Is HFDRX or DVY a better dividend investment in 2026?

HFDRX currently yields 9.80% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: HFDRX offers higher current income.

What is the dividend yield difference between HFDRX and DVY?

HFDRX has a forward dividend yield of 9.80% ($1.80/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 6.30 percentage points.

Home › Compare › HFDRX vs DVY

HFDRX vs DVY: Dividend Comparison 2026

HFDRX yields 9.80% · DVY yields 3.50%● Live data

vsPost on X →

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

🏆 HFDRX wins by $13.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

HFDRX

● Live price

9.80%

Share price

$18.37

Annual div

$1.80

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$38.2K

Annual income

$1,813.57

Full HFDRX calculator →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — HFDRX vs DVY

📍 HFDRX 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	HFDRX	DVY
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, HFDRX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

—

HFDRX pays

DVY pays

Both pay

Neither

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Tax Bracket Optimizer

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

HFDRX

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

$832.60/yr

After 10yr DRIP, annual income (after tax)

$1,541.53/yr

DVY

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

$297.17/yr

After 10yr DRIP, annual income (after tax)

$372.11/yr

At 15% tax rate, HFDRX beats the other by $1,169.42/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 HFDRX + DVY for your $10,000?

HFDRX: 50%DVY: 50%

100% DVY50/50100% HFDRX

Portfolio after 10yr

$31.7K

Annual income

$1,125.68/yr

Blended yield

3.56%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFDRX buys

DVY buys

No recent congressional trades found for HFDRX or DVY in the last 90 days.

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

MetricHFDRXDVY

Forward yield	9.80% ✓	3.50%
Annual dividend / share	$1.80	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$38.2K ✓	$25.1K
Annual income after 10y	$1,813.57 ✓	$437.78
Total dividends collected	$14.0K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

Year-by-year: HFDRX vs DVY ($10,000, DRIP)

Year	HFDRX Portfolio	HFDRX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,680	$979.53	$11,050	$349.62	+$630.00 → HFDRX
2	$13,566	$1,069.20	$12,184	$361.04	+$1.4K → HFDRX
3	$15,677	$1,160.68	$13,409	$372.07	+$2.3K → HFDRX
4	$18,027	$1,253.49	$14,730	$382.68	+$3.3K → HFDRX
5	$20,637	$1,347.16	$16,154	$392.89	+$4.5K → HFDRX
6	$23,522	$1,441.24	$17,688	$402.69	+$5.8K → HFDRX
7	$26,704	$1,535.31	$19,338	$412.07	+$7.4K → HFDRX
8	$30,202	$1,628.97	$21,113	$421.04	+$9.1K → HFDRX
9	$34,039	$1,721.83	$23,020	$429.61	+$11.0K → HFDRX
10	$38,235	$1,813.57	$25,070	$437.78	+$13.2K → HFDRX

HFDRX vs DVY: Complete Analysis 2026

HFDRX — Stock

The investment seeks capital appreciation. Under normal circumstances, the fund invests primarily in equity securities. It normally invests at least 80% of its assets in securities of mid cap companies located in the United States. The fund may also invest in equity securities of micro cap companies, small cap companies or large cap companies if the Sub-Adviser believes they offer the potential for capital appreciation. It may invest in common and preferred stocks, as well as in over-the-counter securities.

Full HFDRX Calculator →

DVY — ETF

The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full DVY 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.