HomeCompareFDKVX vs HDV

FDKVX vs HDV: Dividend Comparison 2026

FDKVX yields 3.83% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FDKVX wins by $1.3K in total portfolio value
10 years
FDKVX
FDKVX
● Live price
3.83%
Share price
$16.69
Annual div
$0.64
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.6K
Annual income
$489.62
Full FDKVX 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 — FDKVX vs HDV

📍 FDKVX 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 PeriodFDKVXHDV
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, FDKVX + HDV cover 0 of 12 monthsgood coverage

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

FDKVX
Annual income on $10K today (after 15% tax)
$325.43/yr
After 10yr DRIP, annual income (after tax)
$416.18/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, FDKVX beats the other by $116.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FDKVX: 50%HDV: 50%
100% HDV50/50100% FDKVX
Portfolio after 10yr
$25.0K
Annual income
$421.17/yr
Blended yield
1.69%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FDKVX buys
0
HDV buys
0
No recent congressional trades found for FDKVX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFDKVXHDV
Forward yield3.83%2.92%
Annual dividend / share$0.64$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.6K$24.3K
Annual income after 10y$489.62$352.73
Total dividends collected$4.4K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFDKVX PortfolioFDKVX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,083$382.86$11,002$292.38+$81.00FDKVX
2$12,255$396.56$12,084$300.36+$171.00FDKVX
3$13,523$409.82$13,250$308.02+$273.00FDKVX
4$14,892$422.63$14,506$315.35+$386.00FDKVX
5$16,370$434.98$15,858$322.35+$512.00FDKVX
6$17,962$446.85$17,313$329.04+$649.00FDKVX
7$19,678$458.25$18,878$335.42+$800.00FDKVX
8$21,525$469.18$20,560$341.49+$965.00FDKVX
9$23,511$479.63$22,367$347.25+$1.1KFDKVX
10$25,646$489.62$24,307$352.73+$1.3KFDKVX

FDKVX vs HDV: Complete Analysis 2026

FDKVXStock

The fund invests in a combination of Fidelity ® U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity ® funds). The adviser allocates its assets according to a neutral asset allocation strategy shown in the glide path below that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom ® Income Fund, approximately 10 to 19 years after the year 2060.

Full FDKVX 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.