Is CBTAX or HDV a better dividend investment in 2026?

CBTAX currently yields 3.24% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: CBTAX offers higher current income.

What is the dividend yield difference between CBTAX and HDV?

CBTAX has a forward dividend yield of 3.24% ($0.31/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 0.32 percentage points.

Home › Compare › CBTAX vs HDV

CBTAX vs HDV: Dividend Comparison 2026

CBTAX yields 3.24% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 CBTAX wins by $332.00 in total portfolio value

INVESTMENT

TIME HORIZON10 years

CBTAX

● Live price

3.24%

Share price

$9.70

Annual div

$0.31

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.6K

Annual income

$398.67

Full CBTAX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.72

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$351.71

Full HDV calculator →

Portfolio growth — CBTAX vs HDV

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

CBTAX 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.

CBTAX

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

$275.13/yr

After 10yr DRIP, annual income (after tax)

$338.87/yr

HDV

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

$247.92/yr

After 10yr DRIP, annual income (after tax)

$298.95/yr

At 15% tax rate, CBTAX beats the other by $39.92/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

CBTAX: 50%HDV: 50%

100% HDV50/50100% CBTAX

Portfolio after 10yr

$24.5K

Annual income

$375.20/yr

Blended yield

1.53%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CBTAX buys

HDV buys

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

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

MetricCBTAXHDV

Forward yield	3.24% ✓	2.92%
Annual dividend / share	$0.31	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$24.6K ✓	$24.3K
Annual income after 10y	$398.67 ✓	$351.71
Total dividends collected	$3.6K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	CBTAX Portfolio	CBTAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,024	$323.68	$11,002	$291.67	+$22.00 → CBTAX
2	$12,129	$333.47	$12,082	$299.61	+$47.00 → CBTAX
3	$13,321	$342.90	$13,247	$307.23	+$74.00 → CBTAX
4	$14,605	$351.96	$14,503	$314.52	+$102.00 → CBTAX
5	$15,988	$360.65	$15,854	$321.50	+$134.00 → CBTAX
6	$17,476	$368.97	$17,308	$328.15	+$168.00 → CBTAX
7	$19,077	$376.93	$18,871	$334.49	+$206.00 → CBTAX
8	$20,796	$384.53	$20,551	$340.53	+$245.00 → CBTAX
9	$22,644	$391.77	$22,357	$346.27	+$287.00 → CBTAX
10	$24,628	$398.67	$24,296	$351.71	+$332.00 → CBTAX

CBTAX vs HDV: Complete Analysis 2026

CBTAX — Stock

Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings) in fixed income securities and other related instruments with similar economic characteristics. In addition, at least 50% of its assets will be invested in municipal securities, the income from which is exempt from federal income tax. The fund may also invest in taxable fixed income instruments.

Full CBTAX 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.