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NAIFX vs HDV: Dividend Comparison 2026

NAIFX yields 10.97% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NAIFX wins by $17.0K in total portfolio value
10 years
NAIFX
NAIFX
● Live price
10.97%
Share price
$9.78
Annual div
$1.07
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.3K
Annual income
$2,182.14
Full NAIFX 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 — NAIFX vs HDV

📍 NAIFX 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 PeriodNAIFXHDV
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, NAIFX + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

NAIFX
Annual income on $10K today (after 15% tax)
$932.84/yr
After 10yr DRIP, annual income (after tax)
$1,854.82/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, NAIFX beats the other by $1,555.87/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NAIFX: 50%HDV: 50%
100% HDV50/50100% NAIFX
Portfolio after 10yr
$32.8K
Annual income
$1,266.93/yr
Blended yield
3.86%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NAIFX buys
0
HDV buys
0
No recent congressional trades found for NAIFX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNAIFXHDV
Forward yield10.97% ✓2.92%
Annual dividend / share$1.07$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$41.3K ✓$24.3K
Annual income after 10y$2,182.14 ✓$351.71
Total dividends collected$16.3K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNAIFX PortfolioNAIFX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,797$1,097.46$11,002$291.67+$795.00 → NAIFX
2$13,833$1,210.03$12,082$299.61+$1.8K → NAIFX
3$16,128$1,326.02$13,247$307.23+$2.9K → NAIFX
4$18,701$1,444.81$14,503$314.52+$4.2K → NAIFX
5$21,576$1,565.78$15,854$321.50+$5.7K → NAIFX
6$24,775$1,688.29$17,308$328.15+$7.5K → NAIFX
7$28,321$1,811.76$18,871$334.49+$9.4K → NAIFX
8$32,239$1,935.58$20,551$340.53+$11.7K → NAIFX
9$36,555$2,059.21$22,357$346.27+$14.2K → NAIFX
10$41,296$2,182.14$24,296$351.71+$17.0K → NAIFX

NAIFX vs HDV: Complete Analysis 2026

NAIFX — Stock

Functions as an open-end investment fund

Full NAIFX 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.