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HSWFX vs DVY: Dividend Comparison 2026

HSWFX yields 3.02% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $745.00 in total portfolio value
10 years
HSWFX
HSWFX
● Live price
3.02%
Share price
$20.28
Annual div
$0.61
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$367.42
Full HSWFX calculator →
DVY
DVY
● Live price
3.46%
Share price
$151.41
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.91
Full DVY calculator →

Portfolio growth — HSWFX vs DVY

📍 DVY pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodHSWFXDVY
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, HSWFX + DVY cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
HSWFX pays
DVY pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

HSWFX
Annual income on $10K today (after 15% tax)
$257.02/yr
After 10yr DRIP, annual income (after tax)
$312.31/yr
DVY
Annual income on $10K today (after 15% tax)
$294.47/yr
After 10yr DRIP, annual income (after tax)
$367.97/yr
At 15% tax rate, DVY beats the other by $55.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of HSWFX + DVY for your $10,000?

HSWFX: 50%DVY: 50%
100% DVY50/50100% HSWFX
Portfolio after 10yr
$24.6K
Annual income
$400.16/yr
Blended yield
1.62%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HSWFX buys
0
DVY buys
0
No recent congressional trades found for HSWFX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHSWFXDVY
Forward yield3.02%3.46% ✓
Annual dividend / share$0.61$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.3K$25.0K ✓
Annual income after 10y$367.42$432.91 ✓
Total dividends collected$3.4K$3.9K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: HSWFX vs DVY ($10,000, DRIP)

YearHSWFX PortfolioHSWFX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,002$302.38$11,046$346.43$44.00 → DVY
2$12,083$310.93$12,177$357.65$94.00 → DVY
3$13,248$319.14$13,398$368.47$150.00 → DVY
4$14,503$327.02$14,715$378.89$212.00 → DVY
5$15,853$334.56$16,134$388.90$281.00 → DVY
6$17,304$341.77$17,662$398.51$358.00 → DVY
7$18,864$348.66$19,306$407.71$442.00 → DVY
8$20,540$355.22$21,074$416.50$534.00 → DVY
9$22,339$361.48$22,974$424.90$635.00 → DVY
10$24,270$367.42$25,015$432.91$745.00 → DVY

HSWFX vs DVY: Complete Analysis 2026

HSWFX — Stock

The fund normally invests at least 65% of its total assets in equity securities of companies located outside the United States and at least 80% of its assets in common and preferred stock and securities convertible into common stock, including derivative investments that provide exposure to such securities.

Full HSWFX Calculator →

DVY — ETF

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 →
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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.