Is WFMIX or HDV a better dividend investment in 2026?

WFMIX currently yields 10.90% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: WFMIX offers higher current income.

What is the dividend yield difference between WFMIX and HDV?

WFMIX has a forward dividend yield of 10.90% ($5.13/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 7.98 percentage points.

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WFMIX vs HDV: Dividend Comparison 2026

WFMIX yields 10.90% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 WFMIX wins by $16.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

WFMIX

● Live price

10.90%

Share price

$47.04

Annual div

$5.13

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$41.1K

Annual income

$2,157.24

Full WFMIX 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 — WFMIX vs HDV

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

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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WFMIX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

WFMIX

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

$926.41/yr

After 10yr DRIP, annual income (after tax)

$1,833.65/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, WFMIX beats the other by $1,534.70/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 WFMIX + HDV for your $10,000?

WFMIX: 50%HDV: 50%

100% HDV50/50100% WFMIX

Portfolio after 10yr

$32.7K

Annual income

$1,254.48/yr

Blended yield

3.84%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WFMIX buys

HDV buys

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

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

MetricWFMIXHDV

Forward yield	10.90% ✓	2.92%
Annual dividend / share	$5.13 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$41.1K ✓	$24.3K
Annual income after 10y	$2,157.24 ✓	$351.71
Total dividends collected	$16.2K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	WFMIX Portfolio	WFMIX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,790	$1,089.90	$11,002	$291.67	+$788.00 → WFMIX
2	$13,816	$1,200.91	$12,082	$299.61	+$1.7K → WFMIX
3	$16,098	$1,315.24	$13,247	$307.23	+$2.9K → WFMIX
4	$18,658	$1,432.25	$14,503	$314.52	+$4.2K → WFMIX
5	$21,515	$1,551.34	$15,854	$321.50	+$5.7K → WFMIX
6	$24,693	$1,671.89	$17,308	$328.15	+$7.4K → WFMIX
7	$28,215	$1,793.31	$18,871	$334.49	+$9.3K → WFMIX
8	$32,105	$1,915.03	$20,551	$340.53	+$11.6K → WFMIX
9	$36,389	$2,036.51	$22,357	$346.27	+$14.0K → WFMIX
10	$41,093	$2,157.24	$24,296	$351.71	+$16.8K → WFMIX

WFMIX vs HDV: Complete Analysis 2026

WFMIX — Stock

The investment seeks long-term capital appreciation. 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 WFMIX 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.