Is LUMO or HDV a better dividend investment in 2026?

LUMO currently yields 46.08% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: LUMO offers higher current income.

What is the dividend yield difference between LUMO and HDV?

LUMO has a forward dividend yield of 46.08% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 43.16 percentage points.

Home › Compare › LUMO vs HDV

LUMO vs HDV: Dividend Comparison 2026

LUMO yields 46.08% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 LUMO wins by $296.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

LUMO

● Live price

46.08%

Share price

$4.34

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$321.2K

Annual income

$60,965.20

Full LUMO 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 — LUMO vs HDV

📍 LUMO 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 Period	LUMO	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%.

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Dividend Calendar Overlap

Combined, LUMO + HDV cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

LUMO 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.

LUMO

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

$3,917.05/yr

After 10yr DRIP, annual income (after tax)

$51,820.42/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, LUMO beats the other by $51,521.47/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

LUMO: 50%HDV: 50%

100% HDV50/50100% LUMO

Portfolio after 10yr

$172.8K

Annual income

$30,658.46/yr

Blended yield

17.75%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on LUMO right now

LUMO

Analyst Ratings

Buy

Hold

Consensus: Buy

Price Target

$16.50

+280.2% upside vs current

Range: $7.00 — $26.00

Altman Z

-19.2

Piotroski

3/9

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LUMO buys

HDV buys

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

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

MetricLUMOHDV

Forward yield	46.08% ✓	2.92%
Annual dividend / share	$2.00	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$321.2K ✓	$24.3K
Annual income after 10y	$60,965.20 ✓	$351.71
Total dividends collected	$251.2K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	LUMO Portfolio	LUMO Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$15,308	$4,608.29	$11,002	$291.67	+$4.3K → LUMO
2	$22,973	$6,593.00	$12,082	$299.61	+$10.9K → LUMO
3	$33,828	$9,246.73	$13,247	$307.23	+$20.6K → LUMO
4	$48,921	$12,725.11	$14,503	$314.52	+$34.4K → LUMO
5	$69,544	$17,198.81	$15,854	$321.50	+$53.7K → LUMO
6	$97,262	$22,849.74	$17,308	$328.15	+$80.0K → LUMO
7	$133,936	$29,866.21	$18,871	$334.49	+$115.1K → LUMO
8	$181,749	$38,437.25	$20,551	$340.53	+$161.2K → LUMO
9	$243,218	$48,746.39	$22,357	$346.27	+$220.9K → LUMO
10	$321,208	$60,965.20	$24,296	$351.71	+$296.9K → LUMO

LUMO vs HDV: Complete Analysis 2026

LUMO — Stock

Lumos Pharma, Inc., a clinical-stage biopharmaceutical company, focuses on the development and commercialization of therapeutics for rare diseases. Its lead therapeutic candidate LUM-201 is an oral growth hormone secretagogue ibutamoren, which is in Phase 2 clinical trial for the treatment of pediatric growth hormone deficiency and other rare endocrine disorders. The company is headquartered in Austin, Texas.

Full LUMO 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.