HomeCompareDLFNX vs HDV

DLFNX vs HDV: Dividend Comparison 2026

DLFNX yields 4.57% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DLFNX wins by $2.7K in total portfolio value
10 years
DLFNX
DLFNX
● Live price
4.57%
Share price
$9.19
Annual div
$0.42
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.0K
Annual income
$612.00
Full DLFNX 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 — DLFNX vs HDV

📍 DLFNX 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 PeriodDLFNXHDV
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, DLFNX + HDV cover 0 of 12 monthsgood coverage

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

DLFNX
Annual income on $10K today (after 15% tax)
$388.23/yr
After 10yr DRIP, annual income (after tax)
$520.20/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, DLFNX beats the other by $221.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DLFNX: 50%HDV: 50%
100% HDV50/50100% DLFNX
Portfolio after 10yr
$25.6K
Annual income
$481.86/yr
Blended yield
1.88%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DLFNX buys
0
HDV buys
0
No recent congressional trades found for DLFNX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDLFNXHDV
Forward yield4.57%2.92%
Annual dividend / share$0.42$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.0K$24.3K
Annual income after 10y$612.00$351.71
Total dividends collected$5.4K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDLFNX PortfolioDLFNX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,157$456.74$11,002$291.67+$155.00DLFNX
2$12,414$476.23$12,082$299.61+$332.00DLFNX
3$13,778$495.23$13,247$307.23+$531.00DLFNX
4$15,256$513.69$14,503$314.52+$753.00DLFNX
5$16,856$531.59$15,854$321.50+$1.0KDLFNX
6$18,585$548.90$17,308$328.15+$1.3KDLFNX
7$20,451$565.61$18,871$334.49+$1.6KDLFNX
8$22,464$581.70$20,551$340.53+$1.9KDLFNX
9$24,634$597.16$22,357$346.27+$2.3KDLFNX
10$26,971$612.00$24,296$351.71+$2.7KDLFNX

DLFNX vs HDV: Complete Analysis 2026

DLFNXStock

The Advisor intends to invest at least 80% of the fund's net assets (plus the amount of borrowings for investment purposes) in fixed income instruments. The fund may invest up to 33 1/3% of its net assets in junk bonds, bank loans and assignments rated below investment grade or unrated but determined by the Adviser to be of comparable quality, and credit default swaps of companies in the high yield universe. It may invest up to 5% of its net assets in defaulted corporate securities.

Full DLFNX 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.