Is SUMR or HDV a better dividend investment in 2026?

SUMR currently yields 16.68% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: SUMR offers higher current income.

What is the dividend yield difference between SUMR and HDV?

SUMR has a forward dividend yield of 16.68% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 13.76 percentage points.

Home › Compare › SUMR vs HDV

SUMR vs HDV: Dividend Comparison 2026

SUMR yields 16.68% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 SUMR wins by $35.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SUMR

● Live price

16.68%

Share price

$11.99

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$59.4K

Annual income

$4,646.37

Full SUMR calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — SUMR vs HDV

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SUMR pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SUMR

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

$1,417.85/yr

After 10yr DRIP, annual income (after tax)

$3,949.41/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, SUMR beats the other by $3,649.59/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 SUMR + HDV for your $10,000?

SUMR: 50%HDV: 50%

100% HDV50/50100% SUMR

Portfolio after 10yr

$41.9K

Annual income

$2,499.55/yr

Blended yield

5.97%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on SUMR right now

SUMR

Analyst Ratings

Buy

Hold

Consensus: Buy

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SUMR buys

HDV buys

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

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

MetricSUMRHDV

Forward yield	16.68% ✓	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	$59.4K ✓	$24.3K
Annual income after 10y	$4,646.37 ✓	$352.73
Total dividends collected	$30.6K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SUMR Portfolio	SUMR Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$12,368	$1,668.06	$11,002	$292.38	+$1.4K → SUMR
2	$15,162	$1,928.10	$12,084	$300.36	+$3.1K → SUMR
3	$18,432	$2,209.01	$13,250	$308.02	+$5.2K → SUMR
4	$22,232	$2,509.79	$14,506	$315.35	+$7.7K → SUMR
5	$26,618	$2,829.18	$15,858	$322.35	+$10.8K → SUMR
6	$31,647	$3,165.65	$17,313	$329.04	+$14.3K → SUMR
7	$37,379	$3,517.51	$18,878	$335.42	+$18.5K → SUMR
8	$43,879	$3,882.91	$20,560	$341.49	+$23.3K → SUMR
9	$51,210	$4,259.87	$22,367	$347.25	+$28.8K → SUMR
10	$59,441	$4,646.37	$24,307	$352.73	+$35.1K → SUMR

SUMR vs HDV: Complete Analysis 2026

SUMR — Stock

Summer Infant, Inc., an infant and juvenile products company, designs, markets, and distributes branded juvenile safety and convenience products. It offers a range of juvenile products in various product categories, including gates, potty, bath, entertainers, specialty blankets, strollers, car seats, and travel systems, as well as audio and video monitors primarily under the Summer and SwaddleMe brand names. The company sells its products directly to retailers through own direct sales force; and through partner's websites and its own direct to consumer website, as well as through international distributors, representatives, and retail customers. It operates in the United States, Canada, Europe, South America, Mexico, Asia, and the Middle East. Summer Infant, Inc. was founded in 1985 and is headquartered in Woonsocket, Rhode Island.

Full SUMR 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.