Is IAFMX or HDV a better dividend investment in 2026?

IAFMX currently yields 31.25% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: IAFMX offers higher current income.

What is the dividend yield difference between IAFMX and HDV?

IAFMX has a forward dividend yield of 31.25% ($5.22/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 28.33 percentage points.

Home › Compare › IAFMX vs HDV

IAFMX vs HDV: Dividend Comparison 2026

IAFMX yields 31.25% · HDV yields 2.92%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 IAFMX wins by $117.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

IAFMX

● Live price

31.25%

Share price

$16.69

Annual div

$5.22

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$142.2K

Annual income

$19,496.39

Full IAFMX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.72

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$351.71

Full HDV calculator →

Portfolio growth — IAFMX vs HDV

📍 IAFMX 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 Period	IAFMX	HDV
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, IAFMX + HDV cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

IAFMX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

IAFMX

Annual income on $10K today (after 15% tax)

$2,656.22/yr

After 10yr DRIP, annual income (after tax)

$16,571.93/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, IAFMX beats the other by $16,272.98/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

IAFMX: 50%HDV: 50%

100% HDV50/50100% IAFMX

Portfolio after 10yr

$83.3K

Annual income

$9,924.06/yr

Blended yield

11.92%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IAFMX buys

HDV buys

No recent congressional trades found for IAFMX or HDV in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricIAFMXHDV

Forward yield	31.25% ✓	2.92%
Annual dividend / share	$5.22 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$142.2K ✓	$24.3K
Annual income after 10y	$19,496.39 ✓	$351.71
Total dividends collected	$98.6K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	IAFMX Portfolio	IAFMX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$13,825	$3,124.97	$11,002	$291.67	+$2.8K → IAFMX
2	$18,830	$4,037.62	$12,082	$299.61	+$6.7K → IAFMX
3	$25,288	$5,139.68	$13,247	$307.23	+$12.0K → IAFMX
4	$33,509	$6,450.76	$14,503	$314.52	+$19.0K → IAFMX
5	$43,843	$7,988.64	$15,854	$321.50	+$28.0K → IAFMX
6	$56,681	$9,768.55	$17,308	$328.15	+$39.4K → IAFMX
7	$72,451	$11,802.66	$18,871	$334.49	+$53.6K → IAFMX
8	$91,622	$14,099.54	$20,551	$340.53	+$71.1K → IAFMX
9	$114,700	$16,663.91	$22,357	$346.27	+$92.3K → IAFMX
10	$142,225	$19,496.39	$24,296	$351.71	+$117.9K → IAFMX

IAFMX vs HDV: Complete Analysis 2026

IAFMX — Stock

The fund seeks to achieve its investment objective by purchasing equity securities that the Adviser believes are likely to appreciate. It generally seeks to purchase equity securities of large capitalization U.S. companies, and may purchase American Depository Receipts ("ADRs") of international companies trading on U.S. exchanges. The fund will invest at least 80% of its net assets in securities of large capitalization companies. It is non-diversified.

Full IAFMX Calculator →

HDV — ETF

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 →

📬

Get this IAFMX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IAFMX vs SCHD IAFMX vs JEPI IAFMX vs O IAFMX vs KO IAFMX vs MAIN IAFMX vs VYM IAFMX vs DVY IAFMX vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.