Is HRSMX or DVY a better dividend investment in 2026?

HRSMX currently yields 4.25% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: HRSMX offers higher current income.

What is the dividend yield difference between HRSMX and DVY?

HRSMX has a forward dividend yield of 4.25% ($3.74/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 0.75 percentage points.

Home › Compare › HRSMX vs DVY

HRSMX vs DVY: Dividend Comparison 2026

HRSMX yields 4.25% · DVY yields 3.50%● Live data

vsPost on X →

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

🏆 HRSMX wins by $1.3K in total portfolio value

INVESTMENT

TIME HORIZON10 years

HRSMX

● Live price

4.25%

Share price

$88.15

Annual div

$3.74

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.4K

Annual income

$557.40

Full HRSMX 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 — HRSMX vs DVY

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

Jan

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Feb

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Mar

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Apr

—

May

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Jun

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Jul

—

Aug

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Sep

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Oct

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Nov

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Dec

—

HRSMX 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.

HRSMX

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

$360.85/yr

After 10yr DRIP, annual income (after tax)

$473.79/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, HRSMX beats the other by $101.68/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 HRSMX + DVY for your $10,000?

HRSMX: 50%DVY: 50%

100% DVY50/50100% HRSMX

Portfolio after 10yr

$25.7K

Annual income

$497.59/yr

Blended yield

1.93%

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HRSMX buys

DVY buys

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

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

MetricHRSMXDVY

Forward yield	4.25% ✓	3.50%
Annual dividend / share	$3.74	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$26.4K ✓	$25.1K
Annual income after 10y	$557.40 ✓	$437.78
Total dividends collected	$4.9K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	HRSMX Portfolio	HRSMX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,125	$424.53	$11,050	$349.62	+$75.00 → HRSMX
2	$12,345	$441.37	$12,184	$361.04	+$161.00 → HRSMX
3	$13,666	$457.74	$13,409	$372.07	+$257.00 → HRSMX
4	$15,097	$473.60	$14,730	$382.68	+$367.00 → HRSMX
5	$16,642	$488.94	$16,154	$392.89	+$488.00 → HRSMX
6	$18,311	$503.74	$17,688	$402.69	+$623.00 → HRSMX
7	$20,111	$517.99	$19,338	$412.07	+$773.00 → HRSMX
8	$22,050	$531.69	$21,113	$421.04	+$937.00 → HRSMX
9	$24,139	$544.82	$23,020	$429.61	+$1.1K → HRSMX
10	$26,386	$557.40	$25,070	$437.78	+$1.3K → HRSMX

HRSMX vs DVY: Complete Analysis 2026

HRSMX — Stock

The fund, under normal market conditions, invests at least 80% of its net assets plus any borrowings for investment purposes in common stocks of U.S. corporations that are judged by Hood River to have strong growth characteristics or to be undervalued in the marketplace relative to underlying profitability and have a market capitalization which, at the time of purchase, is consistent with the capitalization ranges of the S&P SmallCap 600® Index and the Russell 2000® Growth Index (small-cap companies).

Full HRSMX 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.