Is SIBAX or HDV a better dividend investment in 2026?

SIBAX currently yields 3.66% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: SIBAX offers higher current income.

What is the dividend yield difference between SIBAX and HDV?

SIBAX has a forward dividend yield of 3.66% ($1.32/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 0.74 percentage points.

Home › Compare › SIBAX vs HDV

SIBAX vs HDV: Dividend Comparison 2026

SIBAX yields 3.66% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 SIBAX wins by $1.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SIBAX

● Live price

3.66%

Share price

$36.10

Annual div

$1.32

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.3K

Annual income

$462.52

Full SIBAX 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 — SIBAX vs HDV

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

—

Oct

—

Nov

—

Dec

—

SIBAX 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.

SIBAX

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

$310.79/yr

After 10yr DRIP, annual income (after tax)

$393.14/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, SIBAX beats the other by $94.19/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 SIBAX + HDV for your $10,000?

SIBAX: 50%HDV: 50%

100% HDV50/50100% SIBAX

Portfolio after 10yr

$24.8K

Annual income

$407.12/yr

Blended yield

1.64%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SIBAX buys

HDV buys

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

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

MetricSIBAXHDV

Forward yield	3.66% ✓	2.92%
Annual dividend / share	$1.32	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$25.3K ✓	$24.3K
Annual income after 10y	$462.52 ✓	$351.71
Total dividends collected	$4.2K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SIBAX Portfolio	SIBAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,066	$365.64	$11,002	$291.67	+$64.00 → SIBAX
2	$12,218	$378.13	$12,082	$299.61	+$136.00 → SIBAX
3	$13,464	$390.21	$13,247	$307.23	+$217.00 → SIBAX
4	$14,808	$401.86	$14,503	$314.52	+$305.00 → SIBAX
5	$16,258	$413.07	$15,854	$321.50	+$404.00 → SIBAX
6	$17,820	$423.84	$17,308	$328.15	+$512.00 → SIBAX
7	$19,501	$434.16	$18,871	$334.49	+$630.00 → SIBAX
8	$21,310	$444.05	$20,551	$340.53	+$759.00 → SIBAX
9	$23,256	$453.50	$22,357	$346.27	+$899.00 → SIBAX
10	$25,346	$462.52	$24,296	$351.71	+$1.1K → SIBAX

SIBAX vs HDV: Complete Analysis 2026

SIBAX — Stock

The fund invests between 35% and 65% of its assets in common stocks and between 35% and 65% in fixed-income securities. The equity portion of the fund's portfolio is invested primarily in the common stocks of U.S. growth companies with a capitalization of $5 billion or more. The fixed-income portion of the fund's portfolio is invested primarily in a diversified portfolio of debt securities. The adviser seeks to maintain an average effective duration for the fixed-income portion of the fund's portfolio of 3 to 7 years.

Full SIBAX 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.