HomeComparePFPWX vs HDV

PFPWX vs HDV: Dividend Comparison 2026

PFPWX yields 12.51% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PFPWX wins by $21.3K in total portfolio value
10 years
PFPWX
PFPWX
● Live price
12.51%
Share price
$54.97
Annual div
$6.87
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.6K
Annual income
$2,725.48
Full PFPWX 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 — PFPWX vs HDV

📍 PFPWX 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 PeriodPFPWXHDV
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, PFPWX + HDV cover 0 of 12 monthsgood coverage

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

PFPWX
Annual income on $10K today (after 15% tax)
$1,062.99/yr
After 10yr DRIP, annual income (after tax)
$2,316.66/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, PFPWX beats the other by $2,017.70/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PFPWX: 50%HDV: 50%
100% HDV50/50100% PFPWX
Portfolio after 10yr
$34.9K
Annual income
$1,538.60/yr
Blended yield
4.40%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PFPWX buys
0
HDV buys
0
No recent congressional trades found for PFPWX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFPWXHDV
Forward yield12.51%2.92%
Annual dividend / share$6.87$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$45.6K$24.3K
Annual income after 10y$2,725.48$351.71
Total dividends collected$19.7K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPFPWX PortfolioPFPWX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,951$1,250.57$11,002$291.67+$949.00PFPWX
2$14,184$1,396.73$12,082$299.61+$2.1KPFPWX
3$16,726$1,549.30$13,247$307.23+$3.5KPFPWX
4$19,604$1,707.46$14,503$314.52+$5.1KPFPWX
5$22,847$1,870.36$15,854$321.50+$7.0KPFPWX
6$26,483$2,037.13$17,308$328.15+$9.2KPFPWX
7$30,544$2,206.89$18,871$334.49+$11.7KPFPWX
8$35,061$2,378.76$20,551$340.53+$14.5KPFPWX
9$40,067$2,551.89$22,357$346.27+$17.7KPFPWX
10$45,597$2,725.48$24,296$351.71+$21.3KPFPWX

PFPWX vs HDV: Complete Analysis 2026

PFPWXStock

The fund's objective is to achieve capital appreciation by investing primarily in a diversified portfolio of equity securities. Equity securities include common and preferred stock. These companies must, in the adviser's opinion, be undervalued, but they must also have good prospects for long-term capital appreciation over the course of the expected holding period.

Full PFPWX 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.