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FTRSX vs HDV: Dividend Comparison 2026

FTRSX yields 3.74% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FTRSX wins by $1.2K in total portfolio value
10 years
FTRSX
FTRSX
● Live price
3.74%
Share price
$53.42
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.5K
Annual income
$476.22
Full FTRSX 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 — FTRSX vs HDV

📍 FTRSX 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 PeriodFTRSXHDV
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%.
📅

Dividend Calendar Overlap

Combined, FTRSX + HDV cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
FTRSX pays
HDV pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

FTRSX
Annual income on $10K today (after 15% tax)
$318.23/yr
After 10yr DRIP, annual income (after tax)
$404.79/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, FTRSX beats the other by $105.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FTRSX: 50%HDV: 50%
100% HDV50/50100% FTRSX
Portfolio after 10yr
$24.9K
Annual income
$413.97/yr
Blended yield
1.66%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FTRSX buys
0
HDV buys
0
No recent congressional trades found for FTRSX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFTRSXHDV
Forward yield3.74% ✓2.92%
Annual dividend / share$2.00$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.5K ✓$24.3K
Annual income after 10y$476.22 ✓$351.71
Total dividends collected$4.3K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFTRSX PortfolioFTRSX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,074$374.39$11,002$291.67+$72.00 → FTRSX
2$12,237$387.49$12,082$299.61+$155.00 → FTRSX
3$13,494$400.16$13,247$307.23+$247.00 → FTRSX
4$14,851$412.39$14,503$314.52+$348.00 → FTRSX
5$16,315$424.17$15,854$321.50+$461.00 → FTRSX
6$17,892$435.49$17,308$328.15+$584.00 → FTRSX
7$19,591$446.36$18,871$334.49+$720.00 → FTRSX
8$21,419$456.77$20,551$340.53+$868.00 → FTRSX
9$23,385$466.72$22,357$346.27+$1.0K → FTRSX
10$25,498$476.22$24,296$351.71+$1.2K → FTRSX

FTRSX vs HDV: Complete Analysis 2026

FTRSX — Stock

FTRSX is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in FTRSX shares.

Full FTRSX 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.