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BTMSX vs HDV: Dividend Comparison 2026

BTMSX yields 3.05% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BTMSX wins by $11.00 in total portfolio value
10 years
BTMSX
BTMSX
● Live price
3.05%
Share price
$10.03
Annual div
$0.31
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$371.59
Full BTMSX 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 — BTMSX vs HDV

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

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

BTMSX
Annual income on $10K today (after 15% tax)
$259.47/yr
After 10yr DRIP, annual income (after tax)
$315.85/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, BTMSX beats the other by $16.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BTMSX: 50%HDV: 50%
100% HDV50/50100% BTMSX
Portfolio after 10yr
$24.3K
Annual income
$362.16/yr
Blended yield
1.49%
📊

Analyst Conviction Gap

Where Wall Street is split right now

BTMSX
No analyst data
Price Target
$26.00
+159.2% 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)

BTMSX buys
0
HDV buys
0
No recent congressional trades found for BTMSX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBTMSXHDV
Forward yield3.05% ✓2.92%
Annual dividend / share$0.31$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.3K$24.3K
Annual income after 10y$371.59 ✓$352.73
Total dividends collected$3.4K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBTMSX PortfolioBTMSX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,005$305.25$11,002$292.38+$3.00 → BTMSX
2$12,090$313.96$12,084$300.36+$6.00 → BTMSX
3$13,258$322.33$13,250$308.02+$8.00 → BTMSX
4$14,517$330.37$14,506$315.35+$11.00 → BTMSX
5$15,871$338.06$15,858$322.35+$13.00 → BTMSX
6$17,327$345.42$17,313$329.04+$14.00 → BTMSX
7$18,893$352.44$18,878$335.42+$15.00 → BTMSX
8$20,574$359.14$20,560$341.49+$14.00 → BTMSX
9$22,380$365.52$22,367$347.25+$13.00 → BTMSX
10$24,318$371.59$24,307$352.73+$11.00 → BTMSX

BTMSX vs HDV: Complete Analysis 2026

BTMSX — Stock

The fund normally invests at least 80% of its net assets in municipal bonds and debentures, the income from which is exempt from federal income tax (including the federal alternative minimum tax ("AMT")). It invests in a broadly diversified portfolio of federally tax-exempt municipal obligations issued by governmental authorities throughout the U.S. and its territories. The fund may invest in all types of municipal obligations, including pre-refunded bonds, general obligation bonds, revenue bonds, and municipal lease participations.

Full BTMSX 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.