Is HCMDX or DVY a better dividend investment in 2026?

HCMDX currently yields 3.38% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: DVY offers higher current income.

What is the dividend yield difference between HCMDX and DVY?

HCMDX has a forward dividend yield of 3.38% ($0.93/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 0.12 percentage points.

Home › Compare › HCMDX vs DVY

HCMDX vs DVY: Dividend Comparison 2026

HCMDX yields 3.38% · DVY yields 3.50%● Live data

vsPost on X →

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

🏆 DVY wins by $192.00 in total portfolio value

INVESTMENT

TIME HORIZON10 years

HCMDX

● Live price

3.38%

Share price

$27.36

Annual div

$0.93

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.9K

Annual income

$420.80

Full HCMDX calculator →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — HCMDX vs DVY

📍 DVY 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	HCMDX	DVY
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, HCMDX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

—

Apr

—

May

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Jun

—

Jul

—

Aug

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Sep

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Oct

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Nov

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Dec

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HCMDX pays

DVY pays

Both pay

Neither

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Tax Bracket Optimizer

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

HCMDX

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

$287.68/yr

After 10yr DRIP, annual income (after tax)

$357.68/yr

DVY

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

$297.17/yr

After 10yr DRIP, annual income (after tax)

$372.11/yr

At 15% tax rate, DVY beats the other by $14.43/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 HCMDX + DVY for your $10,000?

HCMDX: 50%DVY: 50%

100% DVY50/50100% HCMDX

Portfolio after 10yr

$25.0K

Annual income

$429.29/yr

Blended yield

1.72%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HCMDX buys

DVY buys

No recent congressional trades found for HCMDX or DVY in the last 90 days.

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

MetricHCMDXDVY

Forward yield	3.38%	3.50% ✓
Annual dividend / share	$0.93	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$24.9K	$25.1K ✓
Annual income after 10y	$420.80	$437.78 ✓
Total dividends collected	$3.8K	$4.0K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

Year-by-year: HCMDX vs DVY ($10,000, DRIP)

Year	HCMDX Portfolio	HCMDX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,038	$338.45	$11,050	$349.62	$12.00 → DVY
2	$12,160	$349.16	$12,184	$361.04	$24.00 → DVY
3	$13,371	$359.48	$13,409	$372.07	$38.00 → DVY
4	$14,676	$369.41	$14,730	$382.68	$54.00 → DVY
5	$16,083	$378.95	$16,154	$392.89	$71.00 → DVY
6	$17,597	$388.09	$17,688	$402.69	$91.00 → DVY
7	$19,225	$396.84	$19,338	$412.07	$113.00 → DVY
8	$20,976	$405.21	$21,113	$421.04	$137.00 → DVY
9	$22,858	$413.19	$23,020	$429.61	$162.00 → DVY
10	$24,878	$420.80	$25,070	$437.78	$192.00 → DVY

HCMDX vs DVY: Complete Analysis 2026

HCMDX — Stock

The investment seeks long-term capital appreciation. The fund adviser seeks to achieve its investment objective through investments in (i) domestic equity securities of any market capitalization, (ii) investment companies (mutual funds, closed-end funds and ETFs) and (iii) cash and cash equivalents and put and call options. When the fund is out of the market, it invests in cash and cash equivalents and/or put options to hedge the fund’s equities and to reduce volatility. The fund may be invested from 0-100% in cash and cash equivalents and/or put and call options and 0-100% in equities depending on the strength of the trend identified by the HCM-BuyLine®.

Full HCMDX Calculator →

DVY — ETF

The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full DVY 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.