Is PBYMX or HDV a better dividend investment in 2026?

PBYMX currently yields 5.24% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: PBYMX offers higher current income.

What is the dividend yield difference between PBYMX and HDV?

PBYMX has a forward dividend yield of 5.24% ($0.63/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 2.32 percentage points.

Home › Compare › PBYMX vs HDV

PBYMX vs HDV: Dividend Comparison 2026

PBYMX yields 5.24% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 PBYMX wins by $3.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

PBYMX

● Live price

5.24%

Share price

$11.94

Annual div

$0.63

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.2K

Annual income

$732.42

Full PBYMX 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 — PBYMX vs HDV

📍 PBYMX 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	PBYMX	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, PBYMX + 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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PBYMX 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.

PBYMX

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

$445.39/yr

After 10yr DRIP, annual income (after tax)

$622.56/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, PBYMX beats the other by $323.60/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 PBYMX + HDV for your $10,000?

PBYMX: 50%HDV: 50%

100% HDV50/50100% PBYMX

Portfolio after 10yr

$26.3K

Annual income

$542.07/yr

Blended yield

2.06%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PBYMX buys

HDV buys

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

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

MetricPBYMXHDV

Forward yield	5.24% ✓	2.92%
Annual dividend / share	$0.63	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$28.2K ✓	$24.3K
Annual income after 10y	$732.42 ✓	$351.71
Total dividends collected	$6.3K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	PBYMX Portfolio	PBYMX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,224	$523.99	$11,002	$291.67	+$222.00 → PBYMX
2	$12,559	$549.65	$12,082	$299.61	+$477.00 → PBYMX
3	$14,013	$574.80	$13,247	$307.23	+$766.00 → PBYMX
4	$15,594	$599.39	$14,503	$314.52	+$1.1K → PBYMX
5	$17,308	$623.35	$15,854	$321.50	+$1.5K → PBYMX
6	$19,167	$646.64	$17,308	$328.15	+$1.9K → PBYMX
7	$21,178	$669.21	$18,871	$334.49	+$2.3K → PBYMX
8	$23,351	$691.05	$20,551	$340.53	+$2.8K → PBYMX
9	$25,698	$712.13	$22,357	$346.27	+$3.3K → PBYMX
10	$28,229	$732.42	$24,296	$351.71	+$3.9K → PBYMX

PBYMX vs HDV: Complete Analysis 2026

PBYMX — Stock

Normally, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in investment grade municipal bonds with a maturity of more than one year, the interest on which is exempt from regular federal income tax. The fund normally will not invest in securities the interest on which is a tax preference item for purposes of the federal alternative minimum tax (AMT).

Full PBYMX 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.