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BUFSX vs HDV: Dividend Comparison 2026

BUFSX yields 14.56% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BUFSX wins by $27.7K in total portfolio value
10 years
BUFSX
BUFSX
● Live price
14.56%
Share price
$13.74
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$52.0K
Annual income
$3,581.68
Full BUFSX 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 — BUFSX vs HDV

📍 BUFSX 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 PeriodBUFSXHDV
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, BUFSX + HDV cover 0 of 12 monthsgood coverage

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

BUFSX
Annual income on $10K today (after 15% tax)
$1,237.26/yr
After 10yr DRIP, annual income (after tax)
$3,044.43/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, BUFSX beats the other by $2,744.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BUFSX: 50%HDV: 50%
100% HDV50/50100% BUFSX
Portfolio after 10yr
$38.1K
Annual income
$1,967.20/yr
Blended yield
5.16%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BUFSX buys
0
HDV buys
0
No recent congressional trades found for BUFSX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBUFSXHDV
Forward yield14.56%2.92%
Annual dividend / share$2.00$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$52.0K$24.3K
Annual income after 10y$3,581.68$352.73
Total dividends collected$24.7K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBUFSX PortfolioBUFSX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,156$1,455.60$11,002$292.38+$1.2KBUFSX
2$14,660$1,653.62$12,084$300.36+$2.6KBUFSX
3$17,550$1,863.86$13,250$308.02+$4.3KBUFSX
4$20,864$2,085.32$14,506$315.35+$6.4KBUFSX
5$24,641$2,316.89$15,858$322.35+$8.8KBUFSX
6$28,924$2,557.35$17,313$329.04+$11.6KBUFSX
7$33,754$2,805.39$18,878$335.42+$14.9KBUFSX
8$39,176$3,059.69$20,560$341.49+$18.6KBUFSX
9$45,237$3,318.90$22,367$347.25+$22.9KBUFSX
10$51,986$3,581.68$24,307$352.73+$27.7KBUFSX

BUFSX vs HDV: Complete Analysis 2026

BUFSXStock

The fund normally invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible preferred stocks, warrants and rights of small capitalization (small-cap) companies. The adviser defines small-cap companies as those companies, at the time of purchase, with market capitalizations within the range of the Russell 2000® Growth Index.

Full BUFSX 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.