Is CLBAX or HDV a better dividend investment in 2026?

CLBAX currently yields 8.52% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: CLBAX offers higher current income.

What is the dividend yield difference between CLBAX and HDV?

CLBAX has a forward dividend yield of 8.52% ($3.09/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 5.60 percentage points.

Home › Compare › CLBAX vs HDV

CLBAX vs HDV: Dividend Comparison 2026

CLBAX yields 8.52% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 CLBAX wins by $10.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

CLBAX

● Live price

8.52%

Share price

$36.22

Annual div

$3.09

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$35.2K

Annual income

$1,460.45

Full CLBAX 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 — CLBAX vs HDV

📍 CLBAX 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	CLBAX	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, CLBAX + 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

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Aug

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Sep

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Oct

—

Nov

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Dec

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CLBAX 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.

CLBAX

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

$724.54/yr

After 10yr DRIP, annual income (after tax)

$1,241.38/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, CLBAX beats the other by $941.56/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 CLBAX + HDV for your $10,000?

CLBAX: 50%HDV: 50%

100% HDV50/50100% CLBAX

Portfolio after 10yr

$29.7K

Annual income

$906.58/yr

Blended yield

3.05%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CLBAX buys

HDV buys

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

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

MetricCLBAXHDV

Forward yield	8.52% ✓	2.92%
Annual dividend / share	$3.09	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$35.2K ✓	$24.3K
Annual income after 10y	$1,460.45 ✓	$352.73
Total dividends collected	$11.6K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	CLBAX Portfolio	CLBAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,552	$852.40	$11,002	$292.38	+$550.00 → CLBAX
2	$13,281	$920.31	$12,084	$300.36	+$1.2K → CLBAX
3	$15,200	$988.83	$13,250	$308.02	+$1.9K → CLBAX
4	$17,322	$1,057.63	$14,506	$315.35	+$2.8K → CLBAX
5	$19,660	$1,126.41	$15,858	$322.35	+$3.8K → CLBAX
6	$22,232	$1,194.86	$17,313	$329.04	+$4.9K → CLBAX
7	$25,050	$1,262.73	$18,878	$335.42	+$6.2K → CLBAX
8	$28,134	$1,329.76	$20,560	$341.49	+$7.6K → CLBAX
9	$31,499	$1,395.73	$22,367	$347.25	+$9.1K → CLBAX
10	$35,164	$1,460.45	$24,307	$352.73	+$10.9K → CLBAX

CLBAX vs HDV: Complete Analysis 2026

CLBAX — Stock

The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other securities of issuers domiciled outside the United States.

Full CLBAX 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.