VMVAX yields 1.47% · HDV yields 2.92%● Live data
📍 HDV pulled ahead of the other in Year 1
Combined, VMVAX + HDV cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of VMVAX + HDV for your $10,000?
This low-cost index fund offers exposure to mid-capitalization U.S. value stocks. Value stocks are those that may be temporarily undervalued by investors. These companies typically grow at a slower pace than the broader group of mid-sized companies. One of the fund’s key risks is that mid-capitalization stocks tend to be more volatile than large-company stocks. Investors looking to add a passively managed, mid-cap value allocation to an already diversified portfolio may wish to consider this option.
Full VMVAX Calculator →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 →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.