HomeCompareBWMTF vs HDV

BWMTF vs HDV: Dividend Comparison 2026

BWMTF yields 4.33% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BWMTF wins by $1.85M in total portfolio value
10 years
BWMTF
BWMTF
● Live price
4.33%
Share price
$7.00
Annual div
$0.30
5Y div CAGR
59.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1.87M
Annual income
$1,310,358.28
Full BWMTF 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 — BWMTF vs HDV

📍 BWMTF 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 PeriodBWMTFHDV
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, BWMTF + HDV cover 0 of 12 monthsgood coverage

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

BWMTF
Annual income on $10K today (after 15% tax)
$367.79/yr
After 10yr DRIP, annual income (after tax)
$1,113,804.54/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, BWMTF beats the other by $1,113,504.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BWMTF: 50%HDV: 50%
100% HDV50/50100% BWMTF
Portfolio after 10yr
$946.8K
Annual income
$655,355.50/yr
Blended yield
69.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BWMTF buys
0
HDV buys
0
No recent congressional trades found for BWMTF or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBWMTFHDV
Forward yield4.33%2.92%
Annual dividend / share$0.30$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR59.5%0%
Portfolio after 10y$1.87M$24.3K
Annual income after 10y$1,310,358.28$352.73
Total dividends collected$1.79M$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBWMTF PortfolioBWMTF Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,390$690.16$11,002$292.38+$388.00BWMTF
2$13,359$1,171.80$12,084$300.36+$1.3KBWMTF
3$16,343$2,048.73$13,250$308.02+$3.1KBWMTF
4$21,223$3,736.06$14,506$315.35+$6.7KBWMTF
5$29,941$7,232.14$15,858$322.35+$14.1KBWMTF
6$47,246$15,208.92$17,313$329.04+$29.9KBWMTF
7$86,327$35,774.37$18,878$335.42+$67.4KBWMTF
8$189,810$97,439.35$20,560$341.49+$169.3KBWMTF
9$522,457$319,360.40$22,367$347.25+$500.1KBWMTF
10$1,869,387$1,310,358.28$24,307$352.73+$1.85MBWMTF

BWMTF vs HDV: Complete Analysis 2026

BWMTFStock

BlackRock World Mining Trust plc is a closed-ended equity mutual fund launched by BlackRock Fund Managers Limited. It is managed by BlackRock Investment Management (UK) Limited. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the mining and metal sectors. The fund benchmarks the performance of its portfolio against the Euromoney Global Mining Index. It was formerly known as Merrill Lynch World Mining Trust PLC. BlackRock World Mining Trust plc was formed on December 15, 1993 and is domiciled in the United Kingdom.

Full BWMTF 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.