Is WFMDX or HDV a better dividend investment in 2026?

WFMDX currently yields 11.02% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: WFMDX offers higher current income.

What is the dividend yield difference between WFMDX and HDV?

WFMDX has a forward dividend yield of 11.02% ($5.01/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 8.10 percentage points.

Home › Compare › WFMDX vs HDV

WFMDX vs HDV: Dividend Comparison 2026

WFMDX yields 11.02% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 WFMDX wins by $17.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

WFMDX

● Live price

11.02%

Share price

$45.48

Annual div

$5.01

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$41.4K

Annual income

$2,196.99

Full WFMDX 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 — WFMDX vs HDV

📍 WFMDX 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 Period	WFMDX	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%.

📅

Dividend Calendar Overlap

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

WFMDX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

WFMDX

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

$936.66/yr

After 10yr DRIP, annual income (after tax)

$1,867.44/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, WFMDX beats the other by $1,568.49/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

WFMDX: 50%HDV: 50%

100% HDV50/50100% WFMDX

Portfolio after 10yr

$32.9K

Annual income

$1,274.36/yr

Blended yield

3.88%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WFMDX buys

HDV buys

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

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

MetricWFMDXHDV

Forward yield	11.02% ✓	2.92%
Annual dividend / share	$5.01 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$41.4K ✓	$24.3K
Annual income after 10y	$2,196.99 ✓	$351.71
Total dividends collected	$16.4K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	WFMDX Portfolio	WFMDX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,802	$1,101.95	$11,002	$291.67	+$800.00 → WFMDX
2	$13,844	$1,215.44	$12,082	$299.61	+$1.8K → WFMDX
3	$16,145	$1,332.42	$13,247	$307.23	+$2.9K → WFMDX
4	$18,727	$1,452.28	$14,503	$314.52	+$4.2K → WFMDX
5	$21,613	$1,574.37	$15,854	$321.50	+$5.8K → WFMDX
6	$24,824	$1,698.06	$17,308	$328.15	+$7.5K → WFMDX
7	$28,384	$1,822.75	$18,871	$334.49	+$9.5K → WFMDX
8	$32,319	$1,947.83	$20,551	$340.53	+$11.8K → WFMDX
9	$36,654	$2,072.75	$22,357	$346.27	+$14.3K → WFMDX
10	$41,417	$2,196.99	$24,296	$351.71	+$17.1K → WFMDX

WFMDX vs HDV: Complete Analysis 2026

WFMDX — Stock

The fund normally invests at least 80% of its net assets in equity securities of medium-capitalization companies. It invests principally in equity securities of medium-capitalization companies, which the manager defines as securities of companies with market capitalizations within the range of the Russell Midcap® Index at the time of purchase.

Full WFMDX 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 →

📬

Get this WFMDX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

WFMDX vs SCHD WFMDX vs JEPI WFMDX vs O WFMDX vs KO WFMDX vs MAIN WFMDX vs VYM WFMDX vs DVY WFMDX vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.