Is AVEGX or HDV a better dividend investment in 2026?

AVEGX currently yields 6.09% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: AVEGX offers higher current income.

What is the dividend yield difference between AVEGX and HDV?

AVEGX has a forward dividend yield of 6.09% ($2.77/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 3.17 percentage points.

Home › Compare › AVEGX vs HDV

AVEGX vs HDV: Dividend Comparison 2026

AVEGX yields 6.09% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 AVEGX wins by $5.6K in total portfolio value

INVESTMENT

TIME HORIZON10 years

AVEGX

● Live price

6.09%

Share price

$45.56

Annual div

$2.77

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.9K

Annual income

$897.22

Full AVEGX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — AVEGX vs HDV

📍 AVEGX 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	AVEGX	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, AVEGX + 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

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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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AVEGX 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.

AVEGX

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

$517.44/yr

After 10yr DRIP, annual income (after tax)

$762.64/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, AVEGX beats the other by $462.82/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

AVEGX: 50%HDV: 50%

100% HDV50/50100% AVEGX

Portfolio after 10yr

$27.1K

Annual income

$624.97/yr

Blended yield

2.31%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AVEGX buys

HDV buys

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

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

MetricAVEGXHDV

Forward yield	6.09% ✓	2.92%
Annual dividend / share	$2.77	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$29.9K ✓	$24.3K
Annual income after 10y	$897.22 ✓	$352.73
Total dividends collected	$7.6K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	AVEGX Portfolio	AVEGX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,309	$608.76	$11,002	$292.38	+$307.00 → AVEGX
2	$12,744	$643.39	$12,084	$300.36	+$660.00 → AVEGX
3	$14,313	$677.60	$13,250	$308.02	+$1.1K → AVEGX
4	$16,027	$711.27	$14,506	$315.35	+$1.5K → AVEGX
5	$17,893	$744.31	$15,858	$322.35	+$2.0K → AVEGX
6	$19,922	$776.61	$17,313	$329.04	+$2.6K → AVEGX
7	$22,125	$808.11	$18,878	$335.42	+$3.2K → AVEGX
8	$24,512	$838.75	$20,560	$341.49	+$4.0K → AVEGX
9	$27,096	$868.47	$22,367	$347.25	+$4.7K → AVEGX
10	$29,890	$897.22	$24,307	$352.73	+$5.6K → AVEGX

AVEGX vs HDV: Complete Analysis 2026

AVEGX — Stock

The fund invests primarily in common stocks of companies believed by the Adviser to offer above-average potential for growth in revenues, profits or cash flow. Dividend and interest income are secondary considerations in investment selection. Under normal circumstances, all of its equity investments and at least 80% of the fund's net assets will be invested in companies meeting its religious criteria. The fund may invest in companies of all sizes, including small and mid-cap companies.

Full AVEGX 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.