Home › Compare › TAFI vs HDV

TAFI vs HDV: Dividend Comparison 2026

TAFI yields 3.21% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TAFI wins by $268.00 in total portfolio value
10 years
TAFI
TAFI
● Live price
3.21%
Share price
$25.17
Annual div
$0.81
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.6K
Annual income
$394.02
Full TAFI 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 — TAFI vs HDV

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

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

Tax Bracket Optimizer

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

TAFI
Annual income on $10K today (after 15% tax)
$272.46/yr
After 10yr DRIP, annual income (after tax)
$334.92/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, TAFI beats the other by $35.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TAFI: 50%HDV: 50%
100% HDV50/50100% TAFI
Portfolio after 10yr
$24.4K
Annual income
$373.37/yr
Blended yield
1.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TAFI buys
0
HDV buys
0
No recent congressional trades found for TAFI or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTAFIHDV
Forward yield3.21% ✓2.92%
Annual dividend / share$0.81$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.6K ✓$24.3K
Annual income after 10y$394.02 ✓$352.73
Total dividends collected$3.6K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTAFI PortfolioTAFI Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,021$320.54$11,002$292.38+$19.00 → TAFI
2$12,122$330.14$12,084$300.36+$38.00 → TAFI
3$13,310$339.39$13,250$308.02+$60.00 → TAFI
4$14,590$348.27$14,506$315.35+$84.00 → TAFI
5$15,968$356.78$15,858$322.35+$110.00 → TAFI
6$17,451$364.94$17,313$329.04+$138.00 → TAFI
7$19,045$372.73$18,878$335.42+$167.00 → TAFI
8$20,758$380.17$20,560$341.49+$198.00 → TAFI
9$22,599$387.26$22,367$347.25+$232.00 → TAFI
10$24,575$394.02$24,307$352.73+$268.00 → TAFI

TAFI vs HDV: Complete Analysis 2026

TAFI — Stock

An actively managed, short-duration municipal bond ETF that possesses enhanced flexibility to seek asset stability with a moderate rate of after-tax returns

Full TAFI 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 TAFI vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

TAFI vs SCHDTAFI vs JEPITAFI vs OTAFI vs KOTAFI vs MAINTAFI vs VYMTAFI vs DVYTAFI 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.