Is AAFTX or HDV a better dividend investment in 2026?

AAFTX currently yields 6.22% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: AAFTX offers higher current income.

What is the dividend yield difference between AAFTX and HDV?

AAFTX has a forward dividend yield of 6.22% ($1.25/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 3.30 percentage points.

Home › Compare › AAFTX vs HDV

AAFTX vs HDV: Dividend Comparison 2026

AAFTX yields 6.22% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 AAFTX wins by $5.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

AAFTX

● Live price

6.22%

Share price

$20.08

Annual div

$1.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$30.2K

Annual income

$924.26

Full AAFTX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — AAFTX vs HDV

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

Jan

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Feb

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Mar

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Apr

—

May

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Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

—

AAFTX 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.

AAFTX

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

$528.67/yr

After 10yr DRIP, annual income (after tax)

$785.62/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, AAFTX beats the other by $485.80/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 AAFTX + HDV for your $10,000?

AAFTX: 50%HDV: 50%

100% HDV50/50100% AAFTX

Portfolio after 10yr

$27.2K

Annual income

$638.49/yr

Blended yield

2.34%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AAFTX buys

HDV buys

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

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

MetricAAFTXHDV

Forward yield	6.22% ✓	2.92%
Annual dividend / share	$1.25	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$30.2K ✓	$24.3K
Annual income after 10y	$924.26 ✓	$352.73
Total dividends collected	$7.8K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	AAFTX Portfolio	AAFTX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,322	$621.96	$11,002	$292.38	+$320.00 → AAFTX
2	$12,773	$658.12	$12,084	$300.36	+$689.00 → AAFTX
3	$14,361	$693.87	$13,250	$308.02	+$1.1K → AAFTX
4	$16,095	$729.10	$14,506	$315.35	+$1.6K → AAFTX
5	$17,985	$763.69	$15,858	$322.35	+$2.1K → AAFTX
6	$20,042	$797.56	$17,313	$329.04	+$2.7K → AAFTX
7	$22,275	$830.61	$18,878	$335.42	+$3.4K → AAFTX
8	$24,697	$862.78	$20,560	$341.49	+$4.1K → AAFTX
9	$27,320	$894.01	$22,367	$347.25	+$5.0K → AAFTX
10	$30,157	$924.26	$24,307	$352.73	+$5.8K → AAFTX

AAFTX vs HDV: Complete Analysis 2026

AAFTX — Stock

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Full AAFTX 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.