HomeCompareLCEFX vs HDV

LCEFX vs HDV: Dividend Comparison 2026

LCEFX yields 13.18% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LCEFX wins by $23.3K in total portfolio value
10 years
LCEFX
LCEFX
● Live price
13.18%
Share price
$17.92
Annual div
$2.36
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.6K
Annual income
$2,990.50
Full LCEFX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.39
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$352.73
Full HDV calculator →

Portfolio growth — LCEFX vs HDV

📍 LCEFX 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 PeriodLCEFXHDV
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, LCEFX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
LCEFX 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.

LCEFX
Annual income on $10K today (after 15% tax)
$1,120.42/yr
After 10yr DRIP, annual income (after tax)
$2,541.92/yr
HDV
Annual income on $10K today (after 15% tax)
$248.52/yr
After 10yr DRIP, annual income (after tax)
$299.82/yr
At 15% tax rate, LCEFX beats the other by $2,242.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LCEFX: 50%HDV: 50%
100% HDV50/50100% LCEFX
Portfolio after 10yr
$36.0K
Annual income
$1,671.61/yr
Blended yield
4.65%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LCEFX buys
0
HDV buys
0
No recent congressional trades found for LCEFX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLCEFXHDV
Forward yield13.18%2.92%
Annual dividend / share$2.36$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$47.6K$24.3K
Annual income after 10y$2,990.50$352.73
Total dividends collected$21.3K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLCEFX PortfolioLCEFX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,018$1,318.14$11,002$292.38+$1.0KLCEFX
2$14,340$1,480.52$12,084$300.36+$2.3KLCEFX
3$16,995$1,650.97$13,250$308.02+$3.7KLCEFX
4$20,013$1,828.61$14,506$315.35+$5.5KLCEFX
5$23,426$2,012.50$15,858$322.35+$7.6KLCEFX
6$27,268$2,201.64$17,313$329.04+$10.0KLCEFX
7$31,572$2,395.01$18,878$335.42+$12.7KLCEFX
8$36,373$2,591.61$20,560$341.49+$15.8KLCEFX
9$41,710$2,790.43$22,367$347.25+$19.3KLCEFX
10$47,620$2,990.50$24,307$352.73+$23.3KLCEFX

LCEFX vs HDV: Complete Analysis 2026

LCEFXStock

The fund invests primarily in dividend-paying equity securities. It invests in securities that the portfolio managers believe are undervalued based on various valuation measures. The fund may invest up to 25% of its net assets in securities of foreign issuers.

Full LCEFX 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.