HomeCompareHSFNX vs DIVO

HSFNX vs DIVO: Dividend Comparison 2026

HSFNX yields 10.80% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HSFNX wins by $10.1K in total portfolio value
10 years
HSFNX
HSFNX
● Live price
10.80%
Share price
$27.89
Annual div
$3.01
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.8K
Annual income
$2,126.26
Full HSFNX calculator →
DIVO
DIVO
● Live price
6.49%
Share price
$44.85
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$981.68
Full DIVO calculator →

Portfolio growth — HSFNX vs DIVO

📍 HSFNX 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 PeriodHSFNXDIVO
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, HSFNX + DIVO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HSFNX pays
DIVO pays
Both pay
Neither
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Tax Bracket Optimizer

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

HSFNX
Annual income on $10K today (after 15% tax)
$918.35/yr
After 10yr DRIP, annual income (after tax)
$1,807.32/yr
DIVO
Annual income on $10K today (after 15% tax)
$552.00/yr
After 10yr DRIP, annual income (after tax)
$834.43/yr
At 15% tax rate, HSFNX beats the other by $972.89/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 HSFNX + DIVO for your $10,000?

HSFNX: 50%DIVO: 50%
100% DIVO50/50100% HSFNX
Portfolio after 10yr
$35.8K
Annual income
$1,553.97/yr
Blended yield
4.34%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HSFNX buys
0
DIVO buys
0
No recent congressional trades found for HSFNX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHSFNXDIVO
Forward yield10.80%6.49%
Annual dividend / share$3.01$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.8K$30.7K
Annual income after 10y$2,126.26$981.68
Total dividends collected$16.0K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: HSFNX vs DIVO ($10,000, DRIP)

YearHSFNX PortfolioHSFNX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,780$1,080.41$11,349$649.42+$431.00HSFNX
2$13,795$1,189.50$12,833$688.83+$962.00HSFNX
3$16,062$1,301.75$14,459$727.90+$1.6KHSFNX
4$18,603$1,416.56$16,238$766.49+$2.4KHSFNX
5$21,438$1,533.31$18,179$804.47+$3.3KHSFNX
6$24,590$1,651.43$20,293$841.71+$4.3KHSFNX
7$28,082$1,770.32$22,591$878.14+$5.5KHSFNX
8$31,937$1,889.43$25,087$913.65+$6.8KHSFNX
9$36,181$2,008.24$27,791$948.18+$8.4KHSFNX
10$40,840$2,126.26$30,718$981.68+$10.1KHSFNX

HSFNX vs DIVO: Complete Analysis 2026

HSFNXStock

Under normal circumstances, the fund invests at least 80% of its net assets in securities of small-cap companies principally engaged in the business of providing financial services. The fund's manager considers a small-cap company to be one that has a market capitalization of less than $3 billion, measured at the time of purchase. It will not invest more than 5% of its total assets in the equity-related securities of any one company that derives more than 15% of its revenues from brokerage or investment management activities. The fund is non-diversified.

Full HSFNX Calculator →

DIVOETF

DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.

Full DIVO 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.