HomeCompareGMXAX vs HDV

GMXAX vs HDV: Dividend Comparison 2026

GMXAX yields 13.09% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 GMXAX wins by $23.0K in total portfolio value
10 years
GMXAX
GMXAX
● Live price
13.09%
Share price
$14.94
Annual div
$1.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.3K
Annual income
$2,953.40
Full GMXAX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — GMXAX vs HDV

📍 GMXAX 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 PeriodGMXAXHDV
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, GMXAX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GMXAX 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.

GMXAX
Annual income on $10K today (after 15% tax)
$1,112.58/yr
After 10yr DRIP, annual income (after tax)
$2,510.39/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, GMXAX beats the other by $2,211.44/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

GMXAX: 50%HDV: 50%
100% HDV50/50100% GMXAX
Portfolio after 10yr
$35.8K
Annual income
$1,652.56/yr
Blended yield
4.61%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

GMXAX buys
0
HDV buys
0
No recent congressional trades found for GMXAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricGMXAXHDV
Forward yield13.09%2.92%
Annual dividend / share$1.96$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$47.3K$24.3K
Annual income after 10y$2,953.40$351.71
Total dividends collected$21.0K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearGMXAX PortfolioGMXAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,009$1,308.92$11,002$291.67+$1.0KGMXAX
2$14,319$1,469.04$12,082$299.61+$2.2KGMXAX
3$16,958$1,636.99$13,247$307.23+$3.7KGMXAX
4$19,957$1,811.90$14,503$314.52+$5.5KGMXAX
5$23,347$1,992.83$15,854$321.50+$7.5KGMXAX
6$27,160$2,178.81$17,308$328.15+$9.9KGMXAX
7$31,430$2,368.84$18,871$334.49+$12.6KGMXAX
8$36,192$2,561.94$20,551$340.53+$15.6KGMXAX
9$41,482$2,757.11$22,357$346.27+$19.1KGMXAX
10$47,339$2,953.40$24,296$351.71+$23.0KGMXAX

GMXAX vs HDV: Complete Analysis 2026

GMXAXStock

The investment seeks to match the performance of the Standard & Poor's MidCap 400® Index (S&P MidCap 400 Index) as closely as possible before the deduction of fund expenses. The fund normally invests at least 80% of its net assets in equity securities of companies included in the S&P MidCap 400® Index. The S&P MidCap 400® Index includes approximately 400 stocks of mid-cap U.S. companies in a wide range of businesses. The adviser employs a passive management, or indexing, approach, which seeks to match approximately the performance of the S&P MidCap 400® Index before the deduction of fund expenses.

Full GMXAX 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 →
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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.