Is BAGIX or HDV a better dividend investment in 2026?

BAGIX currently yields 4.19% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: BAGIX offers higher current income.

What is the dividend yield difference between BAGIX and HDV?

BAGIX has a forward dividend yield of 4.19% ($0.41/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 1.27 percentage points.

Home › Compare › BAGIX vs HDV

BAGIX vs HDV: Dividend Comparison 2026

BAGIX yields 4.19% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 BAGIX wins by $2.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BAGIX

● Live price

4.19%

Share price

$9.82

Annual div

$0.41

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.3K

Annual income

$548.02

Full BAGIX 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 — BAGIX vs HDV

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BAGIX 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.

BAGIX

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

$356.05/yr

After 10yr DRIP, annual income (after tax)

$465.82/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, BAGIX beats the other by $166.00/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 BAGIX + HDV for your $10,000?

BAGIX: 50%HDV: 50%

100% HDV50/50100% BAGIX

Portfolio after 10yr

$25.3K

Annual income

$450.37/yr

Blended yield

1.78%

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Analyst Conviction Gap

Where Wall Street is split right now

BAGIX

No analyst data

Price Target

$27.00

+174.9% upside vs current

Range: $27.00 — $27.00

HDV

No analyst data

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BAGIX buys

HDV buys

Politician	Chamber	Ticker	Type	Amount	Date
Carol Devine Miller	🏢 House	$BAGIX	▲ Buy	$1,001 - $15,000	2022-11-02

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

MetricBAGIXHDV

Forward yield	4.19% ✓	2.92%
Annual dividend / share	$0.41	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$26.3K ✓	$24.3K
Annual income after 10y	$548.02 ✓	$352.73
Total dividends collected	$4.9K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BAGIX Portfolio	BAGIX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,119	$418.88	$11,002	$292.38	+$117.00 → BAGIX
2	$12,332	$435.28	$12,084	$300.36	+$248.00 → BAGIX
3	$13,647	$451.20	$13,250	$308.02	+$397.00 → BAGIX
4	$15,069	$466.63	$14,506	$315.35	+$563.00 → BAGIX
5	$16,605	$481.54	$15,858	$322.35	+$747.00 → BAGIX
6	$18,264	$495.92	$17,313	$329.04	+$951.00 → BAGIX
7	$20,052	$509.77	$18,878	$335.42	+$1.2K → BAGIX
8	$21,978	$523.06	$20,560	$341.49	+$1.4K → BAGIX
9	$24,053	$535.82	$22,367	$347.25	+$1.7K → BAGIX
10	$26,284	$548.02	$24,307	$352.73	+$2.0K → BAGIX

BAGIX vs HDV: Complete Analysis 2026

BAGIX — Stock

The fund normally invests at least 80% of its net assets in the following types of U.S. dollar-denominated debt obligations: U.S. government and other public-sector entities; asset-backed and mortgage-backed obligations of U.S. and foreign issuers; corporate debt of U.S. and foreign issuers.

Full BAGIX 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.