HomeCompareMRLTX vs HDV

MRLTX vs HDV: Dividend Comparison 2026

MRLTX yields 16.18% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MRLTX wins by $33.3K in total portfolio value
10 years
MRLTX
MRLTX
● Live price
16.18%
Share price
$16.01
Annual div
$2.59
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$57.6K
Annual income
$4,377.45
Full MRLTX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — MRLTX vs HDV

📍 MRLTX 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 PeriodMRLTXHDV
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, MRLTX + HDV cover 0 of 12 monthsgood coverage

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

MRLTX
Annual income on $10K today (after 15% tax)
$1,375.24/yr
After 10yr DRIP, annual income (after tax)
$3,720.83/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, MRLTX beats the other by $3,421.88/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MRLTX: 50%HDV: 50%
100% HDV50/50100% MRLTX
Portfolio after 10yr
$40.9K
Annual income
$2,364.59/yr
Blended yield
5.77%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MRLTX buys
0
HDV buys
0
No recent congressional trades found for MRLTX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMRLTXHDV
Forward yield16.18%2.92%
Annual dividend / share$2.59$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$57.6K$24.3K
Annual income after 10y$4,377.45$351.71
Total dividends collected$29.1K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMRLTX PortfolioMRLTX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,318$1,617.93$11,002$291.67+$1.3KMRLTX
2$15,043$1,862.57$12,082$299.61+$3.0KMRLTX
3$18,222$2,125.78$13,247$307.23+$5.0KMRLTX
4$21,904$2,406.53$14,503$314.52+$7.4KMRLTX
5$26,140$2,703.58$15,854$321.50+$10.3KMRLTX
6$30,986$3,015.45$17,308$328.15+$13.7KMRLTX
7$36,495$3,340.54$18,871$334.49+$17.6KMRLTX
8$42,727$3,677.12$20,551$340.53+$22.2KMRLTX
9$49,741$4,023.38$22,357$346.27+$27.4KMRLTX
10$57,601$4,377.45$24,296$351.71+$33.3KMRLTX

MRLTX vs HDV: Complete Analysis 2026

MRLTXStock

The investment seeks to provide investors with long-term capital appreciation. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. The subadviser considers the term "large-capitalization" companies to generally refer to companies that, at the time of purchase, have a minimum market capitalization of approximately $3 billion. It invests primarily in common stocks of U.S. large-capitalization companies.

Full MRLTX 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.