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TFIV vs HDV: Dividend Comparison 2026

TFIV yields 8.46% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TFIV wins by $10.7K in total portfolio value
10 years
TFIV
TFIV
● Live price
8.46%
Share price
$23.65
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.0K
Annual income
$1,443.40
Full TFIV 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 — TFIV vs HDV

📍 TFIV 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 PeriodTFIVHDV
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, TFIV + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TFIV
Annual income on $10K today (after 15% tax)
$718.97/yr
After 10yr DRIP, annual income (after tax)
$1,226.89/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, TFIV beats the other by $927.07/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TFIV: 50%HDV: 50%
100% HDV50/50100% TFIV
Portfolio after 10yr
$29.7K
Annual income
$898.06/yr
Blended yield
3.03%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TFIV buys
0
HDV buys
0
No recent congressional trades found for TFIV or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTFIVHDV
Forward yield8.46%2.92%
Annual dividend / share$2.00$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.0K$24.3K
Annual income after 10y$1,443.40$352.73
Total dividends collected$11.5K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTFIV PortfolioTFIV Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,546$845.84$11,002$292.38+$544.00TFIV
2$13,267$912.71$12,084$300.36+$1.2KTFIV
3$15,176$980.14$13,250$308.02+$1.9KTFIV
4$17,286$1,047.81$14,506$315.35+$2.8KTFIV
5$19,611$1,115.43$15,858$322.35+$3.8KTFIV
6$22,167$1,182.70$17,313$329.04+$4.9KTFIV
7$24,968$1,249.36$18,878$335.42+$6.1KTFIV
8$28,031$1,315.17$20,560$341.49+$7.5KTFIV
9$31,373$1,379.91$22,367$347.25+$9.0KTFIV
10$35,012$1,443.40$24,307$352.73+$10.7KTFIV

TFIV vs HDV: Complete Analysis 2026

TFIVStock

The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Wilshire TargetIncomeTM 5% Plus Index ("underlying index"). The fund is a fund of funds and invests at least 80% of its total assets in the securities of the underlying index. The underlying index seeks to provide broad exposure to income-producing asset classes using a portfolio of exchange-traded funds, with the goal, but not the guarantee, of providing exposure that may be sufficient to support an annualized yield of five percent (5.0%) for the fund, net of fees. The fund is non-diversified.

Full TFIV 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.