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USMC vs HDV: Dividend Comparison 2026

USMC yields 0.84% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $3.4K in total portfolio value
10 years
USMC
USMC
● Live price
0.84%
Share price
$64.32
Annual div
$0.54
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.9K
Annual income
$88.44
Full USMC calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — USMC vs HDV

📍 HDV pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodUSMCHDV
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%.
📅

Dividend Calendar Overlap

Combined, USMC + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

USMC
Annual income on $10K today (after 15% tax)
$71.19/yr
After 10yr DRIP, annual income (after tax)
$75.17/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, HDV beats the other by $223.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

USMC: 50%HDV: 50%
100% HDV50/50100% USMC
Portfolio after 10yr
$22.6K
Annual income
$220.08/yr
Blended yield
0.97%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

USMC buys
0
HDV buys
0
No recent congressional trades found for USMC or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUSMCHDV
Forward yield0.84%2.92% ✓
Annual dividend / share$0.54$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.9K$24.3K ✓
Annual income after 10y$88.44$351.71 ✓
Total dividends collected$863.00 ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearUSMC PortfolioUSMC Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,784$83.75$11,002$291.67$218.00 → HDV
2$11,623$84.41$12,082$299.61$459.00 → HDV
3$12,522$85.03$13,247$307.23$725.00 → HDV
4$13,484$85.61$14,503$314.52$1.0K → HDV
5$14,514$86.15$15,854$321.50$1.3K → HDV
6$15,616$86.67$17,308$328.15$1.7K → HDV
7$16,797$87.15$18,871$334.49$2.1K → HDV
8$18,060$87.61$20,551$340.53$2.5K → HDV
9$19,412$88.03$22,357$346.27$2.9K → HDV
10$20,860$88.44$24,296$351.71$3.4K → HDV

USMC vs HDV: Complete Analysis 2026

USMC — Stock

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. companies with very large ("mega") market capitalizations.

Full USMC 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.