Is CFAIX or HDV a better dividend investment in 2026?

CFAIX currently yields 3.62% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: CFAIX offers higher current income.

What is the dividend yield difference between CFAIX and HDV?

CFAIX has a forward dividend yield of 3.62% ($0.66/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 0.70 percentage points.

Home › Compare › CFAIX vs HDV

CFAIX vs HDV: Dividend Comparison 2026

CFAIX yields 3.62% · HDV yields 2.92%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 CFAIX wins by $980.00 in total portfolio value

INVESTMENT

TIME HORIZON10 years

CFAIX

● Live price

3.62%

Share price

$18.31

Annual div

$0.66

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.3K

Annual income

$457.18

Full CFAIX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — CFAIX vs HDV

📍 CFAIX 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 Period	CFAIX	HDV
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, CFAIX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

—

May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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CFAIX 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.

CFAIX

Annual income on $10K today (after 15% tax)

$307.88/yr

After 10yr DRIP, annual income (after tax)

$388.60/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, CFAIX beats the other by $88.78/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

CFAIX: 50%HDV: 50%

100% HDV50/50100% CFAIX

Portfolio after 10yr

$24.8K

Annual income

$404.95/yr

Blended yield

1.63%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CFAIX buys

HDV buys

No recent congressional trades found for CFAIX or HDV in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricCFAIXHDV

Forward yield	3.62% ✓	2.92%
Annual dividend / share	$0.66	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$25.3K ✓	$24.3K
Annual income after 10y	$457.18 ✓	$352.73
Total dividends collected	$4.1K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	CFAIX Portfolio	CFAIX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,062	$362.21	$11,002	$292.38	+$60.00 → CFAIX
2	$12,211	$374.47	$12,084	$300.36	+$127.00 → CFAIX
3	$13,452	$386.31	$13,250	$308.02	+$202.00 → CFAIX
4	$14,791	$397.74	$14,506	$315.35	+$285.00 → CFAIX
5	$16,236	$408.73	$15,858	$322.35	+$378.00 → CFAIX
6	$17,791	$419.28	$17,313	$329.04	+$478.00 → CFAIX
7	$19,466	$429.40	$18,878	$335.42	+$588.00 → CFAIX
8	$21,268	$439.09	$20,560	$341.49	+$708.00 → CFAIX
9	$23,205	$448.34	$22,367	$347.25	+$838.00 → CFAIX
10	$25,287	$457.18	$24,307	$352.73	+$980.00 → CFAIX

CFAIX vs HDV: Complete Analysis 2026

CFAIX — Stock

The fund is a "fund of funds" that seeks to achieve its investment objectives by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 50%-80% of its net assets in funds that invest primarily in income securities and 20% to 50% of its net assets in funds that invest primarily in equity securities. The fund may also invest 0% to 10% of its net assets in cash and short-term money market instruments.

Full CFAIX 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.