Is CBDRX or HDV a better dividend investment in 2026?

CBDRX currently yields 0.52% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: HDV offers higher current income.

What is the dividend yield difference between CBDRX and HDV?

CBDRX has a forward dividend yield of 0.52% ($0.29/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 2.40 percentage points.

Home › Compare › CBDRX vs HDV

CBDRX vs HDV: Dividend Comparison 2026

CBDRX yields 0.52% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 HDV wins by $3.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

CBDRX

● Live price

0.52%

Share price

$55.42

Annual div

$0.29

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$20.4K

Annual income

$53.56

Full CBDRX 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 — CBDRX vs HDV

📍 HDV pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	CBDRX	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, CBDRX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

CBDRX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

CBDRX

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

$44.02/yr

After 10yr DRIP, annual income (after tax)

$45.53/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, HDV beats the other by $254.29/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

CBDRX: 50%HDV: 50%

100% HDV50/50100% CBDRX

Portfolio after 10yr

$22.4K

Annual income

$203.14/yr

Blended yield

0.91%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CBDRX buys

HDV buys

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

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

MetricCBDRXHDV

Forward yield	0.52%	2.92% ✓
Annual dividend / share	$0.29	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$20.4K	$24.3K ✓
Annual income after 10y	$53.56	$352.73 ✓
Total dividends collected	$527.00 ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	CBDRX Portfolio	CBDRX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$10,752	$51.79	$11,002	$292.38	$250.00 → HDV
2	$11,556	$52.04	$12,084	$300.36	$528.00 → HDV
3	$12,418	$52.27	$13,250	$308.02	$832.00 → HDV
4	$13,339	$52.49	$14,506	$315.35	$1.2K → HDV
5	$14,326	$52.70	$15,858	$322.35	$1.5K → HDV
6	$15,382	$52.90	$17,313	$329.04	$1.9K → HDV
7	$16,511	$53.08	$18,878	$335.42	$2.4K → HDV
8	$17,720	$53.25	$20,560	$341.49	$2.8K → HDV
9	$19,014	$53.41	$22,367	$347.25	$3.4K → HDV
10	$20,399	$53.56	$24,307	$352.73	$3.9K → HDV

CBDRX vs HDV: Complete Analysis 2026

CBDRX — Stock

Under normal circumstances, the fund invests in a mix of equity and debt securities. Its assets are allocated among equity and debt securities (which includes cash and cash equivalents) based on an assessment of the relative risks and returns of each asset class. The fund generally will invest between 35% and 65% of its net assets in each asset class, and in any event will invest at least 25% and no more than 75% of its net assets in each asset class under normal circumstances.

Full CBDRX 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.