Is CBAIX or HDV a better dividend investment in 2026?

CBAIX currently yields 5.20% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: CBAIX offers higher current income.

What is the dividend yield difference between CBAIX and HDV?

CBAIX has a forward dividend yield of 5.20% ($2.35/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 2.28 percentage points.

Home › Compare › CBAIX vs HDV

CBAIX vs HDV: Dividend Comparison 2026

CBAIX yields 5.20% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 CBAIX wins by $3.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

CBAIX

● Live price

5.20%

Share price

$45.23

Annual div

$2.35

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.2K

Annual income

$725.46

Full CBAIX 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 — CBAIX vs HDV

📍 CBAIX 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	CBAIX	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, CBAIX + 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

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Oct

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Nov

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Dec

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CBAIX 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.

CBAIX

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

$442.20/yr

After 10yr DRIP, annual income (after tax)

$616.64/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, CBAIX beats the other by $316.82/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 CBAIX + HDV for your $10,000?

CBAIX: 50%HDV: 50%

100% HDV50/50100% CBAIX

Portfolio after 10yr

$26.2K

Annual income

$539.09/yr

Blended yield

2.06%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CBAIX buys

HDV buys

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

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

MetricCBAIXHDV

Forward yield	5.20% ✓	2.92%
Annual dividend / share	$2.35	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$28.2K ✓	$24.3K
Annual income after 10y	$725.46 ✓	$352.73
Total dividends collected	$6.3K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	CBAIX Portfolio	CBAIX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,220	$520.23	$11,002	$292.38	+$218.00 → CBAIX
2	$12,551	$545.52	$12,084	$300.36	+$467.00 → CBAIX
3	$14,000	$570.31	$13,250	$308.02	+$750.00 → CBAIX
4	$15,575	$594.53	$14,506	$315.35	+$1.1K → CBAIX
5	$17,283	$618.13	$15,858	$322.35	+$1.4K → CBAIX
6	$19,134	$641.05	$17,313	$329.04	+$1.8K → CBAIX
7	$21,136	$663.28	$18,878	$335.42	+$2.3K → CBAIX
8	$23,301	$684.76	$20,560	$341.49	+$2.7K → CBAIX
9	$25,637	$705.50	$22,367	$347.25	+$3.3K → CBAIX
10	$28,157	$725.46	$24,307	$352.73	+$3.9K → CBAIX

CBAIX vs HDV: Complete Analysis 2026

CBAIX — Stock

Under normal market conditions, the fund invests between 50% and 75% of its net assets in equity securities and between 25% and 50% of its net assets in fixed-income securities. Stock investments are primarily common stock of large-cap companies. Fixed-income investments are primarily a wide variety of investment grade debt securities.

Full CBAIX 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.