HomeCompareHFQTX vs HDV

HFQTX vs HDV: Dividend Comparison 2026

HFQTX yields 6.55% · HDV yields 2.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HFQTX wins by $6.5K in total portfolio value
10 years
HFQTX
HFQTX
● Live price
6.55%
Share price
$7.53
Annual div
$0.49
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.8K
Annual income
$994.48
Full HFQTX 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 — HFQTX vs HDV

📍 HFQTX 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 PeriodHFQTXHDV
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, HFQTX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HFQTX
Annual income on $10K today (after 15% tax)
$557.12/yr
After 10yr DRIP, annual income (after tax)
$845.31/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, HFQTX beats the other by $545.49/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFQTX: 50%HDV: 50%
100% HDV50/50100% HFQTX
Portfolio after 10yr
$27.6K
Annual income
$673.60/yr
Blended yield
2.44%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFQTX buys
0
HDV buys
0
No recent congressional trades found for HFQTX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFQTXHDV
Forward yield6.55%2.92%
Annual dividend / share$0.49$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.8K$24.3K
Annual income after 10y$994.48$352.73
Total dividends collected$8.3K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHFQTX PortfolioHFQTX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,355$655.43$11,002$292.38+$353.00HFQTX
2$12,846$695.58$12,084$300.36+$762.00HFQTX
3$14,481$735.40$13,250$308.02+$1.2KHFQTX
4$16,269$774.75$14,506$315.35+$1.8KHFQTX
5$18,221$813.49$15,858$322.35+$2.4KHFQTX
6$20,348$851.50$17,313$329.04+$3.0KHFQTX
7$22,661$888.69$18,878$335.42+$3.8KHFQTX
8$25,172$924.96$20,560$341.49+$4.6KHFQTX
9$27,895$960.25$22,367$347.25+$5.5KHFQTX
10$30,842$994.48$24,307$352.73+$6.5KHFQTX

HFQTX vs HDV: Complete Analysis 2026

HFQTXStock

The fund pursues its investment objectives by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of income-producing equity securities, such as common and preferred dividend-paying stocks. The adviser invests in U.S. and non-U.S. issuers and will typically invest at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States.

Full HFQTX 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.