HomeCompareOMOAX vs HDV

OMOAX vs HDV: Dividend Comparison 2026

OMOAX yields 8.46% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 OMOAX wins by $10.7K in total portfolio value
10 years
OMOAX
OMOAX
● Live price
8.46%
Share price
$23.63
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.0K
Annual income
$1,444.79
Full OMOAX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.39
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$352.73
Full HDV calculator →

Portfolio growth — OMOAX vs HDV

📍 OMOAX 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 PeriodOMOAXHDV
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, OMOAX + HDV cover 0 of 12 monthsgood coverage

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

OMOAX
Annual income on $10K today (after 15% tax)
$719.42/yr
After 10yr DRIP, annual income (after tax)
$1,228.07/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, OMOAX beats the other by $928.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OMOAX: 50%HDV: 50%
100% HDV50/50100% OMOAX
Portfolio after 10yr
$29.7K
Annual income
$898.76/yr
Blended yield
3.03%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OMOAX buys
0
HDV buys
0
No recent congressional trades found for OMOAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOMOAXHDV
Forward yield8.46%2.92%
Annual dividend / share$2.00$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.0K$24.3K
Annual income after 10y$1,444.79$352.73
Total dividends collected$11.5K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearOMOAX PortfolioOMOAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,546$846.38$11,002$292.38+$544.00OMOAX
2$13,268$913.33$12,084$300.36+$1.2KOMOAX
3$15,178$980.85$13,250$308.02+$1.9KOMOAX
4$17,289$1,048.62$14,506$315.35+$2.8KOMOAX
5$19,615$1,116.33$15,858$322.35+$3.8KOMOAX
6$22,172$1,183.69$17,313$329.04+$4.9KOMOAX
7$24,974$1,250.45$18,878$335.42+$6.1KOMOAX
8$28,039$1,316.36$20,560$341.49+$7.5KOMOAX
9$31,383$1,381.20$22,367$347.25+$9.0KOMOAX
10$35,024$1,444.79$24,307$352.73+$10.7KOMOAX

OMOAX vs HDV: Complete Analysis 2026

OMOAXStock

The Adviser delegates the management of a portion of fund assets to a group of experienced investment managers that utilize a variety of investment strategies and styles. The fund may invest up to 85% of its net assets in derivatives including structured products, options, futures, forward currency contracts and swaps, including credit-default swaps.

Full OMOAX 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.