HomeCompareYMAX vs HDV

YMAX vs HDV: Dividend Comparison 2026

YMAX yields 86.03% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 YMAX wins by $2.14M in total portfolio value
10 years
YMAX
YMAX
● Live price
86.03%
Share price
$7.83
Annual div
$6.74
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2.16M
Annual income
$657,980.97
Full YMAX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.39
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$352.73
Full HDV calculator →

Portfolio growth — YMAX vs HDV

📍 YMAX 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 PeriodYMAXHDV
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, YMAX + HDV cover 0 of 12 monthsgood coverage

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

YMAX
Annual income on $10K today (after 15% tax)
$7,312.17/yr
After 10yr DRIP, annual income (after tax)
$559,283.82/yr
HDV
Annual income on $10K today (after 15% tax)
$248.52/yr
After 10yr DRIP, annual income (after tax)
$299.82/yr
At 15% tax rate, YMAX beats the other by $558,984.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

YMAX: 50%HDV: 50%
100% HDV50/50100% YMAX
Portfolio after 10yr
$1.09M
Annual income
$329,166.84/yr
Blended yield
30.10%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

YMAX buys
0
HDV buys
0
No recent congressional trades found for YMAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricYMAXHDV
Forward yield86.03%2.92%
Annual dividend / share$6.74$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$2.16M$24.3K
Annual income after 10y$657,980.97$352.73
Total dividends collected$1.90M$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearYMAX PortfolioYMAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$19,303$8,602.55$11,002$292.38+$8.3KYMAX
2$36,173$15,518.81$12,084$300.36+$24.1KYMAX
3$65,884$27,179.34$13,250$308.02+$52.6KYMAX
4$116,761$46,265.34$14,506$315.35+$102.3KYMAX
5$201,563$76,628.58$15,858$322.35+$185.7KYMAX
6$339,301$123,628.74$17,313$329.04+$322.0KYMAX
7$557,548$194,495.77$18,878$335.42+$538.7KYMAX
8$895,268$298,691.79$20,560$341.49+$874.7KYMAX
9$1,406,177$448,239.75$22,367$347.25+$1.38MYMAX
10$2,162,590$657,980.97$24,307$352.73+$2.14MYMAX

YMAX vs HDV: Complete Analysis 2026

YMAXStock

The YieldMax Universe fund of Option Income ETFs (YMAX) is an actively managed exchange-trade fund that seeks to generate current income. As a “fund-of-fund”, YMAX invests in the full suite of YieldMax option income ETFs. Each underlying YieldMax ETF seeks to generate income while offering exposure to the share price of a specific company or ETF.

Full YMAX 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.