HomeCompareCAMMX vs HDV

CAMMX vs HDV: Dividend Comparison 2026

CAMMX yields 34.45% · HDV yields 2.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CAMMX wins by $146.2K in total portfolio value
10 years
CAMMX
CAMMX
● Live price
34.45%
Share price
$16.78
Annual div
$5.78
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$170.5K
Annual income
$25,406.52
Full CAMMX 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 — CAMMX vs HDV

📍 CAMMX 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 PeriodCAMMXHDV
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, CAMMX + HDV cover 0 of 12 monthsgood coverage

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

CAMMX
Annual income on $10K today (after 15% tax)
$2,927.84/yr
After 10yr DRIP, annual income (after tax)
$21,595.54/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, CAMMX beats the other by $21,296.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CAMMX: 50%HDV: 50%
100% HDV50/50100% CAMMX
Portfolio after 10yr
$97.4K
Annual income
$12,879.12/yr
Blended yield
13.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAMMX buys
0
HDV buys
0
No recent congressional trades found for CAMMX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAMMXHDV
Forward yield34.45%2.92%
Annual dividend / share$5.78$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$170.5K$24.3K
Annual income after 10y$25,406.52$351.71
Total dividends collected$122.3K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCAMMX PortfolioCAMMX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$14,145$3,444.52$11,002$291.67+$3.1KCAMMX
2$19,688$4,553.37$12,082$299.61+$7.6KCAMMX
3$26,989$5,923.28$13,247$307.23+$13.7KCAMMX
4$36,467$7,588.76$14,503$314.52+$22.0KCAMMX
5$48,603$9,582.94$15,854$321.50+$32.7KCAMMX
6$63,942$11,936.41$17,308$328.15+$46.6KCAMMX
7$83,094$14,676.09$18,871$334.49+$64.2KCAMMX
8$106,735$17,824.21$20,551$340.53+$86.2KCAMMX
9$135,603$21,397.51$22,357$346.27+$113.2KCAMMX
10$170,502$25,406.52$24,296$351.71+$146.2KCAMMX

CAMMX vs HDV: Complete Analysis 2026

CAMMXStock

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks of small- to mid-sized companies. The adviser considers small- and mid-sized companies to be those with market capitalizations not greater than either that of the largest company in the Russell 2500® Value Index or $12 billion, whichever is greater at the time of initial purchase.

Full CAMMX 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.