Is BALGX or HDV a better dividend investment in 2026?

BALGX currently yields 35.32% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: BALGX offers higher current income.

What is the dividend yield difference between BALGX and HDV?

BALGX has a forward dividend yield of 35.32% ($7.21/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 32.40 percentage points.

Home › Compare › BALGX vs HDV

BALGX vs HDV: Dividend Comparison 2026

BALGX yields 35.32% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 BALGX wins by $154.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BALGX

● Live price

35.32%

Share price

$20.40

Annual div

$7.21

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$179.1K

Annual income

$27,258.45

Full BALGX 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 — BALGX vs HDV

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BALGX 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.

BALGX

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

$3,002.19/yr

After 10yr DRIP, annual income (after tax)

$23,169.68/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, BALGX beats the other by $22,869.86/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 BALGX + HDV for your $10,000?

BALGX: 50%HDV: 50%

100% HDV50/50100% BALGX

Portfolio after 10yr

$101.7K

Annual income

$13,805.58/yr

Blended yield

13.58%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BALGX buys

HDV buys

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

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

MetricBALGXHDV

Forward yield	35.32% ✓	2.92%
Annual dividend / share	$7.21 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$179.1K ✓	$24.3K
Annual income after 10y	$27,258.45 ✓	$352.73
Total dividends collected	$129.6K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BALGX Portfolio	BALGX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$14,232	$3,531.99	$11,002	$292.38	+$3.2K → BALGX
2	$19,926	$4,697.87	$12,084	$300.36	+$7.8K → BALGX
3	$27,468	$6,147.16	$13,250	$308.02	+$14.2K → BALGX
4	$37,310	$7,919.48	$14,506	$315.35	+$22.8K → BALGX
5	$49,975	$10,053.41	$15,858	$322.35	+$34.1K → BALGX
6	$66,059	$12,585.12	$17,313	$329.04	+$48.7K → BALGX
7	$86,230	$15,547.05	$18,878	$335.42	+$67.4K → BALGX
8	$111,233	$18,966.69	$20,560	$341.49	+$90.7K → BALGX
9	$141,885	$22,865.58	$22,367	$347.25	+$119.5K → BALGX
10	$179,075	$27,258.45	$24,307	$352.73	+$154.8K → BALGX

BALGX vs HDV: Complete Analysis 2026

BALGX — Stock

The investment seeks to provide capital appreciation. The fund invests at least 80% of its assets in common stocks of large-sized U.S. companies similar in size, at the time of purchase, to those within the Russell 1000® Growth Index. The Adviser selects stocks using a unique, growth-oriented approach, focusing on high quality companies with sustainable earnings growth that are available at reasonable prices, which combines the use of proprietary analytical tools and the qualitative judgments of the investment team.

Full BALGX 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.