HomeCompareFHLSX vs DVY

FHLSX vs DVY: Dividend Comparison 2026

FHLSX yields 2.96% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $904.00 in total portfolio value
10 years
FHLSX
FHLSX
● Live price
2.96%
Share price
$11.11
Annual div
$0.33
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.2K
Annual income
$358.39
Full FHLSX calculator →
DVY
DVY
● Live price
3.50%
Share price
$150.03
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$437.78
Full DVY calculator →

Portfolio growth — FHLSX vs DVY

📍 DVY 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 PeriodFHLSXDVY
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, FHLSX + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FHLSX
Annual income on $10K today (after 15% tax)
$251.71/yr
After 10yr DRIP, annual income (after tax)
$304.63/yr
DVY
Annual income on $10K today (after 15% tax)
$297.17/yr
After 10yr DRIP, annual income (after tax)
$372.11/yr
At 15% tax rate, DVY beats the other by $67.48/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of FHLSX + DVY for your $10,000?

FHLSX: 50%DVY: 50%
100% DVY50/50100% FHLSX
Portfolio after 10yr
$24.6K
Annual income
$398.09/yr
Blended yield
1.62%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FHLSX buys
0
DVY buys
0
No recent congressional trades found for FHLSX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFHLSXDVY
Forward yield2.96%3.50%
Annual dividend / share$0.33$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.2K$25.1K
Annual income after 10y$358.39$437.78
Total dividends collected$3.3K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: FHLSX vs DVY ($10,000, DRIP)

YearFHLSX PortfolioFHLSX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,996$296.13$11,050$349.62$54.00DVY
2$12,070$304.33$12,184$361.04$114.00DVY
3$13,227$312.20$13,409$372.07$182.00DVY
4$14,473$319.74$14,730$382.68$257.00DVY
5$15,813$326.97$16,154$392.89$341.00DVY
6$17,254$333.87$17,688$402.69$434.00DVY
7$18,802$340.46$19,338$412.07$536.00DVY
8$20,465$346.74$21,113$421.04$648.00DVY
9$22,250$352.71$23,020$429.61$770.00DVY
10$24,166$358.39$25,070$437.78$904.00DVY

FHLSX vs DVY: Complete Analysis 2026

FHLSXStock

The investment seeks total return. The fund is designed to assist investors in saving for future eligible medical expenses. Investing primarily in a combination of both actively and passively managed Fidelity bond and equity funds and affiliated and unaffiliated exchange-traded funds (collectively, underlying funds). Investing approximately 30% of the fund's assets in underlying equity funds and 70% of the fund's assets in underlying bond funds.

Full FHLSX Calculator →

DVYETF

The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full DVY 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.