Is EDFAX or HDV a better dividend investment in 2026?

EDFAX currently yields 11.11% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: EDFAX offers higher current income.

What is the dividend yield difference between EDFAX and HDV?

EDFAX has a forward dividend yield of 11.11% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 8.19 percentage points.

Home › Compare › EDFAX vs HDV

EDFAX vs HDV: Dividend Comparison 2026

EDFAX yields 11.11% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 EDFAX wins by $17.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

EDFAX

● Live price

11.11%

Share price

$18.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$41.7K

Annual income

$2,227.50

Full EDFAX 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 — EDFAX vs HDV

📍 EDFAX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	EDFAX	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%.

📅

Dividend Calendar Overlap

Combined, EDFAX + HDV cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

EDFAX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

EDFAX

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

$944.44/yr

After 10yr DRIP, annual income (after tax)

$1,893.38/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, EDFAX beats the other by $1,593.55/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

EDFAX: 50%HDV: 50%

100% HDV50/50100% EDFAX

Portfolio after 10yr

$33.0K

Annual income

$1,290.11/yr

Blended yield

3.91%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EDFAX buys

HDV buys

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

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

MetricEDFAXHDV

Forward yield	11.11% ✓	2.92%
Annual dividend / share	$2.00	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$41.7K ✓	$24.3K
Annual income after 10y	$2,227.50 ✓	$352.73
Total dividends collected	$16.6K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	EDFAX Portfolio	EDFAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,811	$1,111.11	$11,002	$292.38	+$809.00 → EDFAX
2	$13,864	$1,226.49	$12,084	$300.36	+$1.8K → EDFAX
3	$16,180	$1,345.52	$13,250	$308.02	+$2.9K → EDFAX
4	$18,781	$1,467.56	$14,506	$315.35	+$4.3K → EDFAX
5	$21,687	$1,591.96	$15,858	$322.35	+$5.8K → EDFAX
6	$24,923	$1,718.07	$17,313	$329.04	+$7.6K → EDFAX
7	$28,513	$1,845.28	$18,878	$335.42	+$9.6K → EDFAX
8	$32,482	$1,972.96	$20,560	$341.49	+$11.9K → EDFAX
9	$36,856	$2,100.55	$22,367	$347.25	+$14.5K → EDFAX
10	$41,664	$2,227.50	$24,307	$352.73	+$17.4K → EDFAX

EDFAX vs HDV: Complete Analysis 2026

EDFAX — Stock

The investment seeks total return (including capital appreciation and current income). At least 80% of the fund's net assets, plus any borrowings for investment purposes, will be invested in dividend yielding equity securities of companies that meet the fund's ESG standards. The adviser expects to invest primarily in large-cap common stocks, although the fund may invest in companies of any size.

Full EDFAX 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 →

📬

Get this EDFAX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

EDFAX vs SCHD EDFAX vs JEPI EDFAX vs O EDFAX vs KO EDFAX vs MAIN EDFAX vs VYM EDFAX vs DVY EDFAX vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.