00 → BBAX
6$17,889$435.04$17,313$329.04+$576.00 → BBAX
7$19,587$445.88$18,878$335.42+$709.00 → BBAX
8$21,415$456.27$20,560$341.49+$855.00 → BBAX
9$23,380$466.20$22,367$347.25+$1.0K → BBAX
10$25,492$475.69$24,307$352.73+$1.2K → BBAX

BBAX vs HDV: Complete Analysis 2026

BBAX — Stock

The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index targets 85% of the stocks traded on the primary exchanges in each country or region by market capitalization, and primarily includes large-and mid-cap companies.

Full BBAX 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.