Is CBLSX or HDV a better dividend investment in 2026?

CBLSX currently yields 13.44% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: CBLSX offers higher current income.

What is the dividend yield difference between CBLSX and HDV?

CBLSX has a forward dividend yield of 13.44% ($1.36/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 10.52 percentage points.

Home › Compare › CBLSX vs HDV

CBLSX vs HDV: Dividend Comparison 2026

CBLSX yields 13.44% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 CBLSX wins by $24.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

CBLSX

● Live price

13.44%

Share price

$10.13

Annual div

$1.36

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$48.4K

Annual income

$3,097.10

Full CBLSX 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 — CBLSX vs HDV

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

Jan

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Feb

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Mar

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Apr

—

May

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Jun

—

Jul

—

Aug

—

Sep

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Oct

—

Nov

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Dec

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CBLSX 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.

CBLSX

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

$1,142.57/yr

After 10yr DRIP, annual income (after tax)

$2,632.54/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, CBLSX beats the other by $2,332.71/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 CBLSX + HDV for your $10,000?

CBLSX: 50%HDV: 50%

100% HDV50/50100% CBLSX

Portfolio after 10yr

$36.4K

Annual income

$1,724.91/yr

Blended yield

4.74%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CBLSX buys

HDV buys

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

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

MetricCBLSXHDV

Forward yield	13.44% ✓	2.92%
Annual dividend / share	$1.36	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$48.4K ✓	$24.3K
Annual income after 10y	$3,097.10 ✓	$352.73
Total dividends collected	$21.9K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	CBLSX Portfolio	CBLSX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$12,044	$1,344.20	$11,002	$292.38	+$1.0K → CBLSX
2	$14,400	$1,513.06	$12,084	$300.36	+$2.3K → CBLSX
3	$17,099	$1,690.71	$13,250	$308.02	+$3.8K → CBLSX
4	$20,172	$1,876.22	$14,506	$315.35	+$5.7K → CBLSX
5	$23,653	$2,068.62	$15,858	$322.35	+$7.8K → CBLSX
6	$27,575	$2,266.88	$17,313	$329.04	+$10.3K → CBLSX
7	$31,976	$2,469.92	$18,878	$335.42	+$13.1K → CBLSX
8	$36,891	$2,676.68	$20,560	$341.49	+$16.3K → CBLSX
9	$42,359	$2,886.08	$22,367	$347.25	+$20.0K → CBLSX
10	$48,421	$3,097.10	$24,307	$352.73	+$24.1K → CBLSX

CBLSX vs HDV: Complete Analysis 2026

CBLSX — Stock

The fund invests at least 80% of its net assets in equity securities of large-capitalization companies. It is a feeder fund that invests substantially all of its assets in the C&B Large Cap Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. The fund invests principally in equity securities of large-capitalization companies, which is defined as companies with market capitalizations within the range of the Russell 1000® Index at the time of purchase.

Full CBLSX 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.