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SHYM vs HDV: Dividend Comparison 2026

SHYM yields 4.56% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SHYM wins by $2.7K in total portfolio value
10 years
SHYM
SHYM
● Live price
4.56%
Share price
$21.99
Annual div
$1.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.0K
Annual income
$610.91
Full SHYM 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 — SHYM vs HDV

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

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

SHYM
Annual income on $10K today (after 15% tax)
$387.69/yr
After 10yr DRIP, annual income (after tax)
$519.27/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, SHYM beats the other by $219.45/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHYM: 50%HDV: 50%
100% HDV50/50100% SHYM
Portfolio after 10yr
$25.6K
Annual income
$481.82/yr
Blended yield
1.88%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHYM buys
0
HDV buys
0
No recent congressional trades found for SHYM or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHYMHDV
Forward yield4.56% ✓2.92%
Annual dividend / share$1.00$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.0K ✓$24.3K
Annual income after 10y$610.91 ✓$352.73
Total dividends collected$5.4K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSHYM PortfolioSHYM Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,156$456.11$11,002$292.38+$154.00 → SHYM
2$12,413$475.55$12,084$300.36+$329.00 → SHYM
3$13,776$494.49$13,250$308.02+$526.00 → SHYM
4$15,253$512.91$14,506$315.35+$747.00 → SHYM
5$16,852$530.75$15,858$322.35+$994.00 → SHYM
6$18,579$548.01$17,313$329.04+$1.3K → SHYM
7$20,445$564.67$18,878$335.42+$1.6K → SHYM
8$22,456$580.71$20,560$341.49+$1.9K → SHYM
9$24,624$596.12$22,367$347.25+$2.3K → SHYM
10$26,959$610.91$24,307$352.73+$2.7K → SHYM

SHYM vs HDV: Complete Analysis 2026

SHYM — Stock

iShares Short Duration High Yield Muni Active ETF (the “Fund”) primarily seeks to maximize tax free current income and secondarily seeks to maximize capital appreciation with a portfolio composed principally of high yield and other income generating U.S. municipal bonds.

Full SHYM 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.