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BUFGX vs HDV: Dividend Comparison 2026

BUFGX yields 7.25% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BUFGX wins by $8.0K in total portfolio value
10 years
BUFGX
BUFGX
● Live price
7.25%
Share price
$31.58
Annual div
$2.29
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.3K
Annual income
$1,149.11
Full BUFGX 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 — BUFGX vs HDV

📍 BUFGX 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 PeriodBUFGXHDV
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, BUFGX + HDV cover 0 of 12 monthsgood coverage

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

BUFGX
Annual income on $10K today (after 15% tax)
$616.48/yr
After 10yr DRIP, annual income (after tax)
$976.74/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, BUFGX beats the other by $676.92/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BUFGX: 50%HDV: 50%
100% HDV50/50100% BUFGX
Portfolio after 10yr
$28.3K
Annual income
$750.92/yr
Blended yield
2.65%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BUFGX buys
0
HDV buys
0
No recent congressional trades found for BUFGX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBUFGXHDV
Forward yield7.25%2.92%
Annual dividend / share$2.29$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.3K$24.3K
Annual income after 10y$1,149.11$352.73
Total dividends collected$9.4K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBUFGX PortfolioBUFGX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,425$725.27$11,002$292.38+$423.00BUFGX
2$12,999$774.43$12,084$300.36+$915.00BUFGX
3$14,733$823.49$13,250$308.02+$1.5KBUFGX
4$16,636$872.24$14,506$315.35+$2.1KBUFGX
5$18,722$920.50$15,858$322.35+$2.9KBUFGX
6$21,000$968.10$17,313$329.04+$3.7KBUFGX
7$23,485$1,014.89$18,878$335.42+$4.6KBUFGX
8$26,190$1,060.73$20,560$341.49+$5.6KBUFGX
9$29,128$1,105.50$22,367$347.25+$6.8KBUFGX
10$32,317$1,149.11$24,307$352.73+$8.0KBUFGX

BUFGX vs HDV: Complete Analysis 2026

BUFGXStock

The fund invests in common stocks and other equity securities, including preferred stock, convertible securities, warrants and rights, with a goal of maintaining at least 75% of the fund’s portfolio in companies with market capitalizations greater than the median of the Russell 3000® Growth Index or $5 billion, whichever is lower.

Full BUFGX 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.