Is TMSIX or HDV a better dividend investment in 2026?

TMSIX currently yields 12.35% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: TMSIX offers higher current income.

What is the dividend yield difference between TMSIX and HDV?

TMSIX has a forward dividend yield of 12.35% ($4.19/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 9.43 percentage points.

Home › Compare › TMSIX vs HDV

TMSIX vs HDV: Dividend Comparison 2026

TMSIX yields 12.35% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 TMSIX wins by $20.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

TMSIX

● Live price

12.35%

Share price

$33.90

Annual div

$4.19

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$45.1K

Annual income

$2,666.99

Full TMSIX 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 — TMSIX vs HDV

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

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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TMSIX 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.

TMSIX

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

$1,049.83/yr

After 10yr DRIP, annual income (after tax)

$2,266.94/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, TMSIX beats the other by $1,967.99/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 TMSIX + HDV for your $10,000?

TMSIX: 50%HDV: 50%

100% HDV50/50100% TMSIX

Portfolio after 10yr

$34.7K

Annual income

$1,509.36/yr

Blended yield

4.35%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TMSIX buys

HDV buys

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

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

MetricTMSIXHDV

Forward yield	12.35% ✓	2.92%
Annual dividend / share	$4.19 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$45.1K ✓	$24.3K
Annual income after 10y	$2,666.99 ✓	$351.71
Total dividends collected	$19.3K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	TMSIX Portfolio	TMSIX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,935	$1,235.09	$11,002	$291.67	+$933.00 → TMSIX
2	$14,148	$1,377.65	$12,082	$299.61	+$2.1K → TMSIX
3	$16,665	$1,526.27	$13,247	$307.23	+$3.4K → TMSIX
4	$19,512	$1,680.15	$14,503	$314.52	+$5.0K → TMSIX
5	$22,716	$1,838.46	$15,854	$321.50	+$6.9K → TMSIX
6	$26,306	$2,000.36	$17,308	$328.15	+$9.0K → TMSIX
7	$30,313	$2,164.98	$18,871	$334.49	+$11.4K → TMSIX
8	$34,766	$2,331.50	$20,551	$340.53	+$14.2K → TMSIX
9	$39,699	$2,499.10	$22,357	$346.27	+$17.3K → TMSIX
10	$45,145	$2,666.99	$24,296	$351.71	+$20.8K → TMSIX

TMSIX vs HDV: Complete Analysis 2026

TMSIX — Stock

The investment seeks long-term capital growth. The fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities of mid-sized companies. The Adviser focuses mainly on the equity securities of mid-sized U.S. companies which have market capitalizations equivalent to those included in widely known indices such as the Russell Midcap Index, S&P MidCap 400 Index, or the mid-sized company market capitalization classifications published by Lipper, Inc.

Full TMSIX 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.