HomeComparePMR vs HDV

PMR vs HDV: Dividend Comparison 2026

PMR yields 4.83% · HDV yields 2.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PMR wins by $3.2K in total portfolio value
10 years
PMR
PMR
● Live price
4.83%
Share price
$41.37
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.5K
Annual income
$658.77
Full PMR 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 — PMR vs HDV

📍 PMR 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 PeriodPMRHDV
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, PMR + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PMR
Annual income on $10K today (after 15% tax)
$410.93/yr
After 10yr DRIP, annual income (after tax)
$559.95/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, PMR beats the other by $261.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PMR: 50%HDV: 50%
100% HDV50/50100% PMR
Portfolio after 10yr
$25.9K
Annual income
$505.25/yr
Blended yield
1.95%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PMR buys
0
HDV buys
0
No recent congressional trades found for PMR or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPMRHDV
Forward yield4.83%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$27.5K$24.3K
Annual income after 10y$658.77$351.71
Total dividends collected$5.7K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPMR PortfolioPMR Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,183$483.45$11,002$291.67+$181.00PMR
2$12,472$505.29$12,082$299.61+$390.00PMR
3$13,871$526.63$13,247$307.23+$624.00PMR
4$15,390$547.41$14,503$314.52+$887.00PMR
5$17,034$567.60$15,854$321.50+$1.2KPMR
6$18,814$587.16$17,308$328.15+$1.5KPMR
7$20,737$606.08$18,871$334.49+$1.9KPMR
8$22,813$624.32$20,551$340.53+$2.3KPMR
9$25,052$641.89$22,357$346.27+$2.7KPMR
10$27,464$658.77$24,296$351.71+$3.2KPMR

PMR vs HDV: Complete Analysis 2026

PMRStock

The investment seeks to track the investment results (before fees and expenses) of the Dynamic Retail IntellidexSM Index. The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying intellidex. The underlying intellidex was composed of common stocks of U.S. retailers. These companies are engaged principally in operating general merchandise stores such as department stores, discount stores, warehouse clubs and superstores; specialty stores, including apparel, electronics, accessories and footwear stores; and home improvement and home furnishings stores. It is non-diversified.

Full PMR 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.