Is PLFDX or HDV a better dividend investment in 2026?

PLFDX currently yields 7.12% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: PLFDX offers higher current income.

What is the dividend yield difference between PLFDX and HDV?

PLFDX has a forward dividend yield of 7.12% ($0.66/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 4.20 percentage points.

Home › Compare › PLFDX vs HDV

PLFDX vs HDV: Dividend Comparison 2026

PLFDX yields 7.12% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 PLFDX wins by $7.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

PLFDX

● Live price

7.12%

Share price

$9.22

Annual div

$0.66

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$32.0K

Annual income

$1,118.10

Full PLFDX 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 — PLFDX vs HDV

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

PLFDX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

PLFDX

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

$604.91/yr

After 10yr DRIP, annual income (after tax)

$950.38/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, PLFDX beats the other by $650.56/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

PLFDX: 50%HDV: 50%

100% HDV50/50100% PLFDX

Portfolio after 10yr

$28.2K

Annual income

$735.41/yr

Blended yield

2.61%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PLFDX buys

HDV buys

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

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

MetricPLFDXHDV

Forward yield	7.12% ✓	2.92%
Annual dividend / share	$0.66	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$32.0K ✓	$24.3K
Annual income after 10y	$1,118.10 ✓	$352.73
Total dividends collected	$9.2K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	PLFDX Portfolio	PLFDX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,412	$711.66	$11,002	$292.38	+$410.00 → PLFDX
2	$12,969	$758.99	$12,084	$300.36	+$885.00 → PLFDX
3	$14,684	$806.17	$13,250	$308.02	+$1.4K → PLFDX
4	$16,564	$853.00	$14,506	$315.35	+$2.1K → PLFDX
5	$18,623	$899.31	$15,858	$322.35	+$2.8K → PLFDX
6	$20,872	$944.95	$17,313	$329.04	+$3.6K → PLFDX
7	$23,323	$989.76	$18,878	$335.42	+$4.4K → PLFDX
8	$25,989	$1,033.62	$20,560	$341.49	+$5.4K → PLFDX
9	$28,884	$1,076.43	$22,367	$347.25	+$6.5K → PLFDX
10	$32,024	$1,118.10	$24,307	$352.73	+$7.7K → PLFDX

PLFDX vs HDV: Complete Analysis 2026

PLFDX — Stock

The fund invests principally in income producing floating rate loans and floating rate debt securities. Under normal circumstances, it invests at least 80% of its assets in floating rate loans and floating rate debt securities. The fund may invest up to 25% of its assets in U.S. dollar denominated foreign investments, principally in developed markets. It may invest up to 20% of its assets in other types of debt instruments or securities including non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments.

Full PLFDX 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 PLFDX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

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