HomeCompareFWWFX vs HDV

FWWFX vs HDV: Dividend Comparison 2026

FWWFX yields 12.38% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FWWFX wins by $20.9K in total portfolio value
10 years
FWWFX
FWWFX
● Live price
12.38%
Share price
$33.82
Annual div
$4.19
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.2K
Annual income
$2,679.13
Full FWWFX 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 — FWWFX vs HDV

📍 FWWFX 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 PeriodFWWFXHDV
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, FWWFX + HDV cover 0 of 12 monthsgood coverage

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

FWWFX
Annual income on $10K today (after 15% tax)
$1,052.57/yr
After 10yr DRIP, annual income (after tax)
$2,277.26/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, FWWFX beats the other by $1,977.44/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FWWFX: 50%HDV: 50%
100% HDV50/50100% FWWFX
Portfolio after 10yr
$34.8K
Annual income
$1,515.93/yr
Blended yield
4.36%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FWWFX buys
0
HDV buys
0
No recent congressional trades found for FWWFX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFWWFXHDV
Forward yield12.38%2.92%
Annual dividend / share$4.19$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$45.2K$24.3K
Annual income after 10y$2,679.13$352.73
Total dividends collected$19.4K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFWWFX PortfolioFWWFX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,938$1,238.32$11,002$292.38+$936.00FWWFX
2$14,156$1,381.63$12,084$300.36+$2.1KFWWFX
3$16,678$1,531.07$13,250$308.02+$3.4KFWWFX
4$19,531$1,685.84$14,506$315.35+$5.0KFWWFX
5$22,743$1,845.10$15,858$322.35+$6.9KFWWFX
6$26,343$2,008.00$17,313$329.04+$9.0KFWWFX
7$30,361$2,173.69$18,878$335.42+$11.5KFWWFX
8$34,827$2,341.32$20,560$341.49+$14.3KFWWFX
9$39,775$2,510.06$22,367$347.25+$17.4KFWWFX
10$45,239$2,679.13$24,307$352.73+$20.9KFWWFX

FWWFX vs HDV: Complete Analysis 2026

FWWFXStock

The fund invests in securities issued throughout the world. It normally invests primarily in common stocks. The advisor allocates investments across different countries and regions. The advisor 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.

Full FWWFX 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.