HomeCompareMDLY vs HDV

MDLY vs HDV: Dividend Comparison 2026

MDLY yields 556.46% · HDV yields 2.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MDLY wins by $363.9K in total portfolio value
10 years
MDLY
MDLY
● Live price
556.46%
Share price
$5.88
Annual div
$32.72
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$388.2K
Annual income
$1,069.55
Full MDLY 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 — MDLY vs HDV

📍 MDLY 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 PeriodMDLYHDV
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, MDLY + HDV cover 0 of 12 monthsgood coverage

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

MDLY
Annual income on $10K today (after 15% tax)
$47,299.32/yr
After 10yr DRIP, annual income (after tax)
$909.12/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, MDLY beats the other by $609.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MDLY: 50%HDV: 50%
100% HDV50/50100% MDLY
Portfolio after 10yr
$206.3K
Annual income
$711.13/yr
Blended yield
0.34%
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Analyst Conviction Gap

Where Wall Street is most bullish on MDLY right now

MDLY
Analyst Ratings
3
Buy
5
Hold
Consensus: Hold
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MDLY buys
0
HDV buys
0
No recent congressional trades found for MDLY or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMDLYHDV
Forward yield556.46%2.92%
Annual dividend / share$32.72$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$388.2K$24.3K
Annual income after 10y$1,069.55$352.73
Total dividends collected$235.4K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMDLY PortfolioMDLY Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$38,523$27,823.13$11,002$292.38+$27.5KMDLY
2$91,305$50,085.70$12,084$300.36+$79.2KMDLY
3$153,169$55,472.17$13,250$308.02+$139.9KMDLY
4$207,375$43,484.60$14,506$315.35+$192.9KMDLY
5$249,403$27,511.11$15,858$322.35+$233.5KMDLY
6$282,322$15,461.03$17,313$329.04+$265.0KMDLY
7$310,263$8,178.40$18,878$335.42+$291.4KMDLY
8$336,181$4,199.91$20,560$341.49+$315.6KMDLY
9$361,841$2,126.52$22,367$347.25+$339.5KMDLY
10$388,239$1,069.55$24,307$352.73+$363.9KMDLY

MDLY vs HDV: Complete Analysis 2026

MDLYStock

Medley Management, Inc. provides investment management services. The company is headquartered in New York, New York and currently employs 76 full-time employees. The firm operates in the investment management segment. The company is focused on credit-related investment strategies, primarily originating senior secured loans to private middle market companies in the United States. The firm generally holds these loans to maturity. Its national direct origination franchise provides capital to the middle market in the United States. The firm has over $4.8 billion of assets under management (AUM) in approximately two business development companies (BDCs), Medley Capital Corporation (MCC) and Sierra Income Corporation (SIC), as well as private investment vehicles. The company has over $5 billion of AUM. The firm provides capital to over 300 companies across approximately 35 industries in North America. The firm's long-dated private funds include MOF I, MOF II and MOF III. Its private funds are managed through partnership structures

Full MDLY 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.