Is BEGIX or HDV a better dividend investment in 2026?

BEGIX currently yields 27.78% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: BEGIX offers higher current income.

What is the dividend yield difference between BEGIX and HDV?

BEGIX has a forward dividend yield of 27.78% ($4.71/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 24.86 percentage points.

Home › Compare › BEGIX vs HDV

BEGIX vs HDV: Dividend Comparison 2026

BEGIX yields 27.78% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 BEGIX wins by $92.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BEGIX

● Live price

27.78%

Share price

$16.96

Annual div

$4.71

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$116.3K

Annual income

$14,394.98

Full BEGIX 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 — BEGIX vs HDV

📍 BEGIX 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	BEGIX	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, BEGIX + 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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BEGIX 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.

BEGIX

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

$2,361.11/yr

After 10yr DRIP, annual income (after tax)

$12,235.73/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, BEGIX beats the other by $11,935.91/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 BEGIX + HDV for your $10,000?

BEGIX: 50%HDV: 50%

100% HDV50/50100% BEGIX

Portfolio after 10yr

$70.3K

Annual income

$7,373.85/yr

Blended yield

10.49%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BEGIX buys

HDV buys

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

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

MetricBEGIXHDV

Forward yield	27.78% ✓	2.92%
Annual dividend / share	$4.71 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$116.3K ✓	$24.3K
Annual income after 10y	$14,394.98 ✓	$352.73
Total dividends collected	$77.0K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BEGIX Portfolio	BEGIX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$13,478	$2,777.77	$11,002	$292.38	+$2.5K → BEGIX
2	$17,920	$3,498.89	$12,084	$300.36	+$5.8K → BEGIX
3	$23,522	$4,347.80	$13,250	$308.02	+$10.3K → BEGIX
4	$30,503	$5,333.66	$14,506	$315.35	+$16.0K → BEGIX
5	$39,102	$6,463.94	$15,858	$322.35	+$23.2K → BEGIX
6	$49,583	$7,744.13	$17,313	$329.04	+$32.3K → BEGIX
7	$62,231	$9,177.53	$18,878	$335.42	+$43.4K → BEGIX
8	$77,353	$10,765.11	$20,560	$341.49	+$56.8K → BEGIX
9	$95,273	$12,505.49	$22,367	$347.25	+$72.9K → BEGIX
10	$116,337	$14,394.98	$24,307	$352.73	+$92.0K → BEGIX

BEGIX vs HDV: Complete Analysis 2026

BEGIX — Stock

The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It invests, under normal market conditions, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividends. The fund may also invest in U.S. traded common stocks of foreign companies, including American Depositary Receipts.

Full BEGIX 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.