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CAFX vs HDV: Dividend Comparison 2026

CAFX yields 3.98% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CAFX wins by $1.6K in total portfolio value
10 years
CAFX
CAFX
● Live price
3.98%
Share price
$24.81
Annual div
$0.99
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.9K
Annual income
$514.07
Full CAFX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — CAFX vs HDV

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

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

Tax Bracket Optimizer

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

CAFX
Annual income on $10K today (after 15% tax)
$338.40/yr
After 10yr DRIP, annual income (after tax)
$436.96/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, CAFX beats the other by $138.01/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CAFX: 50%HDV: 50%
100% HDV50/50100% CAFX
Portfolio after 10yr
$25.1K
Annual income
$432.90/yr
Blended yield
1.72%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAFX buys
0
HDV buys
0
No recent congressional trades found for CAFX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAFXHDV
Forward yield3.98% ✓2.92%
Annual dividend / share$0.99$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.9K ✓$24.3K
Annual income after 10y$514.07 ✓$351.71
Total dividends collected$4.6K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCAFX PortfolioCAFX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,098$398.12$11,002$291.67+$96.00 → CAFX
2$12,288$412.93$12,082$299.61+$206.00 → CAFX
3$13,575$427.29$13,247$307.23+$328.00 → CAFX
4$14,967$441.18$14,503$314.52+$464.00 → CAFX
5$16,469$454.58$15,854$321.50+$615.00 → CAFX
6$18,089$467.48$17,308$328.15+$781.00 → CAFX
7$19,836$479.88$18,871$334.49+$965.00 → CAFX
8$21,716$491.78$20,551$340.53+$1.2K → CAFX
9$23,739$503.18$22,357$346.27+$1.4K → CAFX
10$25,915$514.07$24,296$351.71+$1.6K → CAFX

CAFX vs HDV: Complete Analysis 2026

CAFX — Stock

The Congress Intermediate Bond ETF seeks to maximize total return by investing primarily in investment-grade, high-quality fixed income securities, while preserving principal and maintaining liquidity.

Full CAFX 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.