HomeCompareWMBLX vs HDV

WMBLX vs HDV: Dividend Comparison 2026

WMBLX yields 7.54% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WMBLX wins by $8.6K in total portfolio value
10 years
WMBLX
WMBLX
● Live price
7.54%
Share price
$13.54
Annual div
$1.02
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.9K
Annual income
$1,215.08
Full WMBLX 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 — WMBLX vs HDV

📍 WMBLX 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 PeriodWMBLXHDV
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, WMBLX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
WMBLX 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.

WMBLX
Annual income on $10K today (after 15% tax)
$640.56/yr
After 10yr DRIP, annual income (after tax)
$1,032.82/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, WMBLX beats the other by $733.86/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WMBLX: 50%HDV: 50%
100% HDV50/50100% WMBLX
Portfolio after 10yr
$28.6K
Annual income
$783.40/yr
Blended yield
2.74%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WMBLX buys
0
HDV buys
0
No recent congressional trades found for WMBLX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWMBLXHDV
Forward yield7.54%2.92%
Annual dividend / share$1.02$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.9K$24.3K
Annual income after 10y$1,215.08$351.71
Total dividends collected$9.9K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWMBLX PortfolioWMBLX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,454$753.60$11,002$291.67+$452.00WMBLX
2$13,062$806.68$12,082$299.61+$980.00WMBLX
3$14,836$859.78$13,247$307.23+$1.6KWMBLX
4$16,787$912.67$14,503$314.52+$2.3KWMBLX
5$18,928$965.14$15,854$321.50+$3.1KWMBLX
6$21,270$1,017.00$17,308$328.15+$4.0KWMBLX
7$23,826$1,068.07$18,871$334.49+$5.0KWMBLX
8$26,613$1,118.19$20,551$340.53+$6.1KWMBLX
9$29,643$1,167.24$22,357$346.27+$7.3KWMBLX
10$32,933$1,215.08$24,296$351.71+$8.6KWMBLX

WMBLX vs HDV: Complete Analysis 2026

WMBLXStock

The fund pursues its investment objective by investing in a mix of equity, fixed-income and money market investments. The Adviser first determines the percentage of the fund's portfolio to invest in equity securities, the percentage to invest in fixed-income securities and the percentage to invest in money market investments. The percentage ranges of securities in each asset class are: equity securities 30-70%; fixed-income securities 30-70%; and money market investments 0-40%.

Full WMBLX Calculator →

HDVETF

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.