Is HSMV or ORCC a better dividend investment in 2026?

HSMV currently yields 2.03% with a 5% 5-year dividend growth rate. ORCC yields 4.00% with 5% growth. The better choice depends on your goal: ORCC offers higher current income.

What is the dividend yield difference between HSMV and ORCC?

HSMV has a forward dividend yield of 2.03% ($0.73/share annually). ORCC yields 4.00% ($2.00/share annually). The yield gap is 1.97 percentage points.

Home › Compare › HSMV vs ORCC

HSMV vs ORCC: Dividend Comparison 2026

HSMV yields 2.03% · ORCC yields 4.00%● Live data

vsPost on X →

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

🏆 ORCC wins by $5.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

HSMV

● Live price

2.03%

Share price

$36.17

Annual div

$0.73

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$22.7K

Annual income

$231.17

Full HSMV calculator →

ORCC

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full ORCC calculator →

Portfolio growth — HSMV vs ORCC

📍 ORCC 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	HSMV	ORCC
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, HSMV + ORCC cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

HSMV pays

ORCC pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

HSMV

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

$172.35/yr

After 10yr DRIP, annual income (after tax)

$196.49/yr

ORCC

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

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, ORCC beats the other by $567.82/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of HSMV + ORCC for your $10,000?

HSMV: 50%ORCC: 50%

100% ORCC50/50100% HSMV

Portfolio after 10yr

$25.4K

Annual income

$565.19/yr

Blended yield

2.23%

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Analyst Conviction Gap

Where Wall Street is most bullish on ORCC right now

HSMV

No analyst data

ORCC

Analyst Ratings

Buy

Hold

Sell

Consensus: Buy

Price Target

$16.00

-68.0% upside vs current

Range: $16.00 — $16.00

Altman Z

0.5

Piotroski

5/9

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HSMV buys

ORCC buys

No recent congressional trades found for HSMV or ORCC in the last 90 days.

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

MetricHSMVORCC

Forward yield	2.03%	4.00% ✓
Annual dividend / share	$0.73	$2.00 ✓
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$22.7K	$28.0K ✓
Annual income after 10y	$231.17	$899.19 ✓
Total dividends collected	$2.2K	$6.4K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	BDC

Year-by-year: HSMV vs ORCC ($10,000, DRIP)

Year	HSMV Portfolio	HSMV Income/yr	ORCC Portfolio	ORCC Income/yr	Gap
1← crossover	$10,903	$202.76	$11,120	$420.00	$217.00 → ORCC
2	$11,873	$206.61	$12,357	$458.31	$484.00 → ORCC
3	$12,914	$210.27	$13,721	$499.76	$807.00 → ORCC
4	$14,032	$213.75	$15,227	$544.58	$1.2K → ORCC
5	$15,231	$217.05	$16,885	$593.02	$1.7K → ORCC
6	$16,517	$220.19	$18,713	$645.34	$2.2K → ORCC
7	$17,897	$223.17	$20,724	$701.81	$2.8K → ORCC
8	$19,375	$225.98	$22,938	$762.73	$3.6K → ORCC
9	$20,960	$228.65	$25,372	$828.41	$4.4K → ORCC
10	$22,659	$231.17	$28,047	$899.19	$5.4K → ORCC

HSMV vs ORCC: Complete Analysis 2026

HSMV — Stock

The First Trust Horizon Managed Volatility Small/Mid ETF's investment objective is to seek to provide investors with capital appreciation. Under normal market conditions, the Fund seeks to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in small- and/or mid-capitalization common stocks listed and traded on U.S. national securities exchanges that Horizon Investments, LLC believes exhibit low future expected volatility.

Full HSMV Calculator →

ORCC — BDC

ORCC is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in ORCC shares.

Full ORCC 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.