Is MPBAX or HDV a better dividend investment in 2026?

MPBAX currently yields 7.05% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: MPBAX offers higher current income.

What is the dividend yield difference between MPBAX and HDV?

MPBAX has a forward dividend yield of 7.05% ($1.32/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 4.13 percentage points.

Home › Compare › MPBAX vs HDV

MPBAX vs HDV: Dividend Comparison 2026

MPBAX yields 7.05% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 MPBAX wins by $7.6K in total portfolio value

INVESTMENT

TIME HORIZON10 years

MPBAX

● Live price

7.05%

Share price

$18.72

Annual div

$1.32

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.9K

Annual income

$1,103.03

Full MPBAX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — MPBAX vs HDV

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

Jan

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Feb

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Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

—

Oct

—

Nov

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Dec

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MPBAX 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.

MPBAX

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

$599.23/yr

After 10yr DRIP, annual income (after tax)

$937.58/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, MPBAX beats the other by $637.75/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

MPBAX: 50%HDV: 50%

100% HDV50/50100% MPBAX

Portfolio after 10yr

$28.1K

Annual income

$727.88/yr

Blended yield

2.59%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MPBAX buys

HDV buys

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

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

MetricMPBAXHDV

Forward yield	7.05% ✓	2.92%
Annual dividend / share	$1.32	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$31.9K ✓	$24.3K
Annual income after 10y	$1,103.03 ✓	$352.73
Total dividends collected	$9.1K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	MPBAX Portfolio	MPBAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,405	$704.98	$11,002	$292.38	+$403.00 → MPBAX
2	$12,955	$751.43	$12,084	$300.36	+$871.00 → MPBAX
3	$14,659	$797.70	$13,250	$308.02	+$1.4K → MPBAX
4	$16,529	$843.60	$14,506	$315.35	+$2.0K → MPBAX
5	$18,575	$888.97	$15,858	$322.35	+$2.7K → MPBAX
6	$20,809	$933.66	$17,313	$329.04	+$3.5K → MPBAX
7	$23,243	$977.51	$18,878	$335.42	+$4.4K → MPBAX
8	$25,891	$1,020.43	$20,560	$341.49	+$5.3K → MPBAX
9	$28,765	$1,062.30	$22,367	$347.25	+$6.4K → MPBAX
10	$31,882	$1,103.03	$24,307	$352.73	+$7.6K → MPBAX

MPBAX vs HDV: Complete Analysis 2026

MPBAX — Stock

The investment seeks above-average total return over a market cycle of three to five years. The fund seeks to achieve its investment objective by investing primarily in a blend of equity and fixed income securities of U.S. and non-U.S. issuers. Equity securities may include common and preferred stocks, depositary receipts, convertible securities, equity-linked securities, real estate investment trusts ("REITs"), rights and warrants to purchase equity securities and limited partnership interests. It may invest a portion of its assets in below investment grade fixed-income securities. The fund may also invest in restricted and illiquid securities.

Full MPBAX 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.