HomeCompareHFAAX vs HDV

HFAAX vs HDV: Dividend Comparison 2026

HFAAX yields 3.68% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HFAAX wins by $1.1K in total portfolio value
10 years
HFAAX
HFAAX
● Live price
3.68%
Share price
$7.75
Annual div
$0.29
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.4K
Annual income
$466.60
Full HFAAX 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 — HFAAX vs HDV

📍 HFAAX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodHFAAXHDV
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, HFAAX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HFAAX
Annual income on $10K today (after 15% tax)
$313.02/yr
After 10yr DRIP, annual income (after tax)
$396.61/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, HFAAX beats the other by $96.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFAAX: 50%HDV: 50%
100% HDV50/50100% HFAAX
Portfolio after 10yr
$24.9K
Annual income
$409.66/yr
Blended yield
1.65%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFAAX buys
0
HDV buys
0
No recent congressional trades found for HFAAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFAAXHDV
Forward yield3.68%2.92%
Annual dividend / share$0.29$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.4K$24.3K
Annual income after 10y$466.60$352.73
Total dividends collected$4.2K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHFAAX PortfolioHFAAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,068$368.26$11,002$292.38+$66.00HFAAX
2$12,224$380.93$12,084$300.36+$140.00HFAAX
3$13,473$393.18$13,250$308.02+$223.00HFAAX
4$14,821$405.00$14,506$315.35+$315.00HFAAX
5$16,275$416.38$15,858$322.35+$417.00HFAAX
6$17,841$427.32$17,313$329.04+$528.00HFAAX
7$19,528$437.80$18,878$335.42+$650.00HFAAX
8$21,343$447.84$20,560$341.49+$783.00HFAAX
9$23,294$457.44$22,367$347.25+$927.00HFAAX
10$25,391$466.60$24,307$352.73+$1.1KHFAAX

HFAAX vs HDV: Complete Analysis 2026

HFAAXStock

The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in bonds or other income-producing debt-related securities from developed countries. The managers intend to invest at least 40% of the fund's net assets outside of the United States and in at least three different countries.

Full HFAAX 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 →
📬

Get this HFAAX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HFAAX vs SCHDHFAAX vs JEPIHFAAX vs OHFAAX vs KOHFAAX vs MAINHFAAX vs VYMHFAAX vs DVYHFAAX vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.