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HMDCX vs DVY: Dividend Comparison 2026

HMDCX yields 30.68% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HMDCX wins by $112.5K in total portfolio value
10 years
HMDCX
HMDCX
● Live price
30.68%
Share price
$17.75
Annual div
$5.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$137.6K
Annual income
$18,564.01
Full HMDCX calculator →
DVY
DVY
● Live price
3.50%
Share price
$150.03
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$437.78
Full DVY calculator →

Portfolio growth — HMDCX vs DVY

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

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
HMDCX pays
DVY pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

HMDCX
Annual income on $10K today (after 15% tax)
$2,607.38/yr
After 10yr DRIP, annual income (after tax)
$15,779.41/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, HMDCX beats the other by $15,407.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of HMDCX + DVY for your $10,000?

HMDCX: 50%DVY: 50%
100% DVY50/50100% HMDCX
Portfolio after 10yr
$81.3K
Annual income
$9,500.89/yr
Blended yield
11.68%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HMDCX buys
0
DVY buys
0
No recent congressional trades found for HMDCX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHMDCXDVY
Forward yield30.68% ✓3.50%
Annual dividend / share$5.44 ✓$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$137.6K ✓$25.1K
Annual income after 10y$18,564.01 ✓$437.78
Total dividends collected$94.7K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHMDCX PortfolioHMDCX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$13,768$3,067.50$11,050$349.62+$2.7K → HMDCX
2$18,678$3,946.90$12,184$361.04+$6.5K → HMDCX
3$24,990$5,004.39$13,409$372.07+$11.6K → HMDCX
4$32,997$6,257.49$14,730$382.68+$18.3K → HMDCX
5$43,028$7,721.85$16,154$392.89+$26.9K → HMDCX
6$55,451$9,410.69$17,688$402.69+$37.8K → HMDCX
7$70,667$11,334.24$19,338$412.07+$51.3K → HMDCX
8$89,113$13,499.41$21,113$421.04+$68.0K → HMDCX
9$111,260$15,909.48$23,020$429.61+$88.2K → HMDCX
10$137,613$18,564.01$25,070$437.78+$112.5K → HMDCX

HMDCX vs DVY: Complete Analysis 2026

HMDCX — Stock

The fund invests at least 80% of its assets in common stocks of mid-capitalization companies. The sub-adviser defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices.

Full HMDCX 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.