HomeCompareVWNFX vs HDV

VWNFX vs HDV: Dividend Comparison 2026

VWNFX yields 11.58% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VWNFX wins by $18.7K in total portfolio value
10 years
VWNFX
VWNFX
● Live price
11.58%
Share price
$46.50
Annual div
$5.39
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.0K
Annual income
$2,389.49
Full VWNFX 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 — VWNFX vs HDV

📍 VWNFX 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 PeriodVWNFXHDV
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, VWNFX + HDV cover 0 of 12 monthsgood coverage

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

VWNFX
Annual income on $10K today (after 15% tax)
$984.70/yr
After 10yr DRIP, annual income (after tax)
$2,031.07/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, VWNFX beats the other by $1,732.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VWNFX: 50%HDV: 50%
100% HDV50/50100% VWNFX
Portfolio after 10yr
$33.6K
Annual income
$1,370.60/yr
Blended yield
4.08%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VWNFX buys
0
HDV buys
0
No recent congressional trades found for VWNFX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVWNFXHDV
Forward yield11.58%2.92%
Annual dividend / share$5.39$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$43.0K$24.3K
Annual income after 10y$2,389.49$351.71
Total dividends collected$17.6K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearVWNFX PortfolioVWNFX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,858$1,158.48$11,002$291.67+$856.00VWNFX
2$13,972$1,283.90$12,082$299.61+$1.9KVWNFX
3$16,364$1,413.81$13,247$307.23+$3.1KVWNFX
4$19,057$1,547.51$14,503$314.52+$4.6KVWNFX
5$22,076$1,684.28$15,854$321.50+$6.2KVWNFX
6$25,444$1,823.40$17,308$328.15+$8.1KVWNFX
7$29,190$1,964.16$18,871$334.49+$10.3KVWNFX
8$33,339$2,105.86$20,551$340.53+$12.8KVWNFX
9$37,920$2,247.84$22,357$346.27+$15.6KVWNFX
10$42,964$2,389.49$24,296$351.71+$18.7KVWNFX

VWNFX vs HDV: Complete Analysis 2026

VWNFXStock

Like many individuals making a big purchase, Windsor II Fund’s investment managers are mindful of price. While this large-cap value stock fund carries the same risk associated with the stock market, this “value” conscious approach may provide a less bumpy ride. That said, the fund may not keep up in a strong bull market. If you have a long-term investment goal and want less market volatility than might be present in a more aggressive investment, the fund could be a good fit for you.

Full VWNFX 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.