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LCPMX vs HDV: Dividend Comparison 2026

LCPMX yields 4.87% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LCPMX wins by $3.2K in total portfolio value
10 years
LCPMX
LCPMX
● Live price
4.87%
Share price
$8.63
Annual div
$0.42
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.5K
Annual income
$664.87
Full LCPMX 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 — LCPMX vs HDV

📍 LCPMX 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 PeriodLCPMXHDV
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, LCPMX + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

LCPMX
Annual income on $10K today (after 15% tax)
$413.84/yr
After 10yr DRIP, annual income (after tax)
$565.14/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, LCPMX beats the other by $265.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LCPMX: 50%HDV: 50%
100% HDV50/50100% LCPMX
Portfolio after 10yr
$25.9K
Annual income
$508.79/yr
Blended yield
1.96%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LCPMX buys
0
HDV buys
0
No recent congressional trades found for LCPMX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLCPMXHDV
Forward yield4.87% ✓2.92%
Annual dividend / share$0.42$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.5K ✓$24.3K
Annual income after 10y$664.87 ✓$352.73
Total dividends collected$5.8K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLCPMX PortfolioLCPMX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,187$486.87$11,002$292.38+$185.00 → LCPMX
2$12,479$509.02$12,084$300.36+$395.00 → LCPMX
3$13,883$530.67$13,250$308.02+$633.00 → LCPMX
4$15,407$551.76$14,506$315.35+$901.00 → LCPMX
5$17,057$572.26$15,858$322.35+$1.2K → LCPMX
6$18,844$592.12$17,313$329.04+$1.5K → LCPMX
7$20,774$611.33$18,878$335.42+$1.9K → LCPMX
8$22,858$629.87$20,560$341.49+$2.3K → LCPMX
9$25,106$647.71$22,367$347.25+$2.7K → LCPMX
10$27,528$664.87$24,307$352.73+$3.2K → LCPMX

LCPMX vs HDV: Complete Analysis 2026

LCPMX — Stock

A closed-end interval fund investing at least 80% in U.S. municipal bonds whose interest is federal-tax-exempt, focusing on non- or lower-rated bonds and employing fundamental credit analysis for high current income and capital preservation

Full LCPMX 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.