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AGG vs HDV: Dividend Comparison 2026

AGG yields 3.94% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AGG wins by $1.5K in total portfolio value
10 years
AGG
AGG
● Live price
3.94%
Share price
$99.04
Annual div
$3.90
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.8K
Annual income
$507.01
Full AGG 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 — AGG vs HDV

📍 AGG 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 PeriodAGGHDV
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, AGG + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

AGG
Annual income on $10K today (after 15% tax)
$334.68/yr
After 10yr DRIP, annual income (after tax)
$430.96/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, AGG beats the other by $131.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AGG: 50%HDV: 50%
100% HDV50/50100% AGG
Portfolio after 10yr
$25.1K
Annual income
$429.86/yr
Blended yield
1.71%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AGG buys
0
HDV buys
0
No recent congressional trades found for AGG or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAGGHDV
Forward yield3.94% ✓2.92%
Annual dividend / share$3.90$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.8K ✓$24.3K
Annual income after 10y$507.01 ✓$352.73
Total dividends collected$4.5K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorETFETF

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

YearAGG PortfolioAGG Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,094$393.74$11,002$292.38+$92.00 → AGG
2$12,279$408.23$12,084$300.36+$195.00 → AGG
3$13,560$422.27$13,250$308.02+$310.00 → AGG
4$14,945$435.84$14,506$315.35+$439.00 → AGG
5$16,440$448.93$15,858$322.35+$582.00 → AGG
6$18,053$461.53$17,313$329.04+$740.00 → AGG
7$19,790$473.64$18,878$335.42+$912.00 → AGG
8$21,661$485.25$20,560$341.49+$1.1K → AGG
9$23,673$496.37$22,367$347.25+$1.3K → AGG
10$25,837$507.01$24,307$352.73+$1.5K → AGG

AGG vs HDV: Complete Analysis 2026

AGG — ETF

The iShares Core U.S. Aggregate Bond ETF seeks to track the investment results of an index composed of the total U.S. investment-grade bond market.

Full AGG 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.