Is SMMOX or HDV a better dividend investment in 2026?

SMMOX currently yields 3.43% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: SMMOX offers higher current income.

What is the dividend yield difference between SMMOX and HDV?

SMMOX has a forward dividend yield of 3.43% ($0.51/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 0.51 percentage points.

Home › Compare › SMMOX vs HDV

SMMOX vs HDV: Dividend Comparison 2026

SMMOX yields 3.43% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 SMMOX wins by $3.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SMMOX

● Live price

3.43%

Share price

$14.76

Annual div

$0.51

5Y div CAGR

8.4%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.2K

Annual income

$1,060.64

Full SMMOX 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 — SMMOX vs HDV

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SMMOX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SMMOX

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

$291.24/yr

After 10yr DRIP, annual income (after tax)

$901.54/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, SMMOX beats the other by $602.59/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 SMMOX + HDV for your $10,000?

SMMOX: 50%HDV: 50%

100% HDV50/50100% SMMOX

Portfolio after 10yr

$26.3K

Annual income

$706.18/yr

Blended yield

2.69%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMMOX buys

HDV buys

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

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

MetricSMMOXHDV

Forward yield	3.43% ✓	2.92%
Annual dividend / share	$0.51	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	8.4% ✓	0%
Portfolio after 10y	$28.2K ✓	$24.3K
Annual income after 10y	$1,060.64 ✓	$351.71
Total dividends collected	$6.6K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SMMOX Portfolio	SMMOX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,071	$371.42	$11,002	$291.67	+$69.00 → SMMOX
2	$12,263	$416.59	$12,082	$299.61	+$181.00 → SMMOX
3	$13,589	$467.47	$13,247	$307.23	+$342.00 → SMMOX
4	$15,065	$524.79	$14,503	$314.52	+$562.00 → SMMOX
5	$16,709	$589.40	$15,854	$321.50	+$855.00 → SMMOX
6	$18,541	$662.27	$17,308	$328.15	+$1.2K → SMMOX
7	$20,583	$744.49	$18,871	$334.49	+$1.7K → SMMOX
8	$22,861	$837.32	$20,551	$340.53	+$2.3K → SMMOX
9	$25,404	$942.16	$22,357	$346.27	+$3.0K → SMMOX
10	$28,243	$1,060.64	$24,296	$351.71	+$3.9K → SMMOX

SMMOX vs HDV: Complete Analysis 2026

SMMOX — Stock

The fund normally invests at least 80% of its assets in municipal securities and other investments with similar economic characteristics, the interest on which is exempt from regular federal income tax but which may be subject to the federal alternative minimum tax. It normally invests in intermediate-term and long-term municipal securities that have remaining maturities from one to more than thirty years at the time of purchase.

Full SMMOX 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.