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CBHAX vs HDV: Dividend Comparison 2026

CBHAX yields 3.53% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CBHAX wins by $827.00 in total portfolio value
10 years
CBHAX
CBHAX
● Live price
3.53%
Share price
$9.16
Annual div
$0.32
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$443.48
Full CBHAX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.39
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$352.73
Full HDV calculator →

Portfolio growth — CBHAX vs HDV

📍 CBHAX 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 PeriodCBHAXHDV
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%.
📅

Dividend Calendar Overlap

Combined, CBHAX + HDV cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
CBHAX pays
HDV pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

CBHAX
Annual income on $10K today (after 15% tax)
$300.34/yr
After 10yr DRIP, annual income (after tax)
$376.96/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, CBHAX beats the other by $77.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CBHAX: 50%HDV: 50%
100% HDV50/50100% CBHAX
Portfolio after 10yr
$24.7K
Annual income
$398.10/yr
Blended yield
1.61%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CBHAX buys
0
HDV buys
0
No recent congressional trades found for CBHAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCBHAXHDV
Forward yield3.53% ✓2.92%
Annual dividend / share$0.32$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.1K ✓$24.3K
Annual income after 10y$443.48 ✓$352.73
Total dividends collected$4.0K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCBHAX PortfolioCBHAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,053$353.34$11,002$292.38+$51.00 → CBHAX
2$12,192$365.01$12,084$300.36+$108.00 → CBHAX
3$13,422$376.27$13,250$308.02+$172.00 → CBHAX
4$14,748$387.13$14,506$315.35+$242.00 → CBHAX
5$16,178$397.56$15,858$322.35+$320.00 → CBHAX
6$17,718$407.58$17,313$329.04+$405.00 → CBHAX
7$19,376$417.17$18,878$335.42+$498.00 → CBHAX
8$21,159$426.35$20,560$341.49+$599.00 → CBHAX
9$23,075$435.12$22,367$347.25+$708.00 → CBHAX
10$25,134$443.48$24,307$352.73+$827.00 → CBHAX

CBHAX vs HDV: Complete Analysis 2026

CBHAX — Stock

The Adviser pursues the fund’s investment objective by implementing a proprietary, “market neutral” investment strategy designed to seek income from its investments while maintaining a low correlation to the foreign and domestic equity and bond markets.

Full CBHAX 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.