Is HFERX or HDV a better dividend investment in 2026?

HFERX currently yields 1.54% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: HDV offers higher current income.

What is the dividend yield difference between HFERX and HDV?

HFERX has a forward dividend yield of 1.54% ($0.85/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 1.38 percentage points.

Home › Compare › HFERX vs HDV

HFERX vs HDV: Dividend Comparison 2026

HFERX yields 1.54% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 HDV wins by $2.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

HFERX

● Live price

1.54%

Share price

$55.09

Annual div

$0.85

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$21.9K

Annual income

$169.66

Full HFERX 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 — HFERX vs HDV

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

HFERX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

HFERX

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

$130.56/yr

After 10yr DRIP, annual income (after tax)

$144.21/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, HDV beats the other by $155.61/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

HFERX: 50%HDV: 50%

100% HDV50/50100% HFERX

Portfolio after 10yr

$23.1K

Annual income

$261.19/yr

Blended yield

1.13%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFERX buys

HDV buys

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

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

MetricHFERXHDV

Forward yield	1.54%	2.92% ✓
Annual dividend / share	$0.85	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$21.9K	$24.3K ✓
Annual income after 10y	$169.66	$352.73 ✓
Total dividends collected	$1.6K	$3.2K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	HFERX Portfolio	HFERX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$10,854	$153.59	$11,002	$292.38	$148.00 → HDV
2	$11,769	$155.80	$12,084	$300.36	$315.00 → HDV
3	$12,751	$157.89	$13,250	$308.02	$499.00 → HDV
4	$13,803	$159.87	$14,506	$315.35	$703.00 → HDV
5	$14,931	$161.74	$15,858	$322.35	$927.00 → HDV
6	$16,140	$163.51	$17,313	$329.04	$1.2K → HDV
7	$17,435	$165.19	$18,878	$335.42	$1.4K → HDV
8	$18,822	$166.77	$20,560	$341.49	$1.7K → HDV
9	$20,308	$168.26	$22,367	$347.25	$2.1K → HDV
10	$21,899	$169.66	$24,307	$352.73	$2.4K → HDV

HFERX vs HDV: Complete Analysis 2026

HFERX — Stock

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of European companies. Equity securities include secondary offerings, common stocks, and related securities, such as preferred stocks and convertible securities. It has no limits on the geographic asset distribution of its investments within Europe.

Full HFERX 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.