Is NEFOX or HDV a better dividend investment in 2026?

NEFOX currently yields 7.45% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: NEFOX offers higher current income.

What is the dividend yield difference between NEFOX and HDV?

NEFOX has a forward dividend yield of 7.45% ($2.25/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 4.53 percentage points.

Home › Compare › NEFOX vs HDV

NEFOX vs HDV: Dividend Comparison 2026

NEFOX yields 7.45% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 NEFOX wins by $8.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

NEFOX

● Live price

7.45%

Share price

$30.23

Annual div

$2.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$32.7K

Annual income

$1,193.89

Full NEFOX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — NEFOX vs HDV

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

NEFOX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

NEFOX

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

$632.90/yr

After 10yr DRIP, annual income (after tax)

$1,014.81/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, NEFOX beats the other by $714.99/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

NEFOX: 50%HDV: 50%

100% HDV50/50100% NEFOX

Portfolio after 10yr

$28.5K

Annual income

$773.31/yr

Blended yield

2.71%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NEFOX buys

HDV buys

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

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

MetricNEFOXHDV

Forward yield	7.45% ✓	2.92%
Annual dividend / share	$2.25	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$32.7K ✓	$24.3K
Annual income after 10y	$1,193.89 ✓	$352.73
Total dividends collected	$9.7K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	NEFOX Portfolio	NEFOX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,445	$744.59	$11,002	$292.38	+$443.00 → NEFOX
2	$13,042	$796.41	$12,084	$300.36	+$958.00 → NEFOX
3	$14,803	$848.20	$13,250	$308.02	+$1.6K → NEFOX
4	$16,739	$899.76	$14,506	$315.35	+$2.2K → NEFOX
5	$18,862	$950.87	$15,858	$322.35	+$3.0K → NEFOX
6	$21,184	$1,001.35	$17,313	$329.04	+$3.9K → NEFOX
7	$23,717	$1,051.03	$18,878	$335.42	+$4.8K → NEFOX
8	$26,477	$1,099.76	$20,560	$341.49	+$5.9K → NEFOX
9	$29,478	$1,147.42	$22,367	$347.25	+$7.1K → NEFOX
10	$32,736	$1,193.89	$24,307	$352.73	+$8.4K → NEFOX

NEFOX vs HDV: Complete Analysis 2026

NEFOX — Stock

Under normal market conditions, the fund primarily invests in common stocks of U.S. companies. It generally invests in securities of larger capitalization companies in any industry. Harris Associates L.P. ("Harris Associates") uses a value investment philosophy in selecting equity securities, including common stocks.

Full NEFOX 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 NEFOX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

NEFOX vs SCHD NEFOX vs JEPI NEFOX vs O NEFOX vs KO NEFOX vs MAIN NEFOX vs VYM NEFOX vs DVY NEFOX 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.