Is MWOFX or HDV a better dividend investment in 2026?

MWOFX currently yields 6.14% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: MWOFX offers higher current income.

What is the dividend yield difference between MWOFX and HDV?

MWOFX has a forward dividend yield of 6.14% ($3.39/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 3.22 percentage points.

Home › Compare › MWOFX vs HDV

MWOFX vs HDV: Dividend Comparison 2026

MWOFX yields 6.14% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 MWOFX wins by $5.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

MWOFX

● Live price

6.14%

Share price

$55.25

Annual div

$3.39

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$30.0K

Annual income

$908.47

Full MWOFX 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 — MWOFX vs HDV

📍 MWOFX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	MWOFX	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%.

📅

Dividend Calendar Overlap

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

MWOFX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

MWOFX

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

$522.13/yr

After 10yr DRIP, annual income (after tax)

$772.20/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, MWOFX beats the other by $473.25/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

MWOFX: 50%HDV: 50%

100% HDV50/50100% MWOFX

Portfolio after 10yr

$27.1K

Annual income

$630.09/yr

Blended yield

2.32%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MWOFX buys

HDV buys

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

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

MetricMWOFXHDV

Forward yield	6.14% ✓	2.92%
Annual dividend / share	$3.39	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$30.0K ✓	$24.3K
Annual income after 10y	$908.47 ✓	$351.71
Total dividends collected	$7.7K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	MWOFX Portfolio	MWOFX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,314	$614.27	$11,002	$291.67	+$312.00 → MWOFX
2	$12,756	$649.54	$12,082	$299.61	+$674.00 → MWOFX
3	$14,333	$684.39	$13,247	$307.23	+$1.1K → MWOFX
4	$16,055	$718.70	$14,503	$314.52	+$1.6K → MWOFX
5	$17,931	$752.38	$15,854	$321.50	+$2.1K → MWOFX
6	$19,972	$785.33	$17,308	$328.15	+$2.7K → MWOFX
7	$22,187	$817.48	$18,871	$334.49	+$3.3K → MWOFX
8	$24,589	$848.75	$20,551	$340.53	+$4.0K → MWOFX
9	$27,190	$879.09	$22,357	$346.27	+$4.8K → MWOFX
10	$30,001	$908.47	$24,296	$351.71	+$5.7K → MWOFX

MWOFX vs HDV: Complete Analysis 2026

MWOFX — Stock

The fund normally invests its assets primarily in U.S. and foreign equity securities, including emerging market equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the fund's assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies (growth companies).

Full MWOFX 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 →

📬

Get this MWOFX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

MWOFX vs SCHD MWOFX vs JEPI MWOFX vs O MWOFX vs KO MWOFX vs MAIN MWOFX vs VYM MWOFX vs DVY MWOFX vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.