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LMBS vs HDV: Dividend Comparison 2026

LMBS yields 4.10% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LMBS wins by $1.8K in total portfolio value
10 years
LMBS
LMBS
● Live price
4.10%
Share price
$49.79
Annual div
$2.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.1K
Annual income
$532.95
Full LMBS 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 — LMBS vs HDV

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

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
LMBS 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.

LMBS
Annual income on $10K today (after 15% tax)
$348.26/yr
After 10yr DRIP, annual income (after tax)
$453.01/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, LMBS beats the other by $153.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LMBS: 50%HDV: 50%
100% HDV50/50100% LMBS
Portfolio after 10yr
$25.2K
Annual income
$442.83/yr
Blended yield
1.76%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LMBS buys
0
HDV buys
0
No recent congressional trades found for LMBS or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLMBSHDV
Forward yield4.10% ✓2.92%
Annual dividend / share$2.04$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.1K ✓$24.3K
Annual income after 10y$532.95 ✓$352.73
Total dividends collected$4.7K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLMBS PortfolioLMBS Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,110$409.72$11,002$292.38+$108.00 → LMBS
2$12,313$425.41$12,084$300.36+$229.00 → LMBS
3$13,615$440.63$13,250$308.02+$365.00 → LMBS
4$15,024$455.37$14,506$315.35+$518.00 → LMBS
5$16,545$469.60$15,858$322.35+$687.00 → LMBS
6$18,187$483.32$17,313$329.04+$874.00 → LMBS
7$19,956$496.52$18,878$335.42+$1.1K → LMBS
8$21,862$509.19$20,560$341.49+$1.3K → LMBS
9$23,914$521.33$22,367$347.25+$1.5K → LMBS
10$26,121$532.95$24,307$352.73+$1.8K → LMBS

LMBS vs HDV: Complete Analysis 2026

LMBS — Stock

The First Trust Low Duration Opportunities ETF is an actively managed exchange-traded fund. The Fund's primary objective is to generate current income with a secondary objective of capital appreciation.

Full LMBS 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.