HomeCompareFPA vs HDV

FPA vs HDV: Dividend Comparison 2026

FPA yields 4.66% · HDV yields 2.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 FPA wins by $2.8K in total portfolio value
10 years
FPA
FPA
● Live price
4.66%
Share price
$42.40
Annual div
$1.98
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.1K
Annual income
$628.05
Full FPA 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 — FPA vs HDV

📍 FPA 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 PeriodFPAHDV
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, FPA + HDV cover 0 of 12 monthsgood coverage

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

FPA
Annual income on $10K today (after 15% tax)
$396.09/yr
After 10yr DRIP, annual income (after tax)
$533.84/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, FPA beats the other by $234.02/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FPA: 50%HDV: 50%
100% HDV50/50100% FPA
Portfolio after 10yr
$25.7K
Annual income
$490.38/yr
Blended yield
1.91%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FPA buys
0
HDV buys
0
No recent congressional trades found for FPA or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFPAHDV
Forward yield4.66%2.92%
Annual dividend / share$1.98$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.1K$24.3K
Annual income after 10y$628.05$352.73
Total dividends collected$5.5K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFPA PortfolioFPA Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,166$465.99$11,002$292.38+$164.00FPA
2$12,434$486.28$12,084$300.36+$350.00FPA
3$13,810$506.08$13,250$308.02+$560.00FPA
4$15,302$525.33$14,506$315.35+$796.00FPA
5$16,918$544.00$15,858$322.35+$1.1KFPA
6$18,664$562.08$17,313$329.04+$1.4KFPA
7$20,550$579.53$18,878$335.42+$1.7KFPA
8$22,585$596.35$20,560$341.49+$2.0KFPA
9$24,778$612.52$22,367$347.25+$2.4KFPA
10$27,141$628.05$24,307$352.73+$2.8KFPA

FPA vs HDV: Complete Analysis 2026

FPAStock

The First Trust Asia Pacific ex-Japan AlphaDEX Fund is an exchange-traded fund. The investment objective of the Fund is to seek investment results that correspond generally to the price and yield, before the Fund's fees and expenses, of an equity index called the Nasdaq AlphaDEX Asia Pacific Ex-Japan Index.

Full FPA 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.