Is CAIBX or HDV a better dividend investment in 2026?

CAIBX currently yields 7.77% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: CAIBX offers higher current income.

What is the dividend yield difference between CAIBX and HDV?

CAIBX has a forward dividend yield of 7.77% ($5.95/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 4.85 percentage points.

Home › Compare › CAIBX vs HDV

CAIBX vs HDV: Dividend Comparison 2026

CAIBX yields 7.77% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 CAIBX wins by $9.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

CAIBX

● Live price

7.77%

Share price

$76.55

Annual div

$5.95

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$33.4K

Annual income

$1,270.71

Full CAIBX 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 — CAIBX vs HDV

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

Jan

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Feb

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Mar

—

Apr

—

May

—

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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CAIBX 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.

CAIBX

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

$660.35/yr

After 10yr DRIP, annual income (after tax)

$1,080.10/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, CAIBX beats the other by $780.28/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 CAIBX + HDV for your $10,000?

CAIBX: 50%HDV: 50%

100% HDV50/50100% CAIBX

Portfolio after 10yr

$28.9K

Annual income

$811.71/yr

Blended yield

2.81%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAIBX buys

HDV buys

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

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

MetricCAIBXHDV

Forward yield	7.77% ✓	2.92%
Annual dividend / share	$5.95 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$33.4K ✓	$24.3K
Annual income after 10y	$1,270.71 ✓	$352.73
Total dividends collected	$10.3K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	CAIBX Portfolio	CAIBX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,477	$776.88	$11,002	$292.38	+$475.00 → CAIBX
2	$13,114	$833.28	$12,084	$300.36	+$1.0K → CAIBX
3	$14,921	$889.83	$13,250	$308.02	+$1.7K → CAIBX
4	$16,912	$946.26	$14,506	$315.35	+$2.4K → CAIBX
5	$19,098	$1,002.34	$15,858	$322.35	+$3.2K → CAIBX
6	$21,493	$1,057.86	$17,313	$329.04	+$4.2K → CAIBX
7	$24,110	$1,112.62	$18,878	$335.42	+$5.2K → CAIBX
8	$26,964	$1,166.45	$20,560	$341.49	+$6.4K → CAIBX
9	$30,071	$1,219.19	$22,367	$347.25	+$7.7K → CAIBX
10	$33,447	$1,270.71	$24,307	$352.73	+$9.1K → CAIBX

CAIBX vs HDV: Complete Analysis 2026

CAIBX — Stock

The fund normally will invest at least 90% of its assets in income-producing securities (with at least 50% of its assets in common stocks and other equity securities). It invests primarily in a broad range of income-producing securities, including common stocks and bonds. In seeking to provide the investors with a level of current income that exceeds the average yield on U.S. stocks, the fund generally looks to the average yield on stocks of companies listed on the S&P 500 Index.

Full CAIBX 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.