HomeCompareSMI vs HDV

SMI vs HDV: Dividend Comparison 2026

SMI yields 0.75% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $3.6K in total portfolio value
10 years
SMI
SMI
● Live price
0.75%
Share price
$44.25
Annual div
$0.33
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.7K
Annual income
$78.63
Full SMI 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 — SMI vs HDV

📍 HDV 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 PeriodSMIHDV
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, SMI + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SMI
Annual income on $10K today (after 15% tax)
$63.66/yr
After 10yr DRIP, annual income (after tax)
$66.84/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, HDV beats the other by $232.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMI: 50%HDV: 50%
100% HDV50/50100% SMI
Portfolio after 10yr
$22.5K
Annual income
$215.67/yr
Blended yield
0.96%
📊

Analyst Conviction Gap

Where Wall Street is split right now

SMI
Analyst Ratings
1
Hold
Consensus: Hold
HDV
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMI buys
0
HDV buys
0
No recent congressional trades found for SMI or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMIHDV
Forward yield0.75%2.92%
Annual dividend / share$0.33$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.7K$24.3K
Annual income after 10y$78.63$352.73
Total dividends collected$769.00$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSMI PortfolioSMI Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,775$74.89$11,002$292.38$227.00HDV
2$11,605$75.42$12,084$300.36$479.00HDV
3$12,493$75.91$13,250$308.02$757.00HDV
4$13,444$76.37$14,506$315.35$1.1KHDV
5$14,462$76.81$15,858$322.35$1.4KHDV
6$15,551$77.22$17,313$329.04$1.8KHDV
7$16,717$77.61$18,878$335.42$2.2KHDV
8$17,965$77.97$20,560$341.49$2.6KHDV
9$19,301$78.31$22,367$347.25$3.1KHDV
10$20,731$78.63$24,307$352.73$3.6KHDV

SMI vs HDV: Complete Analysis 2026

SMIStock

The fund normally invests at least 80% of its total assets in investments the income from which is exempt from U.S. federal income tax. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing, under normal circumstances, in investment grade municipal debt securities that fund issuers with operations or projects helping to promote progress towards sustainable development, in alignment with the goals and metrics defined by the United Nations Sustainable Development Goals (“SDGs”) 9, 11 and 12. The fund is non-diversified.

Full SMI 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.