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BUBSX vs HDV: Dividend Comparison 2026

BUBSX yields 4.11% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BUBSX wins by $1.8K in total portfolio value
10 years
BUBSX
BUBSX
● Live price
4.11%
Share price
$10.13
Annual div
$0.42
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.1K
Annual income
$534.55
Full BUBSX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — BUBSX vs HDV

📍 BUBSX 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 PeriodBUBSXHDV
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, BUBSX + HDV cover 0 of 12 monthsgood coverage

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

BUBSX
Annual income on $10K today (after 15% tax)
$349.10/yr
After 10yr DRIP, annual income (after tax)
$454.37/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, BUBSX beats the other by $155.41/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BUBSX: 50%HDV: 50%
100% HDV50/50100% BUBSX
Portfolio after 10yr
$25.2K
Annual income
$443.14/yr
Blended yield
1.76%
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Analyst Conviction Gap

Where Wall Street is split right now

BUBSX
No analyst data
Price Target
$29.00
+186.3% upside vs current
Range: $29.00 — $29.00
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)

BUBSX buys
0
HDV buys
0
No recent congressional trades found for BUBSX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBUBSXHDV
Forward yield4.11%2.92%
Annual dividend / share$0.42$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.1K$24.3K
Annual income after 10y$534.55$351.71
Total dividends collected$4.8K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBUBSX PortfolioBUBSX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,111$410.70$11,002$291.67+$109.00BUBSX
2$12,315$426.46$12,082$299.61+$233.00BUBSX
3$13,619$441.76$13,247$307.23+$372.00BUBSX
4$15,029$456.57$14,503$314.52+$526.00BUBSX
5$16,551$470.88$15,854$321.50+$697.00BUBSX
6$18,195$484.67$17,308$328.15+$887.00BUBSX
7$19,966$497.93$18,871$334.49+$1.1KBUBSX
8$21,875$510.67$20,551$340.53+$1.3KBUBSX
9$23,929$522.87$22,357$346.27+$1.6KBUBSX
10$26,138$534.55$24,296$351.71+$1.8KBUBSX

BUBSX vs HDV: Complete Analysis 2026

BUBSXStock

The fund normally invests at least 80% of its net assets in bonds, including 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; Corporate debt of U.S. and foreign issuers; money market instruments. It invests primarily in investment-grade debt obligations, rated at the time of purchase by at least one major rating agency, but may invest up to 10% of its net assets in high yield bonds.

Full BUBSX 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.