Is AFOIX or HDV a better dividend investment in 2026?

AFOIX currently yields 10.59% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: AFOIX offers higher current income.

What is the dividend yield difference between AFOIX and HDV?

AFOIX has a forward dividend yield of 10.59% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 7.67 percentage points.

Home › Compare › AFOIX vs HDV

AFOIX vs HDV: Dividend Comparison 2026

AFOIX yields 10.59% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 AFOIX wins by $16.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

AFOIX

● Live price

10.59%

Share price

$18.89

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$40.3K

Annual income

$2,056.61

Full AFOIX 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 — AFOIX vs HDV

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

Jan

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Feb

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Mar

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Apr

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May

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Jun

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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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AFOIX 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.

AFOIX

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

$899.95/yr

After 10yr DRIP, annual income (after tax)

$1,748.12/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, AFOIX beats the other by $1,449.17/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 AFOIX + HDV for your $10,000?

AFOIX: 50%HDV: 50%

100% HDV50/50100% AFOIX

Portfolio after 10yr

$32.3K

Annual income

$1,204.17/yr

Blended yield

3.73%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AFOIX buys

HDV buys

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

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

MetricAFOIXHDV

Forward yield	10.59% ✓	2.92%
Annual dividend / share	$2.00	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$40.3K ✓	$24.3K
Annual income after 10y	$2,056.61 ✓	$351.71
Total dividends collected	$15.5K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	AFOIX Portfolio	AFOIX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,759	$1,058.76	$11,002	$291.67	+$757.00 → AFOIX
2	$13,745	$1,163.53	$12,082	$299.61	+$1.7K → AFOIX
3	$15,979	$1,271.12	$13,247	$307.23	+$2.7K → AFOIX
4	$18,478	$1,380.98	$14,503	$314.52	+$4.0K → AFOIX
5	$21,264	$1,492.53	$15,854	$321.50	+$5.4K → AFOIX
6	$24,358	$1,605.20	$17,308	$328.15	+$7.0K → AFOIX
7	$27,781	$1,718.44	$18,871	$334.49	+$8.9K → AFOIX
8	$31,558	$1,831.75	$20,551	$340.53	+$11.0K → AFOIX
9	$35,711	$1,944.62	$22,357	$346.27	+$13.4K → AFOIX
10	$40,268	$2,056.61	$24,296	$351.71	+$16.0K → AFOIX

AFOIX vs HDV: Complete Analysis 2026

AFOIX — Stock

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of mid-cap companies. In addition, under normal market conditions, it invests at least 25% of its total assets in companies in the following group of industries: Health Care Equipment & Supplies, Health Care Technology, Biotechnology, Life Sciences Tools & Services, and/or Software, as defined by third party sources. The fund may have 25% or more of its total assets invested in any one of these industries. It is non-diversified.

Full AFOIX 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.