HomeCompareFRQIX vs HDV

FRQIX vs HDV: Dividend Comparison 2026

FRQIX yields 3.05% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FRQIX wins by $17.00 in total portfolio value
10 years
FRQIX
FRQIX
● Live price
3.05%
Share price
$56.37
Annual div
$1.72
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$371.15
Full FRQIX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — FRQIX vs HDV

📍 FRQIX 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 PeriodFRQIXHDV
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, FRQIX + HDV cover 0 of 12 monthsgood coverage

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

FRQIX
Annual income on $10K today (after 15% tax)
$259.21/yr
After 10yr DRIP, annual income (after tax)
$315.48/yr
HDV
Annual income on $10K today (after 15% tax)
$247.92/yr
After 10yr DRIP, annual income (after tax)
$298.95/yr
At 15% tax rate, FRQIX beats the other by $16.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FRQIX: 50%HDV: 50%
100% HDV50/50100% FRQIX
Portfolio after 10yr
$24.3K
Annual income
$361.43/yr
Blended yield
1.49%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FRQIX buys
0
HDV buys
0
No recent congressional trades found for FRQIX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFRQIXHDV
Forward yield3.05%2.92%
Annual dividend / share$1.72$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.3K$24.3K
Annual income after 10y$371.15$351.71
Total dividends collected$3.4K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFRQIX PortfolioFRQIX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,005$304.95$11,002$291.67+$3.00FRQIX
2$12,089$313.64$12,082$299.61+$7.00FRQIX
3$13,257$321.99$13,247$307.23+$10.00FRQIX
4$14,515$330.01$14,503$314.52+$12.00FRQIX
5$15,869$337.69$15,854$321.50+$15.00FRQIX
6$17,325$345.03$17,308$328.15+$17.00FRQIX
7$18,890$352.04$18,871$334.49+$19.00FRQIX
8$20,571$358.73$20,551$340.53+$20.00FRQIX
9$22,376$365.09$22,357$346.27+$19.00FRQIX
10$24,313$371.15$24,296$351.71+$17.00FRQIX

FRQIX vs HDV: Complete Analysis 2026

FRQIXStock

The investment seeks total return until its horizon date through a combination of current income and capital growth. The fund invests in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a neutral asset allocation strategy.

Full FRQIX 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.