HomeCompareFIFAX vs HDV

FIFAX vs HDV: Dividend Comparison 2026

FIFAX yields 10.18% · HDV yields 2.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 FIFAX wins by $14.9K in total portfolio value
10 years
FIFAX
FIFAX
● Live price
10.18%
Share price
$26.30
Annual div
$2.68
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.2K
Annual income
$1,929.82
Full FIFAX 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 — FIFAX vs HDV

📍 FIFAX 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 PeriodFIFAXHDV
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, FIFAX + HDV cover 0 of 12 monthsgood coverage

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

FIFAX
Annual income on $10K today (after 15% tax)
$865.45/yr
After 10yr DRIP, annual income (after tax)
$1,640.35/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, FIFAX beats the other by $1,340.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FIFAX: 50%HDV: 50%
100% HDV50/50100% FIFAX
Portfolio after 10yr
$31.8K
Annual income
$1,141.27/yr
Blended yield
3.59%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FIFAX buys
0
HDV buys
0
No recent congressional trades found for FIFAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFIFAXHDV
Forward yield10.18%2.92%
Annual dividend / share$2.68$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$39.2K$24.3K
Annual income after 10y$1,929.82$352.73
Total dividends collected$14.7K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFIFAX PortfolioFIFAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,718$1,018.17$11,002$292.38+$716.00FIFAX
2$13,654$1,115.06$12,084$300.36+$1.6KFIFAX
3$15,823$1,214.22$13,250$308.02+$2.6KFIFAX
4$18,246$1,315.14$14,506$315.35+$3.7KFIFAX
5$20,941$1,417.30$15,858$322.35+$5.1KFIFAX
6$23,927$1,520.19$17,313$329.04+$6.6KFIFAX
7$27,225$1,623.32$18,878$335.42+$8.3KFIFAX
8$30,857$1,726.25$20,560$341.49+$10.3KFIFAX
9$34,846$1,828.55$22,367$347.25+$12.5KFIFAX
10$39,215$1,929.82$24,307$352.73+$14.9KFIFAX

FIFAX vs HDV: Complete Analysis 2026

FIFAXStock

Normally the fund invests primarily in income-producing securities. These include equity securities, such as dividend-paying common stocks, and debt securities, such as interest-paying bonds. Generally at least 60% of the fund's assets will be invested in common stocks and other equity-type securities. The fund may also invest up to 30% of its assets in common stocks and other equity-type securities of issuers domiciled outside the United States, including issuers in developing countries.

Full FIFAX 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.