Is FUNDX or HDV a better dividend investment in 2026?

FUNDX currently yields 4.36% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: FUNDX offers higher current income.

What is the dividend yield difference between FUNDX and HDV?

FUNDX has a forward dividend yield of 4.36% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 1.44 percentage points.

Home › Compare › FUNDX vs HDV

FUNDX vs HDV: Dividend Comparison 2026

FUNDX yields 4.36% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 FUNDX wins by $2.3K in total portfolio value

INVESTMENT

TIME HORIZON10 years

FUNDX

● Live price

4.36%

Share price

$45.91

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.6K

Annual income

$576.01

Full FUNDX 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 — FUNDX vs HDV

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

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Oct

—

Nov

—

Dec

—

FUNDX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

FUNDX

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

$370.29/yr

After 10yr DRIP, annual income (after tax)

$489.61/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, FUNDX beats the other by $189.79/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 FUNDX + HDV for your $10,000?

FUNDX: 50%HDV: 50%

100% HDV50/50100% FUNDX

Portfolio after 10yr

$25.4K

Annual income

$464.36/yr

Blended yield

1.82%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FUNDX buys

HDV buys

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

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

MetricFUNDXHDV

Forward yield	4.36% ✓	2.92%
Annual dividend / share	$2.00	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$26.6K ✓	$24.3K
Annual income after 10y	$576.01 ✓	$352.73
Total dividends collected	$5.1K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	FUNDX Portfolio	FUNDX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,136	$435.63	$11,002	$292.38	+$134.00 → FUNDX
2	$12,369	$453.37	$12,084	$300.36	+$285.00 → FUNDX
3	$13,705	$470.62	$13,250	$308.02	+$455.00 → FUNDX
4	$15,152	$487.36	$14,506	$315.35	+$646.00 → FUNDX
5	$16,716	$503.55	$15,858	$322.35	+$858.00 → FUNDX
6	$18,405	$519.20	$17,313	$329.04	+$1.1K → FUNDX
7	$20,228	$534.27	$18,878	$335.42	+$1.4K → FUNDX
8	$22,192	$548.76	$20,560	$341.49	+$1.6K → FUNDX
9	$24,309	$562.67	$22,367	$347.25	+$1.9K → FUNDX
10	$26,586	$576.01	$24,307	$352.73	+$2.3K → FUNDX

FUNDX vs HDV: Complete Analysis 2026

FUNDX — Stock

The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds, including ETFs. The Advisor actively manages the fund's portfolio using a proprietary investment strategy called Upgrading, which seeks to capture global market trends. The Advisor invests in the underlying funds that the fund's manager considers to be in sync with current market leadership.

Full FUNDX 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.