HSFNX yields 10.80% · DVY yields 3.46%● Live data
📍 HSFNX pulled ahead of the other in Year 1
Combined, HSFNX + DVY cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of HSFNX + DVY for your $10,000?
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 →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 →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.