HomeCompareFLMFX vs HDV

FLMFX vs HDV: Dividend Comparison 2026

FLMFX yields 5.58% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FLMFX wins by $4.6K in total portfolio value
10 years
FLMFX
FLMFX
● Live price
5.58%
Share price
$9.59
Annual div
$0.54
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.9K
Annual income
$796.70
Full FLMFX 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 — FLMFX vs HDV

📍 FLMFX 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 PeriodFLMFXHDV
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, FLMFX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FLMFX
Annual income on $10K today (after 15% tax)
$474.27/yr
After 10yr DRIP, annual income (after tax)
$677.20/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, FLMFX beats the other by $377.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FLMFX: 50%HDV: 50%
100% HDV50/50100% FLMFX
Portfolio after 10yr
$26.6K
Annual income
$574.71/yr
Blended yield
2.16%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FLMFX buys
0
HDV buys
0
No recent congressional trades found for FLMFX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFLMFXHDV
Forward yield5.58%2.92%
Annual dividend / share$0.54$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.9K$24.3K
Annual income after 10y$796.70$352.73
Total dividends collected$6.8K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFLMFX PortfolioFLMFX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,258$557.97$11,002$292.38+$256.00FLMFX
2$12,633$587.06$12,084$300.36+$549.00FLMFX
3$14,133$615.67$13,250$308.02+$883.00FLMFX
4$15,766$643.71$14,506$315.35+$1.3KFLMFX
5$17,541$671.12$15,858$322.35+$1.7KFLMFX
6$19,467$697.81$17,313$329.04+$2.2KFLMFX
7$21,553$723.76$18,878$335.42+$2.7KFLMFX
8$23,811$748.91$20,560$341.49+$3.3KFLMFX
9$26,251$773.23$22,367$347.25+$3.9KFLMFX
10$28,885$796.70$24,307$352.73+$4.6KFLMFX

FLMFX vs HDV: Complete Analysis 2026

FLMFXStock

The fund pursues its investment objective by investing primarily in common and preferred stocks. It may also invest in equity investment companies ("underlying funds"), which include domestic and foreign mutual funds, as well as in exchange traded funds ("ETFs"), closed-end funds, and unit investment trusts. The fund may invest in index funds and index-based investments.

Full FLMFX 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 →
📬

Get this FLMFX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FLMFX vs SCHDFLMFX vs JEPIFLMFX vs OFLMFX vs KOFLMFX vs MAINFLMFX vs VYMFLMFX vs DVYFLMFX vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.