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FCGIX vs HDV: Dividend Comparison 2026

FCGIX yields 9.54% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FCGIX wins by $13.3K in total portfolio value
10 years
FCGIX
FCGIX
● Live price
9.54%
Share price
$18.96
Annual div
$1.81
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.6K
Annual income
$1,739.95
Full FCGIX 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 — FCGIX vs HDV

📍 FCGIX 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 PeriodFCGIXHDV
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, FCGIX + HDV cover 0 of 12 monthsgood coverage

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

FCGIX
Annual income on $10K today (after 15% tax)
$811.15/yr
After 10yr DRIP, annual income (after tax)
$1,478.96/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, FCGIX beats the other by $1,179.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FCGIX: 50%HDV: 50%
100% HDV50/50100% FCGIX
Portfolio after 10yr
$31.0K
Annual income
$1,046.33/yr
Blended yield
3.38%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FCGIX buys
0
HDV buys
0
No recent congressional trades found for FCGIX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFCGIXHDV
Forward yield9.54%2.92%
Annual dividend / share$1.81$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$37.6K$24.3K
Annual income after 10y$1,739.95$352.73
Total dividends collected$13.5K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFCGIX PortfolioFCGIX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,654$954.29$11,002$292.38+$652.00FCGIX
2$13,509$1,039.40$12,084$300.36+$1.4KFCGIX
3$15,581$1,126.04$13,250$308.02+$2.3KFCGIX
4$17,886$1,213.76$14,506$315.35+$3.4KFCGIX
5$20,440$1,302.12$15,858$322.35+$4.6KFCGIX
6$23,261$1,390.72$17,313$329.04+$5.9KFCGIX
7$26,369$1,479.15$18,878$335.42+$7.5KFCGIX
8$29,782$1,567.05$20,560$341.49+$9.2KFCGIX
9$33,520$1,654.09$22,367$347.25+$11.2KFCGIX
10$37,607$1,739.95$24,307$352.73+$13.3KFCGIX

FCGIX vs HDV: Complete Analysis 2026

FCGIXStock

The fund’s subadvisor, seeks to achieve the fund’s investment objective by investing in a portfolio of global equities, which may include companies in emerging markets. The fund may invest in issuers with market capitalizations of any size, though it generally expects to focus on issuers with market capitalization in excess of $1 billion.

Full FCGIX 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.