Is MTKIX or HDV a better dividend investment in 2026?

MTKIX currently yields 17.53% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: MTKIX offers higher current income.

What is the dividend yield difference between MTKIX and HDV?

MTKIX has a forward dividend yield of 17.53% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 14.61 percentage points.

Home › Compare › MTKIX vs HDV

MTKIX vs HDV: Dividend Comparison 2026

MTKIX yields 17.53% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 MTKIX wins by $38.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

MTKIX

● Live price

17.53%

Share price

$11.41

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$62.7K

Annual income

$5,127.82

Full MTKIX 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 — MTKIX vs HDV

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

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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MTKIX 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.

MTKIX

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

$1,489.92/yr

After 10yr DRIP, annual income (after tax)

$4,358.65/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, MTKIX beats the other by $4,058.83/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 MTKIX + HDV for your $10,000?

MTKIX: 50%HDV: 50%

100% HDV50/50100% MTKIX

Portfolio after 10yr

$43.5K

Annual income

$2,740.27/yr

Blended yield

6.30%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MTKIX buys

HDV buys

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

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

MetricMTKIXHDV

Forward yield	17.53% ✓	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	$62.7K ✓	$24.3K
Annual income after 10y	$5,127.82 ✓	$352.73
Total dividends collected	$33.2K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	MTKIX Portfolio	MTKIX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$12,453	$1,752.85	$11,002	$292.38	+$1.5K → MTKIX
2	$15,365	$2,040.00	$12,084	$300.36	+$3.3K → MTKIX
3	$18,792	$2,352.32	$13,250	$308.02	+$5.5K → MTKIX
4	$22,797	$2,688.90	$14,506	$315.35	+$8.3K → MTKIX
5	$27,441	$3,048.47	$15,858	$322.35	+$11.6K → MTKIX
6	$32,791	$3,429.46	$17,313	$329.04	+$15.5K → MTKIX
7	$38,917	$3,830.02	$18,878	$335.42	+$20.0K → MTKIX
8	$45,889	$4,248.10	$20,560	$341.49	+$25.3K → MTKIX
9	$53,783	$4,681.47	$22,367	$347.25	+$31.4K → MTKIX
10	$62,675	$5,127.82	$24,307	$352.73	+$38.4K → MTKIX

MTKIX vs HDV: Complete Analysis 2026

MTKIX — Stock

The investment seeks to provide long-term capital growth and to moderate volatility consistent with its current asset allocation. The Series seeks to achieve its investment objective by investing in a combination of underlying funds according to a target asset allocation strategy. These underlying funds will pursue asset allocation strategies, and will invest in a combination of equity, fixed income and cash investments. The fund may also invest directly in equity and fixed income securities and cash equivalents, including money market securities.

Full MTKIX 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.