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LPEFX vs HDV: Dividend Comparison 2026

LPEFX yields 18.65% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LPEFX wins by $42.9K in total portfolio value
10 years
LPEFX
LPEFX
● Live price
18.65%
Share price
$4.69
Annual div
$0.87
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$67.2K
Annual income
$5,821.30
Full LPEFX 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 — LPEFX vs HDV

📍 LPEFX 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 PeriodLPEFXHDV
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, LPEFX + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

LPEFX
Annual income on $10K today (after 15% tax)
$1,585.57/yr
After 10yr DRIP, annual income (after tax)
$4,948.11/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, LPEFX beats the other by $4,648.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LPEFX: 50%HDV: 50%
100% HDV50/50100% LPEFX
Portfolio after 10yr
$45.8K
Annual income
$3,087.01/yr
Blended yield
6.75%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LPEFX buys
0
HDV buys
0
No recent congressional trades found for LPEFX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLPEFXHDV
Forward yield18.65% ✓2.92%
Annual dividend / share$0.87$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$67.2K ✓$24.3K
Annual income after 10y$5,821.30 ✓$352.73
Total dividends collected$36.8K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLPEFX PortfolioLPEFX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,565$1,865.37$11,002$292.38+$1.6K → LPEFX
2$15,636$2,190.57$12,084$300.36+$3.6K → LPEFX
3$19,277$2,547.48$13,250$308.02+$6.0K → LPEFX
4$23,562$2,935.38$14,506$315.35+$9.1K → LPEFX
5$28,565$3,353.11$15,858$322.35+$12.7K → LPEFX
6$34,363$3,799.07$17,313$329.04+$17.1K → LPEFX
7$41,040$4,271.29$18,878$335.42+$22.2K → LPEFX
8$48,680$4,767.47$20,560$341.49+$28.1K → LPEFX
9$57,373$5,285.05$22,367$347.25+$35.0K → LPEFX
10$67,210$5,821.30$24,307$352.73+$42.9K → LPEFX

LPEFX vs HDV: Complete Analysis 2026

LPEFX — Stock

The ALPS Global Opportunity Fund seeks to maximize total return.

Full LPEFX 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 →
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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.