HomeCompareGTMUX vs HDV

GTMUX vs HDV: Dividend Comparison 2026

GTMUX yields 16.56% · HDV yields 2.91%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 GTMUX wins by $34.7K in total portfolio value
10 years
GTMUX
GTMUX
● Live price
16.56%
Share price
$20.71
Annual div
$3.43
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$59.0K
Annual income
$4,583.33
Full GTMUX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.91%
Share price
$136.00
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$350.87
Full HDV calculator →

Portfolio growth — GTMUX vs HDV

📍 GTMUX 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 PeriodGTMUXHDV
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, GTMUX + HDV cover 0 of 12 monthsgood coverage

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

GTMUX
Annual income on $10K today (after 15% tax)
$1,408.02/yr
After 10yr DRIP, annual income (after tax)
$3,895.83/yr
HDV
Annual income on $10K today (after 15% tax)
$247.42/yr
After 10yr DRIP, annual income (after tax)
$298.24/yr
At 15% tax rate, GTMUX beats the other by $3,597.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

GTMUX: 50%HDV: 50%
100% HDV50/50100% GTMUX
Portfolio after 10yr
$41.6K
Annual income
$2,467.11/yr
Blended yield
5.92%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

GTMUX buys
0
HDV buys
0
No recent congressional trades found for GTMUX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricGTMUXHDV
Forward yield16.56%2.91%
Annual dividend / share$3.43$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$59.0K$24.3K
Annual income after 10y$4,583.33$350.87
Total dividends collected$30.3K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearGTMUX PortfolioGTMUX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,356$1,656.49$11,001$291.08+$1.4KGTMUX
2$15,134$1,912.94$12,081$298.99+$3.1KGTMUX
3$18,384$2,189.71$13,245$306.58+$5.1KGTMUX
4$22,156$2,485.81$14,500$313.84+$7.7KGTMUX
5$26,507$2,799.94$15,850$320.78+$10.7KGTMUX
6$31,493$3,130.63$17,303$327.41+$14.2KGTMUX
7$37,174$3,476.19$18,865$333.72+$18.3KGTMUX
8$43,611$3,834.79$20,544$339.73+$23.1KGTMUX
9$50,868$4,204.50$22,348$345.45+$28.5KGTMUX
10$59,012$4,583.33$24,286$350.87+$34.7KGTMUX

GTMUX vs HDV: Complete Analysis 2026

GTMUXStock

The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in a diversified portfolio of equity investments in small and mid-cap issuers. It may invest up to 25% of its Net Assets in foreign securities, including securities of issuers in countries with emerging markets or economies and securities quoted in foreign currencies. The fund may invest up to 20% of its net assets in fixed income securities, such as government, corporate and bank debt obligations.

Full GTMUX 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.