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VFLEX vs HDV: Dividend Comparison 2026

VFLEX yields 6.40% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VFLEX wins by $6.2K in total portfolio value
10 years
VFLEX
VFLEX
● Live price
6.40%
Share price
$27.34
Annual div
$1.75
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.5K
Annual income
$961.44
Full VFLEX 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 — VFLEX vs HDV

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

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

Tax Bracket Optimizer

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

VFLEX
Annual income on $10K today (after 15% tax)
$543.86/yr
After 10yr DRIP, annual income (after tax)
$817.22/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, VFLEX beats the other by $517.40/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VFLEX: 50%HDV: 50%
100% HDV50/50100% VFLEX
Portfolio after 10yr
$27.4K
Annual income
$657.08/yr
Blended yield
2.40%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VFLEX buys
0
HDV buys
0
No recent congressional trades found for VFLEX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVFLEXHDV
Forward yield6.40% ✓2.92%
Annual dividend / share$1.75$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.5K ✓$24.3K
Annual income after 10y$961.44 ✓$352.73
Total dividends collected$8.1K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearVFLEX PortfolioVFLEX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,340$639.83$11,002$292.38+$338.00 → VFLEX
2$12,812$678.09$12,084$300.36+$728.00 → VFLEX
3$14,425$715.99$13,250$308.02+$1.2K → VFLEX
4$16,188$753.38$14,506$315.35+$1.7K → VFLEX
5$18,111$790.16$15,858$322.35+$2.3K → VFLEX
6$20,205$826.20$17,313$329.04+$2.9K → VFLEX
7$22,481$861.43$18,878$335.42+$3.6K → VFLEX
8$24,950$895.75$20,560$341.49+$4.4K → VFLEX
9$27,626$929.11$22,367$347.25+$5.3K → VFLEX
10$30,521$961.44$24,307$352.73+$6.2K → VFLEX

VFLEX vs HDV: Complete Analysis 2026

VFLEX — Stock

First Trust Alternative Opportunities Fund, acts as Closed-End Investment Fund/Investment Trust. The company is headquartered in Milwaukee, WI.

Full VFLEX 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 →
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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.