HomeCompareFPHAX vs HDV

FPHAX vs HDV: Dividend Comparison 2026

FPHAX yields 3.25% · HDV yields 2.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 FPHAX wins by $338.00 in total portfolio value
10 years
FPHAX
FPHAX
● Live price
3.25%
Share price
$30.12
Annual div
$0.98
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.6K
Annual income
$400.19
Full FPHAX 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 — FPHAX vs HDV

📍 FPHAX 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 PeriodFPHAXHDV
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, FPHAX + HDV cover 0 of 12 monthsgood coverage

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

FPHAX
Annual income on $10K today (after 15% tax)
$276.00/yr
After 10yr DRIP, annual income (after tax)
$340.16/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, FPHAX beats the other by $40.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FPHAX: 50%HDV: 50%
100% HDV50/50100% FPHAX
Portfolio after 10yr
$24.5K
Annual income
$376.45/yr
Blended yield
1.54%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FPHAX buys
0
HDV buys
0
No recent congressional trades found for FPHAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFPHAXHDV
Forward yield3.25%2.92%
Annual dividend / share$0.98$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.6K$24.3K
Annual income after 10y$400.19$352.73
Total dividends collected$3.6K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFPHAX PortfolioFPHAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,025$324.70$11,002$292.38+$23.00FPHAX
2$12,131$334.55$12,084$300.36+$47.00FPHAX
3$13,324$344.04$13,250$308.02+$74.00FPHAX
4$14,610$353.16$14,506$315.35+$104.00FPHAX
5$15,995$361.91$15,858$322.35+$137.00FPHAX
6$17,485$370.29$17,313$329.04+$172.00FPHAX
7$19,087$378.30$18,878$335.42+$209.00FPHAX
8$20,809$385.95$20,560$341.49+$249.00FPHAX
9$22,659$393.24$22,367$347.25+$292.00FPHAX
10$24,645$400.19$24,307$352.73+$338.00FPHAX

FPHAX vs HDV: Complete Analysis 2026

FPHAXStock

The fund normally invests at least 80% of assets in companies engaged in the research, development, manufacture, sale, or distribution of pharmaceuticals and drugs of all types. It invests in domestic and foreign issuers. The fund invests primarily in common stocks. It 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. The fund is non-diversified.

Full FPHAX 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.