HomeCompareFOHTX vs HDV

FOHTX vs HDV: Dividend Comparison 2026

FOHTX yields 3.36% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FOHTX wins by $525.00 in total portfolio value
10 years
FOHTX
FOHTX
● Live price
3.36%
Share price
$10.59
Annual div
$0.36
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.8K
Annual income
$416.64
Full FOHTX 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 — FOHTX vs HDV

📍 FOHTX 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 PeriodFOHTXHDV
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, FOHTX + HDV cover 0 of 12 monthsgood coverage

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

FOHTX
Annual income on $10K today (after 15% tax)
$285.34/yr
After 10yr DRIP, annual income (after tax)
$354.14/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, FOHTX beats the other by $54.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FOHTX: 50%HDV: 50%
100% HDV50/50100% FOHTX
Portfolio after 10yr
$24.6K
Annual income
$384.68/yr
Blended yield
1.57%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FOHTX buys
0
HDV buys
0
No recent congressional trades found for FOHTX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFOHTXHDV
Forward yield3.36%2.92%
Annual dividend / share$0.36$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.8K$24.3K
Annual income after 10y$416.64$352.73
Total dividends collected$3.8K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFOHTX PortfolioFOHTX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,036$335.69$11,002$292.38+$34.00FOHTX
2$12,154$346.23$12,084$300.36+$70.00FOHTX
3$13,362$356.38$13,250$308.02+$112.00FOHTX
4$14,663$366.14$14,506$315.35+$157.00FOHTX
5$16,065$375.52$15,858$322.35+$207.00FOHTX
6$17,574$384.51$17,313$329.04+$261.00FOHTX
7$19,197$393.11$18,878$335.42+$319.00FOHTX
8$20,942$401.33$20,560$341.49+$382.00FOHTX
9$22,818$409.17$22,367$347.25+$451.00FOHTX
10$24,832$416.64$24,307$352.73+$525.00FOHTX

FOHTX vs HDV: Complete Analysis 2026

FOHTXStock

The investment seeks to provide the investors with as high a level of current interest income exempt from regular federal, Ohio State and, in some cases, Ohio local income taxes as is consistent with preservation of capital. Under normal market conditions, the fund invests at least 80% of its net assets in investment grade municipal bonds rated BBB/Baa or higher at the time of purchase by at least one independent rating agency, or, if unrated, judged by the fund's sub-adviser to be of comparable quality. It may invest up to 20% of its net assets in below investment grade municipal bonds, commonly referred to as "high yield" or "junk" bonds.

Full FOHTX 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.