Is HWSAX or VYM a better dividend investment in 2026?

HWSAX currently yields 0.65% with a 5% 5-year dividend growth rate. VYM yields 2.37% with 7.8% growth. The better choice depends on your goal: VYM offers higher current income.

What is the dividend yield difference between HWSAX and VYM?

HWSAX has a forward dividend yield of 0.65% ($0.52/share annually). VYM yields 2.37% ($3.51/share annually). The yield gap is 1.72 percentage points.

Home › Compare › HWSAX vs VYM

HWSAX vs VYM: Dividend Comparison 2026

HWSAX yields 0.65% · VYM yields 2.37%● Live data

vsPost on X →

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

🏆 VYM wins by $7.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

HWSAX

● Live price

0.65%

Share price

$79.62

Annual div

$0.52

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$20.6K

Annual income

$67.60

Full HWSAX calculator →

VYM

Vanguard High Dividend Yield ETF

● Live price

2.37%

Share price

$148.10

Annual div

$3.51

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$27.8K

Annual income

$272.94

Full VYM calculator →

Portfolio growth — HWSAX vs VYM

📍 VYM 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 Period	HWSAX	VYM
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, HWSAX + VYM cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

HWSAX pays

VYM pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

HWSAX

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

$55.09/yr

After 10yr DRIP, annual income (after tax)

$57.46/yr

VYM

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

$201.60/yr

After 10yr DRIP, annual income (after tax)

$232.00/yr

At 15% tax rate, VYM beats the other by $174.54/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of HWSAX + VYM for your $10,000?

HWSAX: 50%VYM: 50%

100% VYM50/50100% HWSAX

Portfolio after 10yr

$24.2K

Annual income

$170.27/yr

Blended yield

0.70%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HWSAX buys

VYM buys

No recent congressional trades found for HWSAX or VYM in the last 90 days.

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

MetricHWSAXVYM

Forward yield	0.65%	2.37% ✓
Annual dividend / share	$0.52	$3.51 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$20.6K	$27.8K ✓
Annual income after 10y	$67.60	$272.94 ✓
Total dividends collected	$663.00 ✓	$2.6K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

Year-by-year: HWSAX vs VYM ($10,000, DRIP)

Year	HWSAX Portfolio	HWSAX Income/yr	VYM Portfolio	VYM Income/yr	Gap
1← crossover	$10,765	$64.82	$11,147	$237.17	$382.00 → VYM
2	$11,584	$65.21	$12,404	$242.33	$820.00 → VYM
3	$12,460	$65.58	$13,780	$247.16	$1.3K → VYM
4	$13,398	$65.92	$15,285	$251.67	$1.9K → VYM
5	$14,402	$66.25	$16,932	$255.88	$2.5K → VYM
6	$15,477	$66.56	$18,733	$259.81	$3.3K → VYM
7	$16,627	$66.84	$20,701	$263.46	$4.1K → VYM
8	$17,858	$67.11	$22,852	$266.86	$5.0K → VYM
9	$19,176	$67.37	$25,201	$270.01	$6.0K → VYM
10	$20,586	$67.60	$27,768	$272.94	$7.2K → VYM

HWSAX vs VYM: Complete Analysis 2026

HWSAX — Stock

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities of small capitalization companies. Hotchkis & Wiley Capital Management, LLC (the Advisor) currently considers small cap companies to be those with market capitalizations like those found in the Russell 2000® Index.

Full HWSAX Calculator →

VYM — ETF

Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.

Full VYM Calculator →

📬

Get this HWSAX vs VYM comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HWSAX vs SCHD HWSAX vs JEPI HWSAX vs O HWSAX vs KO HWSAX vs MAIN HWSAX vs VIG HWSAX vs DGRO HWSAX vs HDV

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.