HomeCompareHSFNX vs HDV

HSFNX vs HDV: Dividend Comparison 2026

HSFNX yields 10.80% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HSFNX wins by $16.5K 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 →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — HSFNX vs HDV

📍 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 PeriodHSFNXHDV
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 + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HSFNX pays
HDV 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
HDV
Annual income on $10K today (after 15% tax)
$247.92/yr
After 10yr DRIP, annual income (after tax)
$298.95/yr
At 15% tax rate, HSFNX beats the other by $1,508.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HSFNX: 50%HDV: 50%
100% HDV50/50100% HSFNX
Portfolio after 10yr
$32.6K
Annual income
$1,238.99/yr
Blended yield
3.80%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HSFNX buys
0
HDV buys
0
No recent congressional trades found for HSFNX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHSFNXHDV
Forward yield10.80%2.92%
Annual dividend / share$3.01$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.8K$24.3K
Annual income after 10y$2,126.26$351.71
Total dividends collected$16.0K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHSFNX PortfolioHSFNX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,780$1,080.41$11,002$291.67+$778.00HSFNX
2$13,795$1,189.50$12,082$299.61+$1.7KHSFNX
3$16,062$1,301.75$13,247$307.23+$2.8KHSFNX
4$18,603$1,416.56$14,503$314.52+$4.1KHSFNX
5$21,438$1,533.31$15,854$321.50+$5.6KHSFNX
6$24,590$1,651.43$17,308$328.15+$7.3KHSFNX
7$28,082$1,770.32$18,871$334.49+$9.2KHSFNX
8$31,937$1,889.43$20,551$340.53+$11.4KHSFNX
9$36,181$2,008.24$22,357$346.27+$13.8KHSFNX
10$40,840$2,126.26$24,296$351.71+$16.5KHSFNX

HSFNX vs HDV: 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 →

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.