Is RMBIX or HDV a better dividend investment in 2026?

RMBIX currently yields 30.45% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: RMBIX offers higher current income.

What is the dividend yield difference between RMBIX and HDV?

RMBIX has a forward dividend yield of 30.45% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 27.53 percentage points.

Home › Compare › RMBIX vs HDV

RMBIX vs HDV: Dividend Comparison 2026

RMBIX yields 30.45% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 RMBIX wins by $111.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

RMBIX

● Live price

30.45%

Share price

$6.57

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$135.8K

Annual income

$18,203.40

Full RMBIX 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 — RMBIX vs HDV

📍 RMBIX 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	RMBIX	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, RMBIX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

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RMBIX 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.

RMBIX

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

$2,587.95/yr

After 10yr DRIP, annual income (after tax)

$15,472.89/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, RMBIX beats the other by $15,173.94/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 RMBIX + HDV for your $10,000?

RMBIX: 50%HDV: 50%

100% HDV50/50100% RMBIX

Portfolio after 10yr

$80.1K

Annual income

$9,277.56/yr

Blended yield

11.59%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RMBIX buys

HDV buys

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

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

MetricRMBIXHDV

Forward yield	30.45% ✓	2.92%
Annual dividend / share	$2.00	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$135.8K ✓	$24.3K
Annual income after 10y	$18,203.40 ✓	$351.71
Total dividends collected	$93.2K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	RMBIX Portfolio	RMBIX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$13,745	$3,044.65	$11,002	$291.67	+$2.7K → RMBIX
2	$18,618	$3,910.99	$12,082	$299.61	+$6.5K → RMBIX
3	$24,872	$4,951.05	$13,247	$307.23	+$11.6K → RMBIX
4	$32,795	$6,181.56	$14,503	$314.52	+$18.3K → RMBIX
5	$42,708	$7,617.38	$15,854	$321.50	+$26.9K → RMBIX
6	$54,968	$9,270.95	$17,308	$328.15	+$37.7K → RMBIX
7	$69,968	$11,151.82	$18,871	$334.49	+$51.1K → RMBIX
8	$88,132	$13,266.27	$20,551	$340.53	+$67.6K → RMBIX
9	$109,918	$15,617.07	$22,357	$346.27	+$87.6K → RMBIX
10	$135,816	$18,203.40	$24,296	$351.71	+$111.5K → RMBIX

RMBIX vs HDV: Complete Analysis 2026

RMBIX — Stock

The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of U.S. companies of any market capitalization that are in the financial services sector. It will take long and short positions in companies in the financial services sector of any size. The fund is non-diversified.

Full RMBIX 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.