Is LKBAX or HDV a better dividend investment in 2026?

LKBAX currently yields 5.74% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: LKBAX offers higher current income.

What is the dividend yield difference between LKBAX and HDV?

LKBAX has a forward dividend yield of 5.74% ($1.59/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 2.82 percentage points.

Home › Compare › LKBAX vs HDV

LKBAX vs HDV: Dividend Comparison 2026

LKBAX yields 5.74% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 LKBAX wins by $4.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

LKBAX

● Live price

5.74%

Share price

$27.63

Annual div

$1.59

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.2K

Annual income

$828.52

Full LKBAX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.72

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$351.71

Full HDV calculator →

Portfolio growth — LKBAX vs HDV

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

LKBAX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

LKBAX

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

$488.19/yr

After 10yr DRIP, annual income (after tax)

$704.24/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, LKBAX beats the other by $405.29/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

LKBAX: 50%HDV: 50%

100% HDV50/50100% LKBAX

Portfolio after 10yr

$26.8K

Annual income

$590.12/yr

Blended yield

2.21%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LKBAX buys

HDV buys

No recent congressional trades found for LKBAX or HDV in the last 90 days.

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

MetricLKBAXHDV

Forward yield	5.74% ✓	2.92%
Annual dividend / share	$1.59	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$29.2K ✓	$24.3K
Annual income after 10y	$828.52 ✓	$351.71
Total dividends collected	$7.1K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	LKBAX Portfolio	LKBAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,274	$574.35	$11,002	$291.67	+$272.00 → LKBAX
2	$12,669	$605.18	$12,082	$299.61	+$587.00 → LKBAX
3	$14,191	$635.54	$13,247	$307.23	+$944.00 → LKBAX
4	$15,850	$665.33	$14,503	$314.52	+$1.3K → LKBAX
5	$17,654	$694.48	$15,854	$321.50	+$1.8K → LKBAX
6	$19,612	$722.92	$17,308	$328.15	+$2.3K → LKBAX
7	$21,736	$750.59	$18,871	$334.49	+$2.9K → LKBAX
8	$24,035	$777.44	$20,551	$340.53	+$3.5K → LKBAX
9	$26,521	$803.42	$22,357	$346.27	+$4.2K → LKBAX
10	$29,206	$828.52	$24,296	$351.71	+$4.9K → LKBAX

LKBAX vs HDV: Complete Analysis 2026

LKBAX — Stock

The fund seeks to achieve its investment objective by investing primarily in a portfolio of equity and fixed income securities. It seeks to invest in the equity securities of high quality companies that typically exhibit certain characteristics, including high profitability levels, strong balance sheet quality, competitive advantages, ability to generate excess cash flows, meaningful management ownership stakes, attractive reinvestment opportunities, strong market share positions, and/or attractive relative valuation.

Full LKBAX 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 →

📬

Get this LKBAX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

LKBAX vs SCHD LKBAX vs JEPI LKBAX vs O LKBAX vs KO LKBAX vs MAIN LKBAX vs VYM LKBAX vs DVY LKBAX vs SPHD

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