HomeCompareBFTIX vs HDV

BFTIX vs HDV: Dividend Comparison 2026

BFTIX yields 4.60% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BFTIX wins by $2.7K in total portfolio value
10 years
BFTIX
BFTIX
● Live price
4.60%
Share price
$57.87
Annual div
$2.66
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.0K
Annual income
$618.32
Full BFTIX 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 — BFTIX vs HDV

📍 BFTIX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodBFTIXHDV
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%.
📅

Dividend Calendar Overlap

Combined, BFTIX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BFTIX pays
HDV pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

BFTIX
Annual income on $10K today (after 15% tax)
$391.33/yr
After 10yr DRIP, annual income (after tax)
$525.57/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, BFTIX beats the other by $225.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BFTIX: 50%HDV: 50%
100% HDV50/50100% BFTIX
Portfolio after 10yr
$25.7K
Annual income
$485.52/yr
Blended yield
1.89%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BFTIX buys
0
HDV buys
0
No recent congressional trades found for BFTIX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBFTIXHDV
Forward yield4.60%2.92%
Annual dividend / share$2.66$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.0K$24.3K
Annual income after 10y$618.32$352.73
Total dividends collected$5.4K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBFTIX PortfolioBFTIX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,160$460.39$11,002$292.38+$158.00BFTIX
2$12,422$480.20$12,084$300.36+$338.00BFTIX
3$13,791$499.51$13,250$308.02+$541.00BFTIX
4$15,275$518.29$14,506$315.35+$769.00BFTIX
5$16,880$536.49$15,858$322.35+$1.0KBFTIX
6$18,616$554.10$17,313$329.04+$1.3KBFTIX
7$20,490$571.10$18,878$335.42+$1.6KBFTIX
8$22,512$587.47$20,560$341.49+$2.0KBFTIX
9$24,691$603.22$22,367$347.25+$2.3KBFTIX
10$27,038$618.32$24,307$352.73+$2.7KBFTIX

BFTIX vs HDV: Complete Analysis 2026

BFTIXStock

The fund invests primarily in equity securities in the form of common stock of U.S. large-sized growth companies. The Adviser seeks to invest in businesses the adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.

Full BFTIX 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 →
📬

Get this BFTIX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

BFTIX vs SCHDBFTIX vs JEPIBFTIX vs OBFTIX vs KOBFTIX vs MAINBFTIX vs VYMBFTIX vs DVYBFTIX vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.