Is BFGUX or HDV a better dividend investment in 2026?

BFGUX currently yields 3.48% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: BFGUX offers higher current income.

What is the dividend yield difference between BFGUX and HDV?

BFGUX has a forward dividend yield of 3.48% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 0.56 percentage points.

Home › Compare › BFGUX vs HDV

BFGUX vs HDV: Dividend Comparison 2026

BFGUX yields 3.48% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 BFGUX wins by $743.00 in total portfolio value

INVESTMENT

TIME HORIZON10 years

BFGUX

● Live price

3.48%

Share price

$57.50

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.0K

Annual income

$435.04

Full BFGUX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.72

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$351.71

Full HDV calculator →

Portfolio growth — BFGUX vs HDV

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

Jan

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Feb

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Mar

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Apr

—

May

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Jun

—

Jul

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Aug

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Sep

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Oct

—

Nov

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Dec

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BFGUX 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.

BFGUX

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

$295.65/yr

After 10yr DRIP, annual income (after tax)

$369.78/yr

HDV

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

$247.92/yr

After 10yr DRIP, annual income (after tax)

$298.95/yr

At 15% tax rate, BFGUX beats the other by $70.83/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 BFGUX + HDV for your $10,000?

BFGUX: 50%HDV: 50%

100% HDV50/50100% BFGUX

Portfolio after 10yr

$24.7K

Annual income

$393.38/yr

Blended yield

1.59%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BFGUX buys

HDV buys

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

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

MetricBFGUXHDV

Forward yield	3.48% ✓	2.92%
Annual dividend / share	$2.00	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$25.0K ✓	$24.3K
Annual income after 10y	$435.04 ✓	$351.71
Total dividends collected	$3.9K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BFGUX Portfolio	BFGUX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,048	$347.83	$11,002	$291.67	+$46.00 → BFGUX
2	$12,180	$359.13	$12,082	$299.61	+$98.00 → BFGUX
3	$13,403	$370.04	$13,247	$307.23	+$156.00 → BFGUX
4	$14,722	$380.55	$14,503	$314.52	+$219.00 → BFGUX
5	$16,143	$390.65	$15,854	$321.50	+$289.00 → BFGUX
6	$17,673	$400.34	$17,308	$328.15	+$365.00 → BFGUX
7	$19,320	$409.61	$18,871	$334.49	+$449.00 → BFGUX
8	$21,091	$418.49	$20,551	$340.53	+$540.00 → BFGUX
9	$22,994	$426.96	$22,357	$346.27	+$637.00 → BFGUX
10	$25,039	$435.04	$24,296	$351.71	+$743.00 → BFGUX

BFGUX vs HDV: Complete Analysis 2026

BFGUX — Stock

The fund invests for the long term primarily in equity securities in the form of common stock of U.S. small- and mid-sized growth companies. The Adviser defines small- and mid-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell Midcap Growth Index at reconstitution. Because of its long-term approach, the fund could have a significant percentage of its assets invested in securities that have appreciated beyond their original market cap ranges. It is non-diversified.

Full BFGUX 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.