Is BVAOX or HDV a better dividend investment in 2026?

BVAOX currently yields 10.33% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: BVAOX offers higher current income.

What is the dividend yield difference between BVAOX and HDV?

BVAOX has a forward dividend yield of 10.33% ($0.96/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 7.41 percentage points.

Home › Compare › BVAOX vs HDV

BVAOX vs HDV: Dividend Comparison 2026

BVAOX yields 10.33% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 BVAOX wins by $15.3K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BVAOX

● Live price

10.33%

Share price

$9.31

Annual div

$0.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$39.6K

Annual income

$1,974.96

Full BVAOX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — BVAOX vs HDV

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

Jan

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Feb

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Mar

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Apr

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May

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Jun

—

Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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BVAOX 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.

BVAOX

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

$877.88/yr

After 10yr DRIP, annual income (after tax)

$1,678.72/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, BVAOX beats the other by $1,378.90/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

BVAOX: 50%HDV: 50%

100% HDV50/50100% BVAOX

Portfolio after 10yr

$31.9K

Annual income

$1,163.84/yr

Blended yield

3.64%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BVAOX buys

HDV buys

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

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

MetricBVAOXHDV

Forward yield	10.33% ✓	2.92%
Annual dividend / share	$0.96	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$39.6K ✓	$24.3K
Annual income after 10y	$1,974.96 ✓	$352.73
Total dividends collected	$15.0K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BVAOX Portfolio	BVAOX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,733	$1,032.80	$11,002	$292.38	+$731.00 → BVAOX
2	$13,687	$1,132.49	$12,084	$300.36	+$1.6K → BVAOX
3	$15,879	$1,234.65	$13,250	$308.02	+$2.6K → BVAOX
4	$18,330	$1,338.75	$14,506	$315.35	+$3.8K → BVAOX
5	$21,057	$1,444.23	$15,858	$322.35	+$5.2K → BVAOX
6	$24,081	$1,550.58	$17,313	$329.04	+$6.8K → BVAOX
7	$27,424	$1,657.29	$18,878	$335.42	+$8.5K → BVAOX
8	$31,108	$1,763.88	$20,560	$341.49	+$10.5K → BVAOX
9	$35,156	$1,869.91	$22,367	$347.25	+$12.8K → BVAOX
10	$39,591	$1,974.96	$24,307	$352.73	+$15.3K → BVAOX

BVAOX vs HDV: Complete Analysis 2026

BVAOX — Stock

The fund invests primarily in a diversified mix of common stocks of small cap U.S. companies that are believed to be undervalued by various measures and offer sound prospects for capital appreciation. Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in small cap securities.

Full BVAOX 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.