HomeCompareKMF vs HDV

KMF vs HDV: Dividend Comparison 2026

KMF yields 9.53% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $2.9K in total portfolio value· pulled ahead in Year 3
10 years
KMF
KMF
● Live price
9.53%
Share price
$6.72
Annual div
$0.64
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$1.01
Full KMF calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.39
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$352.73
Full HDV calculator →

Portfolio growth — KMF vs HDV

📍 HDV pulled ahead of the other in Year 3

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 PeriodKMFHDV
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, KMF + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

KMF
Annual income on $10K today (after 15% tax)
$810.13/yr
After 10yr DRIP, annual income (after tax)
$0.86/yr
HDV
Annual income on $10K today (after 15% tax)
$248.52/yr
After 10yr DRIP, annual income (after tax)
$299.82/yr
At 15% tax rate, HDV beats the other by $298.96/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

KMF: 50%HDV: 50%
100% HDV50/50100% KMF
Portfolio after 10yr
$22.8K
Annual income
$176.87/yr
Blended yield
0.77%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on HDV right now

KMF
Analyst Ratings
2
Sell
Consensus: Sell
HDV
No analyst data
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)

KMF buys
0
HDV buys
0
No recent congressional trades found for KMF or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricKMFHDV
Forward yield9.53%2.92%
Annual dividend / share$0.64$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$21.4K$24.3K
Annual income after 10y$1.01$352.73
Total dividends collected$980.00$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearKMF PortfolioKMF Income/yrHDV PortfolioHDV Income/yrGap
1$11,177$476.55$11,002$292.38+$175.00KMF
2$12,208$248.88$12,084$300.36+$124.00KMF
3← crossover$13,189$127.03$13,250$308.02$61.00HDV
4$14,177$64.13$14,506$315.35$329.00HDV
5$15,201$32.21$15,858$322.35$657.00HDV
6$16,282$16.14$17,313$329.04$1.0KHDV
7$17,429$8.08$18,878$335.42$1.4KHDV
8$18,653$4.04$20,560$341.49$1.9KHDV
9$19,961$2.02$22,367$347.25$2.4KHDV
10$21,360$1.01$24,307$352.73$2.9KHDV

KMF vs HDV: Complete Analysis 2026

KMFStock

Kayne Anderson NextGen Energy & Infrastructure, Inc. is a close-ended equity mutual fund launched and managed by KA Fund Advisors, LLC. It invests in public equity markets of North America. The fund primarily invests in companies in the midstream/energy sector consisting of Midstream MLPs, Midstream Companies, Other MLPs and Other Energy companies. It invests in stocks of companies across diversified market capitalizations. Kayne Anderson NextGen Energy & Infrastructure, Inc. was formed on November 24, 2010 and is domiciled in the United States.

Full KMF Calculator →

HDVETF

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.