HomeCompareDWM vs HDV

DWM vs HDV: Dividend Comparison 2026

DWM yields 3.00% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $77.00 in total portfolio value
10 years
DWM
DWM
● Live price
3.00%
Share price
$67.88
Annual div
$2.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.2K
Annual income
$363.91
Full DWM 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 — DWM 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 PeriodDWMHDV
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, DWM + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

DWM
Annual income on $10K today (after 15% tax)
$254.96/yr
After 10yr DRIP, annual income (after tax)
$309.32/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, DWM beats the other by $9.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DWM: 50%HDV: 50%
100% HDV50/50100% DWM
Portfolio after 10yr
$24.3K
Annual income
$358.31/yr
Blended yield
1.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DWM buys
0
HDV buys
0
No recent congressional trades found for DWM or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDWMHDV
Forward yield3.00%2.92%
Annual dividend / share$2.04$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.2K$24.3K
Annual income after 10y$363.91$352.73
Total dividends collected$3.3K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDWM PortfolioDWM Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,000$299.95$11,002$292.38$2.00HDV
2$12,078$308.36$12,084$300.36$6.00HDV
3$13,240$316.44$13,250$308.02$10.00HDV
4$14,491$324.19$14,506$315.35$15.00HDV
5$15,837$331.61$15,858$322.35$21.00HDV
6$17,285$338.70$17,313$329.04$28.00HDV
7$18,840$345.47$18,878$335.42$38.00HDV
8$20,511$351.92$20,560$341.49$49.00HDV
9$22,304$358.07$22,367$347.25$63.00HDV
10$24,230$363.91$24,307$352.73$77.00HDV

DWM vs HDV: Complete Analysis 2026

DWMStock

At least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of companies in the industrialized world, excluding Canada and the United States, that pay regular cash dividends. It is non-diversified.

Full DWM Calculator →

HDVETF

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 →
📬

Get this DWM vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

DWM vs SCHDDWM vs JEPIDWM vs ODWM vs KODWM vs MAINDWM vs VYMDWM vs DVYDWM vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.