Is TMSRX or HDV a better dividend investment in 2026?

TMSRX currently yields 9.49% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: TMSRX offers higher current income.

What is the dividend yield difference between TMSRX and HDV?

TMSRX has a forward dividend yield of 9.49% ($0.82/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 6.57 percentage points.

Home › Compare › TMSRX vs HDV

TMSRX vs HDV: Dividend Comparison 2026

TMSRX yields 9.49% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 TMSRX wins by $13.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

TMSRX

● Live price

9.49%

Share price

$8.67

Annual div

$0.82

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$37.5K

Annual income

$1,725.78

Full TMSRX 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 — TMSRX vs HDV

📍 TMSRX 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	TMSRX	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, TMSRX + 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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TMSRX 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.

TMSRX

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

$806.96/yr

After 10yr DRIP, annual income (after tax)

$1,466.91/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, TMSRX beats the other by $1,167.09/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 TMSRX + HDV for your $10,000?

TMSRX: 50%HDV: 50%

100% HDV50/50100% TMSRX

Portfolio after 10yr

$30.9K

Annual income

$1,039.25/yr

Blended yield

3.36%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TMSRX buys

HDV buys

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

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

MetricTMSRXHDV

Forward yield	9.49% ✓	2.92%
Annual dividend / share	$0.82	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$37.5K ✓	$24.3K
Annual income after 10y	$1,725.78 ✓	$352.73
Total dividends collected	$13.4K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	TMSRX Portfolio	TMSRX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,649	$949.37	$11,002	$292.38	+$647.00 → TMSRX
2	$13,498	$1,033.60	$12,084	$300.36	+$1.4K → TMSRX
3	$15,563	$1,119.31	$13,250	$308.02	+$2.3K → TMSRX
4	$17,858	$1,206.05	$14,506	$315.35	+$3.4K → TMSRX
5	$20,402	$1,293.40	$15,858	$322.35	+$4.5K → TMSRX
6	$23,211	$1,380.95	$17,313	$329.04	+$5.9K → TMSRX
7	$26,304	$1,468.31	$18,878	$335.42	+$7.4K → TMSRX
8	$29,700	$1,555.11	$20,560	$341.49	+$9.1K → TMSRX
9	$33,420	$1,641.04	$22,367	$347.25	+$11.1K → TMSRX
10	$37,485	$1,725.78	$24,307	$352.73	+$13.2K → TMSRX

TMSRX vs HDV: Complete Analysis 2026

TMSRX — Stock

The manager uses a flexible investment approach across a diverse set of actively managed investment strategies to provide attractive returns relative to cash, seeking low correlation to moves in the broader equity and fixed income markets as well as low overall volatility. The manager has discretion to utilize a wide range of investments across a variety of asset classes including stocks, fixed-income securities, as well as often using derivatives to manage risk and hedge unwanted exposure.

Full TMSRX 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.