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ISMXF vs HDV: Dividend Comparison 2026

ISMXF yields 3.66% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ISMXF wins by $1.1K in total portfolio value
10 years
ISMXF
ISMXF
● Live price
3.66%
Share price
$54.62
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.4K
Annual income
$463.30
Full ISMXF calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — ISMXF vs HDV

📍 ISMXF 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 PeriodISMXFHDV
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, ISMXF + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

ISMXF
Annual income on $10K today (after 15% tax)
$311.22/yr
After 10yr DRIP, annual income (after tax)
$393.81/yr
HDV
Annual income on $10K today (after 15% tax)
$247.92/yr
After 10yr DRIP, annual income (after tax)
$298.95/yr
At 15% tax rate, ISMXF beats the other by $94.85/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of ISMXF + HDV for your $10,000?

ISMXF: 50%HDV: 50%
100% HDV50/50100% ISMXF
Portfolio after 10yr
$24.8K
Annual income
$407.51/yr
Blended yield
1.64%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ISMXF buys
0
HDV buys
0
No recent congressional trades found for ISMXF or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricISMXFHDV
Forward yield3.66% ✓2.92%
Annual dividend / share$2.00$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.4K ✓$24.3K
Annual income after 10y$463.30 ✓$351.71
Total dividends collected$4.2K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: ISMXF vs HDV ($10,000, DRIP)

YearISMXF PortfolioISMXF Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,066$366.15$11,002$291.67+$64.00 → ISMXF
2$12,219$378.67$12,082$299.61+$137.00 → ISMXF
3$13,466$390.78$13,247$307.23+$219.00 → ISMXF
4$14,811$402.46$14,503$314.52+$308.00 → ISMXF
5$16,261$413.71$15,854$321.50+$407.00 → ISMXF
6$17,824$424.51$17,308$328.15+$516.00 → ISMXF
7$19,506$434.86$18,871$334.49+$635.00 → ISMXF
8$21,317$444.78$20,551$340.53+$766.00 → ISMXF
9$23,263$454.26$22,357$346.27+$906.00 → ISMXF
10$25,355$463.30$24,296$351.71+$1.1K → ISMXF

ISMXF vs HDV: Complete Analysis 2026

ISMXF — Stock

The investment objective of the Fund is to seek to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the Bloomberg Barclays US Floating Rate Note < 5 Years Index.

Full ISMXF Calculator →

HDV — ETF

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

Full HDV 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.