HomeCompareBSBSX vs HDV

BSBSX vs HDV: Dividend Comparison 2026

BSBSX yields 4.05% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BSBSX wins by $1.7K in total portfolio value
10 years
BSBSX
BSBSX
● Live price
4.05%
Share price
$9.49
Annual div
$0.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.0K
Annual income
$525.83
Full BSBSX 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 — BSBSX vs HDV

📍 BSBSX 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 PeriodBSBSXHDV
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, BSBSX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BSBSX 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.

BSBSX
Annual income on $10K today (after 15% tax)
$344.56/yr
After 10yr DRIP, annual income (after tax)
$446.96/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, BSBSX beats the other by $147.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BSBSX: 50%HDV: 50%
100% HDV50/50100% BSBSX
Portfolio after 10yr
$25.2K
Annual income
$439.27/yr
Blended yield
1.74%
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Analyst Conviction Gap

Where Wall Street is split right now

BSBSX
No analyst data
Price Target
$26.00
+174.0% upside vs current
Range: $26.00 — $26.00
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BSBSX buys
0
HDV buys
0
No recent congressional trades found for BSBSX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBSBSXHDV
Forward yield4.05%2.92%
Annual dividend / share$0.38$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.0K$24.3K
Annual income after 10y$525.83$352.73
Total dividends collected$4.7K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBSBSX PortfolioBSBSX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,105$405.36$11,002$292.38+$103.00BSBSX
2$12,303$420.72$12,084$300.36+$219.00BSBSX
3$13,600$435.62$13,250$308.02+$350.00BSBSX
4$15,002$450.03$14,506$315.35+$496.00BSBSX
5$16,516$463.95$15,858$322.35+$658.00BSBSX
6$18,150$477.36$17,313$329.04+$837.00BSBSX
7$19,911$490.25$18,878$335.42+$1.0KBSBSX
8$21,807$502.63$20,560$341.49+$1.2KBSBSX
9$23,848$514.49$22,367$347.25+$1.5KBSBSX
10$26,043$525.83$24,307$352.73+$1.7KBSBSX

BSBSX vs HDV: Complete Analysis 2026

BSBSXStock

The investment seeks an annual rate of total return before fund expenses greater than the annual rate of total return of the Bloomberg 1-3 Year U.S. Government/Credit Bond Index. The fund normally invests at least 80% of its net assets in the following types of U.S. dollar-denominated debt obligations: U.S. government and other public-sector entities, asset-backed and mortgage-backed obligations of U.S. and foreign issuers and corporate debt of U.S. and foreign issuers. It only invests in debt obligations rated investment-grade at the time of purchase by at least one major rating agency or, if unrated, determined by the advisor to be investment grade.

Full BSBSX 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.