HomeCompareFBGKX vs HDV

FBGKX vs HDV: Dividend Comparison 2026

FBGKX yields 2.03% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $1.6K in total portfolio value
10 years
FBGKX
FBGKX
● Live price
2.03%
Share price
$249.69
Annual div
$5.07
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$231.70
Full FBGKX 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 — FBGKX vs HDV

📍 HDV 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 PeriodFBGKXHDV
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, FBGKX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
FBGKX pays
HDV pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

FBGKX
Annual income on $10K today (after 15% tax)
$172.70/yr
After 10yr DRIP, annual income (after tax)
$196.95/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, HDV beats the other by $102.01/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FBGKX: 50%HDV: 50%
100% HDV50/50100% FBGKX
Portfolio after 10yr
$23.5K
Annual income
$291.71/yr
Blended yield
1.24%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FBGKX buys
0
HDV buys
0
No recent congressional trades found for FBGKX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFBGKXHDV
Forward yield2.03%2.92%
Annual dividend / share$5.07$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.7K$24.3K
Annual income after 10y$231.70$351.71
Total dividends collected$2.2K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFBGKX PortfolioFBGKX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,903$203.17$11,002$291.67$99.00HDV
2$11,873$207.03$12,082$299.61$209.00HDV
3$12,915$210.70$13,247$307.23$332.00HDV
4$14,034$214.20$14,503$314.52$469.00HDV
5$15,233$217.52$15,854$321.50$621.00HDV
6$16,520$220.67$17,308$328.15$788.00HDV
7$17,900$223.66$18,871$334.49$971.00HDV
8$19,380$226.49$20,551$340.53$1.2KHDV
9$20,966$229.16$22,357$346.27$1.4KHDV
10$22,665$231.70$24,296$351.71$1.6KHDV

FBGKX vs HDV: Complete Analysis 2026

FBGKXStock

The fund invests primarily in common stocks. It normally invests at least 80% of assets in blue chip companies (companies that, in Fidelity Management & Research Company LLC (FMR)'s view, are well-known, well-established and well-capitalized), which generally have large or medium market capitalizations. It invests in securities of domestic and foreign issuers. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

Full FBGKX 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.