HomeComparePFIAX vs HDV

PFIAX vs HDV: Dividend Comparison 2026

PFIAX yields 5.37% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PFIAX wins by $4.2K in total portfolio value
10 years
PFIAX
PFIAX
● Live price
5.37%
Share price
$8.18
Annual div
$0.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.5K
Annual income
$756.10
Full PFIAX 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 — PFIAX vs HDV

📍 PFIAX 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 PeriodPFIAXHDV
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, PFIAX + HDV cover 0 of 12 monthsgood coverage

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

PFIAX
Annual income on $10K today (after 15% tax)
$456.15/yr
After 10yr DRIP, annual income (after tax)
$642.69/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, PFIAX beats the other by $342.86/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PFIAX: 50%HDV: 50%
100% HDV50/50100% PFIAX
Portfolio after 10yr
$26.4K
Annual income
$554.41/yr
Blended yield
2.10%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PFIAX buys
0
HDV buys
0
No recent congressional trades found for PFIAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFIAXHDV
Forward yield5.37%2.92%
Annual dividend / share$0.44$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.5K$24.3K
Annual income after 10y$756.10$352.73
Total dividends collected$6.5K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPFIAX PortfolioPFIAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,237$536.65$11,002$292.38+$235.00PFIAX
2$12,587$563.57$12,084$300.36+$503.00PFIAX
3$14,058$589.98$13,250$308.02+$808.00PFIAX
4$15,658$615.83$14,506$315.35+$1.2KPFIAX
5$17,395$641.04$15,858$322.35+$1.5KPFIAX
6$19,278$665.57$17,313$329.04+$2.0KPFIAX
7$21,317$689.37$18,878$335.42+$2.4KPFIAX
8$23,521$712.41$20,560$341.49+$3.0KPFIAX
9$25,903$734.66$22,367$347.25+$3.5KPFIAX
10$28,472$756.10$24,307$352.73+$4.2KPFIAX

PFIAX vs HDV: Complete Analysis 2026

PFIAXStock

The investment seeks to maximize current income; long-term capital appreciation is a secondary objective. The fund seeks to achieve its investment objective by investing under normal circumstances at least 65% of its total assets in a multi-sector portfolio of Fixed Income Securities of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest up to 30% of its total assets in high yield securities rated below investment grade Moody's, S&P or Fitch, or if unrated, as determined by PIMCO.

Full PFIAX 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.