HomeCompareFHBZX vs HDV

FHBZX vs HDV: Dividend Comparison 2026

FHBZX yields 3.22% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FHBZX wins by $305.00 in total portfolio value
10 years
FHBZX
FHBZX
● Live price
3.22%
Share price
$10.40
Annual div
$0.34
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.6K
Annual income
$396.35
Full FHBZX 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 — FHBZX vs HDV

📍 FHBZX 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 PeriodFHBZXHDV
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, FHBZX + HDV cover 0 of 12 monthsgood coverage

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

FHBZX
Annual income on $10K today (after 15% tax)
$273.80/yr
After 10yr DRIP, annual income (after tax)
$336.90/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, FHBZX beats the other by $37.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FHBZX: 50%HDV: 50%
100% HDV50/50100% FHBZX
Portfolio after 10yr
$24.4K
Annual income
$374.03/yr
Blended yield
1.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FHBZX buys
0
HDV buys
0
No recent congressional trades found for FHBZX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFHBZXHDV
Forward yield3.22%2.92%
Annual dividend / share$0.34$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.6K$24.3K
Annual income after 10y$396.35$351.71
Total dividends collected$3.6K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFHBZX PortfolioFHBZX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,022$322.12$11,002$291.67+$20.00FHBZX
2$12,125$331.81$12,082$299.61+$43.00FHBZX
3$13,315$341.15$13,247$307.23+$68.00FHBZX
4$14,598$350.12$14,503$314.52+$95.00FHBZX
5$15,978$358.72$15,854$321.50+$124.00FHBZX
6$17,464$366.96$17,308$328.15+$156.00FHBZX
7$19,061$374.84$18,871$334.49+$190.00FHBZX
8$20,777$382.36$20,551$340.53+$226.00FHBZX
9$22,621$389.52$22,357$346.27+$264.00FHBZX
10$24,601$396.35$24,296$351.71+$305.00FHBZX

FHBZX vs HDV: Complete Analysis 2026

FHBZXStock

The fund invests primarily in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity® funds), some of which are actively managed and others of which are passively managed, meaning they seek to provide investment results that correspond to the total return of a specific index.

Full FHBZX 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.