Is FOSFX or HDV a better dividend investment in 2026?

FOSFX currently yields 5.17% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: FOSFX offers higher current income.

What is the dividend yield difference between FOSFX and HDV?

FOSFX has a forward dividend yield of 5.17% ($3.50/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 2.25 percentage points.

Home › Compare › FOSFX vs HDV

FOSFX vs HDV: Dividend Comparison 2026

FOSFX yields 5.17% · HDV yields 2.92%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 FOSFX wins by $3.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

FOSFX

● Live price

5.17%

Share price

$67.82

Annual div

$3.51

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.1K

Annual income

$719.15

Full FOSFX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — FOSFX vs HDV

📍 FOSFX 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 Period	FOSFX	HDV
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, FOSFX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

FOSFX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

FOSFX

Annual income on $10K today (after 15% tax)

$439.29/yr

After 10yr DRIP, annual income (after tax)

$611.28/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, FOSFX beats the other by $311.46/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

FOSFX: 50%HDV: 50%

100% HDV50/50100% FOSFX

Portfolio after 10yr

$26.2K

Annual income

$535.93/yr

Blended yield

2.05%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FOSFX buys

HDV buys

No recent congressional trades found for FOSFX or HDV in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricFOSFXHDV

Forward yield	5.17% ✓	2.92%
Annual dividend / share	$3.51	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$28.1K ✓	$24.3K
Annual income after 10y	$719.15 ✓	$352.73
Total dividends collected	$6.2K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	FOSFX Portfolio	FOSFX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,217	$516.81	$11,002	$292.38	+$215.00 → FOSFX
2	$12,544	$541.77	$12,084	$300.36	+$460.00 → FOSFX
3	$13,988	$566.23	$13,250	$308.02	+$738.00 → FOSFX
4	$15,557	$590.11	$14,506	$315.35	+$1.1K → FOSFX
5	$17,260	$613.38	$15,858	$322.35	+$1.4K → FOSFX
6	$19,104	$635.98	$17,313	$329.04	+$1.8K → FOSFX
7	$21,099	$657.88	$18,878	$335.42	+$2.2K → FOSFX
8	$23,255	$679.06	$20,560	$341.49	+$2.7K → FOSFX
9	$25,582	$699.48	$22,367	$347.25	+$3.2K → FOSFX
10	$28,092	$719.15	$24,307	$352.73	+$3.8K → FOSFX

FOSFX vs HDV: Complete Analysis 2026

FOSFX — Stock

The fund normally invests at least 80% of assets in non-U.S. securities. It normally invests primarily in common stocks. The adviser allocates investments across different countries and regions. The adviser uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

Full FOSFX 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.