HomeCompareFYMRX vs HDV

FYMRX vs HDV: Dividend Comparison 2026

FYMRX yields 3.78% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FYMRX wins by $1.3K in total portfolio value
10 years
FYMRX
FYMRX
● Live price
3.78%
Share price
$11.58
Annual div
$0.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.6K
Annual income
$482.29
Full FYMRX 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 — FYMRX vs HDV

📍 FYMRX 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 PeriodFYMRXHDV
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, FYMRX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FYMRX
Annual income on $10K today (after 15% tax)
$321.50/yr
After 10yr DRIP, annual income (after tax)
$409.95/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, FYMRX beats the other by $110.13/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FYMRX: 50%HDV: 50%
100% HDV50/50100% FYMRX
Portfolio after 10yr
$24.9K
Annual income
$417.50/yr
Blended yield
1.67%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FYMRX buys
0
HDV buys
0
No recent congressional trades found for FYMRX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFYMRXHDV
Forward yield3.78%2.92%
Annual dividend / share$0.44$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.6K$24.3K
Annual income after 10y$482.29$352.73
Total dividends collected$4.3K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFYMRX PortfolioFYMRX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,078$378.24$11,002$292.38+$76.00FYMRX
2$12,245$391.61$12,084$300.36+$161.00FYMRX
3$13,507$404.55$13,250$308.02+$257.00FYMRX
4$14,870$417.04$14,506$315.35+$364.00FYMRX
5$16,340$429.07$15,858$322.35+$482.00FYMRX
6$17,924$440.64$17,313$329.04+$611.00FYMRX
7$19,630$451.75$18,878$335.42+$752.00FYMRX
8$21,467$462.39$20,560$341.49+$907.00FYMRX
9$23,442$472.57$22,367$347.25+$1.1KFYMRX
10$25,565$482.29$24,307$352.73+$1.3KFYMRX

FYMRX vs HDV: Complete Analysis 2026

FYMRXStock

The fund invests at least 80% of assets in Fidelity® Funds (including mutual funds and ETFs) that invest in securities of issuers that the Adviser believes have proven or improving sustainability practices based on an evaluation of such issuer’s individual environmental, social, and governance (ESG) profile and in Fidelity® index funds that track an ESG index. Allocating assets according to a neutral asset allocation strategy in which 70% of the fund’s assets are allocated to underlying Fidelity® U.S. and international equity mutual funds and ETFs and 30% to underlying Fidelity® bond mutual funds and ETFs.

Full FYMRX 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.