HomeComparePSMB vs HDV

PSMB vs HDV: Dividend Comparison 2026

PSMB yields 13.52% · HDV yields 2.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PSMB wins by $24.4K in total portfolio value
10 years
PSMB
PSMB
● Live price
13.52%
Share price
$14.79
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.7K
Annual income
$3,130.62
Full PSMB 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 — PSMB vs HDV

📍 PSMB 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 PeriodPSMBHDV
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, PSMB + HDV cover 0 of 12 monthsgood coverage

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

PSMB
Annual income on $10K today (after 15% tax)
$1,149.43/yr
After 10yr DRIP, annual income (after tax)
$2,661.03/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, PSMB beats the other by $2,361.21/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PSMB: 50%HDV: 50%
100% HDV50/50100% PSMB
Portfolio after 10yr
$36.5K
Annual income
$1,741.67/yr
Blended yield
4.77%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PSMB buys
0
HDV buys
0
No recent congressional trades found for PSMB or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPSMBHDV
Forward yield13.52%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$48.7K$24.3K
Annual income after 10y$3,130.62$352.73
Total dividends collected$22.1K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPSMB PortfolioPSMB Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,052$1,352.27$11,002$292.38+$1.1KPSMB
2$14,419$1,523.16$12,084$300.36+$2.3KPSMB
3$17,131$1,703.07$13,250$308.02+$3.9KPSMB
4$20,222$1,891.06$14,506$315.35+$5.7KPSMB
5$23,723$2,086.15$15,858$322.35+$7.9KPSMB
6$27,671$2,287.29$17,313$329.04+$10.4KPSMB
7$32,102$2,493.39$18,878$335.42+$13.2KPSMB
8$37,052$2,703.36$20,560$341.49+$16.5KPSMB
9$42,562$2,916.12$22,367$347.25+$20.2KPSMB
10$48,672$3,130.62$24,307$352.73+$24.4KPSMB

PSMB vs HDV: Complete Analysis 2026

PSMBStock

The fund seeks to achieve its investment objective by allocating its assets using a balanced investment style that seeks to maximize the benefits of diversification, which focuses on investing portions of fund assets both in underlying ETFs that invest in fixed-income securities ("Fixed Income ETFs") as well as in underlying ETFs that invest primarily in equity securities ("Equity ETFs"). Specifically, the fund's target allocation is to invest approximately 45%-75% of its total assets in Equity ETFs and approximately 25%-55% of its total assets in Fixed Income ETFs.

Full PSMB 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.