Is YFSNX or HDV a better dividend investment in 2026?

YFSNX currently yields 13.46% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: YFSNX offers higher current income.

What is the dividend yield difference between YFSNX and HDV?

YFSNX has a forward dividend yield of 13.46% ($2.39/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 10.54 percentage points.

Home › Compare › YFSNX vs HDV

YFSNX vs HDV: Dividend Comparison 2026

YFSNX yields 13.46% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 YFSNX wins by $24.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

YFSNX

● Live price

13.46%

Share price

$17.74

Annual div

$2.39

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$48.5K

Annual income

$3,105.50

Full YFSNX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.72

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$351.71

Full HDV calculator →

Portfolio growth — YFSNX vs HDV

📍 YFSNX 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 Period	YFSNX	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%.

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Dividend Calendar Overlap

Combined, YFSNX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

—

Aug

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Sep

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Oct

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Nov

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Dec

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YFSNX 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.

YFSNX

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

$1,144.29/yr

After 10yr DRIP, annual income (after tax)

$2,639.67/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, YFSNX beats the other by $2,340.72/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

YFSNX: 50%HDV: 50%

100% HDV50/50100% YFSNX

Portfolio after 10yr

$36.4K

Annual income

$1,728.61/yr

Blended yield

4.75%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

YFSNX buys

HDV buys

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

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

MetricYFSNXHDV

Forward yield	13.46% ✓	2.92%
Annual dividend / share	$2.39	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$48.5K ✓	$24.3K
Annual income after 10y	$3,105.50 ✓	$351.71
Total dividends collected	$21.9K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	YFSNX Portfolio	YFSNX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$12,046	$1,346.22	$11,002	$291.67	+$1.0K → YFSNX
2	$14,405	$1,515.60	$12,082	$299.61	+$2.3K → YFSNX
3	$17,107	$1,693.81	$13,247	$307.23	+$3.9K → YFSNX
4	$20,185	$1,879.95	$14,503	$314.52	+$5.7K → YFSNX
5	$23,671	$2,073.02	$15,854	$321.50	+$7.8K → YFSNX
6	$27,600	$2,272.00	$17,308	$328.15	+$10.3K → YFSNX
7	$32,007	$2,475.81	$18,871	$334.49	+$13.1K → YFSNX
8	$36,931	$2,683.37	$20,551	$340.53	+$16.4K → YFSNX
9	$42,410	$2,893.61	$22,357	$346.27	+$20.1K → YFSNX
10	$48,484	$3,105.50	$24,296	$351.71	+$24.2K → YFSNX

YFSNX vs HDV: Complete Analysis 2026

YFSNX — Stock

The fund invests primarily in domestic and foreign equity securities. Its investments in foreign equity securities may include emerging market securities. The fund also may invest in debt securities. Its investments in debt securities may include U.S. Treasury notes and bonds, investment grade corporate debt securities, convertible debt securities and debt securities below investment grade (high yield or junk bonds). The fund is non-diversified.

Full YFSNX 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.