HomeComparePFPFX vs HDV

PFPFX vs HDV: Dividend Comparison 2026

PFPFX yields 9.24% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PFPFX wins by $12.6K in total portfolio value
10 years
PFPFX
PFPFX
● Live price
9.24%
Share price
$53.86
Annual div
$4.98
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.9K
Annual income
$1,653.15
Full PFPFX 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 — PFPFX vs HDV

📍 PFPFX 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 PeriodPFPFXHDV
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, PFPFX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PFPFX
Annual income on $10K today (after 15% tax)
$785.16/yr
After 10yr DRIP, annual income (after tax)
$1,405.18/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, PFPFX beats the other by $1,105.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PFPFX: 50%HDV: 50%
100% HDV50/50100% PFPFX
Portfolio after 10yr
$30.6K
Annual income
$1,002.93/yr
Blended yield
3.28%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PFPFX buys
0
HDV buys
0
No recent congressional trades found for PFPFX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFPFXHDV
Forward yield9.24%2.92%
Annual dividend / share$4.98$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.9K$24.3K
Annual income after 10y$1,653.15$352.73
Total dividends collected$12.9K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPFPFX PortfolioPFPFX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,624$923.72$11,002$292.38+$622.00PFPFX
2$13,441$1,003.47$12,084$300.36+$1.4KPFPFX
3$15,466$1,084.43$13,250$308.02+$2.2KPFPFX
4$17,715$1,166.20$14,506$315.35+$3.2KPFPFX
5$20,203$1,248.38$15,858$322.35+$4.3KPFPFX
6$22,948$1,330.60$17,313$329.04+$5.6KPFPFX
7$25,967$1,412.50$18,878$335.42+$7.1KPFPFX
8$29,279$1,493.75$20,560$341.49+$8.7KPFPFX
9$32,902$1,574.06$22,367$347.25+$10.5KPFPFX
10$36,858$1,653.15$24,307$352.73+$12.6KPFPFX

PFPFX vs HDV: Complete Analysis 2026

PFPFXStock

The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common stocks of underappreciated companies and industries. It generally focuses on 25 to 35 companies with (i) an investment grade debt rating, (ii) a history of paying common stock dividends, and (iii) a market capitalization among the top 1,000 companies in the United States.

Full PFPFX 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.