HomeCompareDFPAX vs HDV

DFPAX vs HDV: Dividend Comparison 2026

DFPAX yields 1.80% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DFPAX wins by $41.23M in total portfolio value
10 years
DFPAX
DFPAX
● Live price
1.80%
Share price
$10.10
Annual div
$0.18
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.25M
Annual income
$37,275,775.72
Full DFPAX 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 — DFPAX vs HDV

📍 DFPAX 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 PeriodDFPAXHDV
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, DFPAX + HDV cover 0 of 12 monthsgood coverage

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

DFPAX
Annual income on $10K today (after 15% tax)
$153.17/yr
After 10yr DRIP, annual income (after tax)
$31,684,409.36/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, DFPAX beats the other by $31,684,109.54/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DFPAX: 50%HDV: 50%
100% HDV50/50100% DFPAX
Portfolio after 10yr
$20.64M
Annual income
$18,638,064.22/yr
Blended yield
90.31%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DFPAX buys
0
HDV buys
0
No recent congressional trades found for DFPAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDFPAXHDV
Forward yield1.80%2.92%
Annual dividend / share$0.18$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$41.25M$24.3K
Annual income after 10y$37,275,775.72$352.73
Total dividends collected$40.92M$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDFPAX PortfolioDFPAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,060$360.40$11,002$292.38+$58.00DFPAX
2$12,580$745.07$12,084$300.36+$496.00DFPAX
3$15,044$1,583.95$13,250$308.02+$1.8KDFPAX
4$19,638$3,540.69$14,506$315.35+$5.1KDFPAX
5$29,652$8,638.98$15,858$322.35+$13.8KDFPAX
6$56,109$24,381.48$17,313$329.04+$38.8KDFPAX
7$146,272$86,235.87$18,878$335.42+$127.4KDFPAX
8$576,720$420,209.09$20,560$341.49+$556.2KDFPAX
9$3,713,904$3,096,813.56$22,367$347.25+$3.69MDFPAX
10$41,249,653$37,275,775.72$24,307$352.73+$41.23MDFPAX

DFPAX vs HDV: Complete Analysis 2026

DFPAXStock

To pursue its goal, the fund normally allocates its assets among other mutual funds advised by the adviser or its affiliates, referred to as underlying funds, that invest primarily in stocks issued by foreign companies. Foreign companies are those companies (i) that are organized under the laws of a foreign country; (ii) whose principal trading market is in a foreign country; or (iii) that have a majority of their assets, or that derive a significant portion of their revenue or profits from businesses, investments or sales outside the United States.

Full DFPAX 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.