HomeCompareBUFEX vs HDV

BUFEX vs HDV: Dividend Comparison 2026

BUFEX yields 7.56% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BUFEX wins by $8.7K in total portfolio value
10 years
BUFEX
BUFEX
● Live price
7.56%
Share price
$52.49
Annual div
$3.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.0K
Annual income
$1,220.46
Full BUFEX 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 — BUFEX vs HDV

📍 BUFEX 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 PeriodBUFEXHDV
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, BUFEX + HDV cover 0 of 12 monthsgood coverage

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

BUFEX
Annual income on $10K today (after 15% tax)
$642.50/yr
After 10yr DRIP, annual income (after tax)
$1,037.39/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, BUFEX beats the other by $737.57/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BUFEX: 50%HDV: 50%
100% HDV50/50100% BUFEX
Portfolio after 10yr
$28.6K
Annual income
$786.59/yr
Blended yield
2.75%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BUFEX buys
0
HDV buys
0
No recent congressional trades found for BUFEX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBUFEXHDV
Forward yield7.56%2.92%
Annual dividend / share$3.97$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.0K$24.3K
Annual income after 10y$1,220.46$352.73
Total dividends collected$9.9K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBUFEX PortfolioBUFEX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,456$755.88$11,002$292.38+$454.00BUFEX
2$13,067$809.28$12,084$300.36+$983.00BUFEX
3$14,844$862.71$13,250$308.02+$1.6KBUFEX
4$16,800$915.94$14,506$315.35+$2.3KBUFEX
5$18,944$968.76$15,858$322.35+$3.1KBUFEX
6$21,291$1,020.96$17,313$329.04+$4.0KBUFEX
7$23,854$1,072.39$18,878$335.42+$5.0KBUFEX
8$26,647$1,122.87$20,560$341.49+$6.1KBUFEX
9$29,684$1,172.27$22,367$347.25+$7.3KBUFEX
10$32,983$1,220.46$24,307$352.73+$8.7KBUFEX

BUFEX vs HDV: Complete Analysis 2026

BUFEXStock

The fund normally invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants and rights of large capitalization ("large-cap") companies. The fund may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges.

Full BUFEX 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.