HomeCompareFOCPX vs HDV

FOCPX vs HDV: Dividend Comparison 2026

FOCPX yields 8.43% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FOCPX wins by $10.6K in total portfolio value
10 years
FOCPX
FOCPX
● Live price
8.43%
Share price
$22.39
Annual div
$1.89
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.0K
Annual income
$1,436.64
Full FOCPX 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 — FOCPX vs HDV

📍 FOCPX 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 PeriodFOCPXHDV
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, FOCPX + HDV cover 0 of 12 monthsgood coverage

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

FOCPX
Annual income on $10K today (after 15% tax)
$716.75/yr
After 10yr DRIP, annual income (after tax)
$1,221.14/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, FOCPX beats the other by $921.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FOCPX: 50%HDV: 50%
100% HDV50/50100% FOCPX
Portfolio after 10yr
$29.6K
Annual income
$894.68/yr
Blended yield
3.02%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FOCPX buys
0
HDV buys
0
No recent congressional trades found for FOCPX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFOCPXHDV
Forward yield8.43%2.92%
Annual dividend / share$1.89$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.0K$24.3K
Annual income after 10y$1,436.64$352.73
Total dividends collected$11.4K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFOCPX PortfolioFOCPX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,543$843.23$11,002$292.38+$541.00FOCPX
2$13,261$909.69$12,084$300.36+$1.2KFOCPX
3$15,166$976.69$13,250$308.02+$1.9KFOCPX
4$17,271$1,043.91$14,506$315.35+$2.8KFOCPX
5$19,591$1,111.07$15,858$322.35+$3.7KFOCPX
6$22,141$1,177.87$17,313$329.04+$4.8KFOCPX
7$24,935$1,244.05$18,878$335.42+$6.1KFOCPX
8$27,989$1,309.38$20,560$341.49+$7.4KFOCPX
9$31,322$1,373.64$22,367$347.25+$9.0KFOCPX
10$34,952$1,436.64$24,307$352.73+$10.6KFOCPX

FOCPX vs HDV: Complete Analysis 2026

FOCPXStock

The fund invests primarily in common stocks. It normally invests at least 80% of assets in securities principally traded on NASDAQ® or an over-the-counter (OTC) market, which has more small and medium-sized companies than other markets. The fund invests more than 25% of total assets in the technology sector. It invests in domestic and foreign issuers. The fund invests in either growth stocks or value stocks or both. It is non-diversified.

Full FOCPX 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.