HomeCompareWMKSX vs HDV

WMKSX vs HDV: Dividend Comparison 2026

WMKSX yields 22.13% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WMKSX wins by $58.9K in total portfolio value
10 years
WMKSX
WMKSX
● Live price
22.13%
Share price
$15.11
Annual div
$3.34
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$83.2K
Annual income
$8,411.03
Full WMKSX 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 — WMKSX vs HDV

📍 WMKSX 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 PeriodWMKSXHDV
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, WMKSX + HDV cover 0 of 12 monthsgood coverage

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

WMKSX
Annual income on $10K today (after 15% tax)
$1,881.42/yr
After 10yr DRIP, annual income (after tax)
$7,149.38/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, WMKSX beats the other by $6,850.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WMKSX: 50%HDV: 50%
100% HDV50/50100% WMKSX
Portfolio after 10yr
$53.7K
Annual income
$4,381.38/yr
Blended yield
8.15%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WMKSX buys
0
HDV buys
0
No recent congressional trades found for WMKSX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWMKSXHDV
Forward yield22.13%2.92%
Annual dividend / share$3.34$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$83.2K$24.3K
Annual income after 10y$8,411.03$351.71
Total dividends collected$49.7K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWMKSX PortfolioWMKSX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,913$2,213.43$11,002$291.67+$1.9KWMKSX
2$16,489$2,671.31$12,082$299.61+$4.4KWMKSX
3$20,831$3,187.76$13,247$307.23+$7.6KWMKSX
4$26,053$3,763.73$14,503$314.52+$11.6KWMKSX
5$32,275$4,399.28$15,854$321.50+$16.4KWMKSX
6$39,628$5,093.55$17,308$328.15+$22.3KWMKSX
7$48,247$5,844.80$18,871$334.49+$29.4KWMKSX
8$58,275$6,650.46$20,551$340.53+$37.7KWMKSX
9$69,861$7,507.20$22,357$346.27+$47.5KWMKSX
10$83,163$8,411.03$24,296$351.71+$58.9KWMKSX

WMKSX vs HDV: Complete Analysis 2026

WMKSXStock

The fund pursues its investment objective by investing at least 80% of the value of its net assets in equity securities of small capitalization companies. In creating a diversified portfolio of investments in small-sized companies, WesBanco Investment Department, a division of WesBanco Bank, Inc. (the Adviser), defines small companies as companies that do not exceed the market capitalizations in the Russell 2000® Index (Russell 2000), or the Standard & Poor's SmallCap 600® Index (S&P 600) at the time of purchasing a security.

Full WMKSX 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.