HomeCompareFAFWX vs HDV

FAFWX vs HDV: Dividend Comparison 2026

FAFWX yields 3.31% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FAFWX wins by $441.00 in total portfolio value
10 years
FAFWX
FAFWX
● Live price
3.31%
Share price
$12.60
Annual div
$0.42
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.7K
Annual income
$409.28
Full FAFWX 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 — FAFWX vs HDV

📍 FAFWX 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 PeriodFAFWXHDV
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, FAFWX + HDV cover 0 of 12 monthsgood coverage

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

FAFWX
Annual income on $10K today (after 15% tax)
$281.17/yr
After 10yr DRIP, annual income (after tax)
$347.89/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, FAFWX beats the other by $48.07/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FAFWX: 50%HDV: 50%
100% HDV50/50100% FAFWX
Portfolio after 10yr
$24.5K
Annual income
$381.00/yr
Blended yield
1.55%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FAFWX buys
0
HDV buys
0
No recent congressional trades found for FAFWX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFAFWXHDV
Forward yield3.31%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$24.7K$24.3K
Annual income after 10y$409.28$352.73
Total dividends collected$3.7K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFAFWX PortfolioFAFWX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,031$330.79$11,002$292.38+$29.00FAFWX
2$12,144$341.02$12,084$300.36+$60.00FAFWX
3$13,345$350.87$13,250$308.02+$95.00FAFWX
4$14,639$360.35$14,506$315.35+$133.00FAFWX
5$16,034$369.44$15,858$322.35+$176.00FAFWX
6$17,534$378.15$17,313$329.04+$221.00FAFWX
7$19,148$386.49$18,878$335.42+$270.00FAFWX
8$20,883$394.45$20,560$341.49+$323.00FAFWX
9$22,747$402.05$22,367$347.25+$380.00FAFWX
10$24,748$409.28$24,307$352.73+$441.00FAFWX

FAFWX vs HDV: Complete Analysis 2026

FAFWXStock

The investment seeks current income, long-term growth of capital and conservation of capital, with an emphasis on income and conservation of capital. The advisor will attempt to achieve its investment objectives by investing in a mix of American Funds in varying combinations and weightings over time. The underlying funds will typically seek to generate income from their investments and will primarily consist of fixed-income, equity-income and balanced funds. The fund is one of a suite of three American Funds Retirement Income Portfolios designed to help investors in or near retirement with a withdrawal program. It seeks to provide the lowest downside risk.

Full FAFWX 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.