Is CARMX or HDV a better dividend investment in 2026?

CARMX currently yields 25.28% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: CARMX offers higher current income.

What is the dividend yield difference between CARMX and HDV?

CARMX has a forward dividend yield of 25.28% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 22.36 percentage points.

Home › Compare › CARMX vs HDV

CARMX vs HDV: Dividend Comparison 2026

CARMX yields 25.28% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 CARMX wins by $76.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

CARMX

● Live price

25.28%

Share price

$7.91

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$100.4K

Annual income

$11,440.03

Full CARMX 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 — CARMX vs HDV

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

CARMX 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.

CARMX

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

$2,149.18/yr

After 10yr DRIP, annual income (after tax)

$9,724.03/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, CARMX beats the other by $9,424.21/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 CARMX + HDV for your $10,000?

CARMX: 50%HDV: 50%

100% HDV50/50100% CARMX

Portfolio after 10yr

$62.4K

Annual income

$5,896.37/yr

Blended yield

9.45%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CARMX buys

HDV buys

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

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

MetricCARMXHDV

Forward yield	25.28% ✓	2.92%
Annual dividend / share	$2.00	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$100.4K ✓	$24.3K
Annual income after 10y	$11,440.03 ✓	$352.73
Total dividends collected	$63.9K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	CARMX Portfolio	CARMX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$13,228	$2,528.45	$11,002	$292.38	+$2.2K → CARMX
2	$17,280	$3,125.92	$12,084	$300.36	+$5.2K → CARMX
3	$22,306	$3,816.27	$13,250	$308.02	+$9.1K → CARMX
4	$28,472	$4,603.93	$14,506	$315.35	+$14.0K → CARMX
5	$35,957	$5,492.00	$15,858	$322.35	+$20.1K → CARMX
6	$44,956	$6,482.07	$17,313	$329.04	+$27.6K → CARMX
7	$55,677	$7,574.17	$18,878	$335.42	+$36.8K → CARMX
8	$68,341	$8,766.80	$20,560	$341.49	+$47.8K → CARMX
9	$83,182	$10,056.90	$22,367	$347.25	+$60.8K → CARMX
10	$100,444	$11,440.03	$24,307	$352.73	+$76.1K → CARMX

CARMX vs HDV: Complete Analysis 2026

CARMX — Stock

The investment seeks capital appreciation and current income. Under normal circumstances, the fund will gain exposure to equity securities, rate assets, spread assets and inflation-hedging assets by investing in affiliated and unaffiliated funds. Under normal circumstances, the Investment Manager expects that approximately 80% of each fund's net assets will be invested in Columbia Solutions Aggressive Portfolio and Columbia Solutions Conservative Portfolio, two mutual funds managed by the Investment Manager through which the advisor expects to gain the desired amount of leverage regarding each of the asset categories.

Full CARMX 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.