HomeCompareNBW vs HDV

NBW vs HDV: Dividend Comparison 2026

NBW yields 4.53% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $1.6K in total portfolio value· pulled ahead in Year 4
10 years
NBW
NBW
● Live price
4.53%
Share price
$9.49
Annual div
$0.43
5Y div CAGR
-16.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$81.84
Full NBW 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 — NBW vs HDV

📍 HDV pulled ahead of the other in Year 4

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 PeriodNBWHDV
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, NBW + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
NBW pays
HDV pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

NBW
Annual income on $10K today (after 15% tax)
$385.14/yr
After 10yr DRIP, annual income (after tax)
$69.56/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, HDV beats the other by $229.39/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NBW: 50%HDV: 50%
100% HDV50/50100% NBW
Portfolio after 10yr
$23.5K
Annual income
$216.78/yr
Blended yield
0.92%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NBW buys
0
HDV buys
0
No recent congressional trades found for NBW or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNBWHDV
Forward yield4.53%2.92%
Annual dividend / share$0.43$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-16.9%0%
Portfolio after 10y$22.7K$24.3K
Annual income after 10y$81.84$351.71
Total dividends collected$2.0K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNBW PortfolioNBW Income/yrHDV PortfolioHDV Income/yrGap
1$11,077$376.53$11,002$291.67+$75.00NBW
2$12,176$323.91$12,082$299.61+$94.00NBW
3$13,305$276.53$13,247$307.23+$58.00NBW
4← crossover$14,471$234.67$14,503$314.52$32.00HDV
5$15,682$198.23$15,854$321.50$172.00HDV
6$16,946$166.83$17,308$328.15$362.00HDV
7$18,273$140.02$18,871$334.49$598.00HDV
8$19,669$117.25$20,551$340.53$882.00HDV
9$21,144$98.02$22,357$346.27$1.2KHDV
10$22,706$81.84$24,296$351.71$1.6KHDV

NBW vs HDV: Complete Analysis 2026

NBWStock

Neuberger Berman California Intermediate Municipal Fund Inc. is a closed-ended fixed income mutual fund launched and managed by Neuberger Berman LLC. The fund is co-managed by Neuberger Berman Management LLC. It invests in the fixed income markets of the United States. The fund primarily invests in municipal bonds which have income that is exempt from federal income tax and California state personal tax. It invests in securities with remaining maturities of less than 15 years. The fund seeks to maintain a weighted average duration of between three and eight years. It invests in securities rated in the four highest categories by a nationally recognized statistical rating organization. Neuberger Berman California Intermediate Municipal Fund Inc. was formed on July 29, 2002 and is domiciled in the United States.

Full NBW 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.