HomeCompareKMVAX vs HDV

KMVAX vs HDV: Dividend Comparison 2026

KMVAX yields 5.36% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 KMVAX wins by $4.2K in total portfolio value
10 years
KMVAX
KMVAX
● Live price
5.36%
Share price
$34.64
Annual div
$1.86
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.5K
Annual income
$755.35
Full KMVAX 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 — KMVAX vs HDV

📍 KMVAX 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 PeriodKMVAXHDV
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, KMVAX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
KMVAX pays
HDV pays
Both pay
Neither
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Tax Bracket Optimizer

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

KMVAX
Annual income on $10K today (after 15% tax)
$455.81/yr
After 10yr DRIP, annual income (after tax)
$642.05/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, KMVAX beats the other by $342.23/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

KMVAX: 50%HDV: 50%
100% HDV50/50100% KMVAX
Portfolio after 10yr
$26.4K
Annual income
$554.03/yr
Blended yield
2.10%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

KMVAX buys
0
HDV buys
0
No recent congressional trades found for KMVAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricKMVAXHDV
Forward yield5.36%2.92%
Annual dividend / share$1.86$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.5K$24.3K
Annual income after 10y$755.35$352.73
Total dividends collected$6.5K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearKMVAX PortfolioKMVAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,236$536.25$11,002$292.38+$234.00KMVAX
2$12,586$563.13$12,084$300.36+$502.00KMVAX
3$14,056$589.50$13,250$308.02+$806.00KMVAX
4$15,656$615.31$14,506$315.35+$1.1KKMVAX
5$17,392$640.48$15,858$322.35+$1.5KKMVAX
6$19,274$664.97$17,313$329.04+$2.0KKMVAX
7$21,312$688.73$18,878$335.42+$2.4KKMVAX
8$23,516$711.73$20,560$341.49+$3.0KKMVAX
9$25,896$733.94$22,367$347.25+$3.5KKMVAX
10$28,464$755.35$24,307$352.73+$4.2KKMVAX

KMVAX vs HDV: Complete Analysis 2026

KMVAXStock

The fund seeks to achieve its investment objective by investing in common stocks of companies with small-capitalizations (less than $1 billion), medium-capitalizations ($1-$15 billion) and large-capitalizations (more than $15 billion). Under normal circumstances, at least 65% of its total assets will consist of common stocks or other equity securities.

Full KMVAX 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.