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FIMVX vs HDV: Dividend Comparison 2026

FIMVX yields 2.39% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $1.1K in total portfolio value
10 years
FIMVX
FIMVX
● Live price
2.39%
Share price
$30.46
Annual div
$0.73
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.2K
Annual income
$279.33
Full FIMVX 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 — FIMVX vs HDV

📍 HDV pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodFIMVXHDV
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, FIMVX + HDV cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
FIMVX pays
HDV pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

FIMVX
Annual income on $10K today (after 15% tax)
$203.43/yr
After 10yr DRIP, annual income (after tax)
$237.43/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, HDV beats the other by $61.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FIMVX: 50%HDV: 50%
100% HDV50/50100% FIMVX
Portfolio after 10yr
$23.8K
Annual income
$315.53/yr
Blended yield
1.33%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FIMVX buys
0
HDV buys
0
No recent congressional trades found for FIMVX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFIMVXHDV
Forward yield2.39%2.92% ✓
Annual dividend / share$0.73$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.2K$24.3K ✓
Annual income after 10y$279.33$351.71 ✓
Total dividends collected$2.6K$3.2K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFIMVX PortfolioFIMVX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,939$239.33$11,002$291.67$63.00 → HDV
2$11,950$244.68$12,082$299.61$132.00 → HDV
3$13,036$249.80$13,247$307.23$211.00 → HDV
4$14,203$254.68$14,503$314.52$300.00 → HDV
5$15,457$259.33$15,854$321.50$397.00 → HDV
6$16,803$263.75$17,308$328.15$505.00 → HDV
7$18,247$267.96$18,871$334.49$624.00 → HDV
8$19,796$271.95$20,551$340.53$755.00 → HDV
9$21,457$275.74$22,357$346.27$900.00 → HDV
10$23,239$279.33$24,296$351.71$1.1K → HDV

FIMVX vs HDV: Complete Analysis 2026

FIMVX — Stock

The fund normally invests at least 80% of assets in securities included in the Russell Midcap® Value Index, which is a market capitalization-weighted index designed to measure the performance of the mid-cap value segment of the U.S. equity market.

Full FIMVX Calculator →

HDV — ETF

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.