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CCSGX vs HDV: Dividend Comparison 2026

CCSGX yields 2.41% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $1.0K in total portfolio value
10 years
CCSGX
CCSGX
● Live price
2.41%
Share price
$21.31
Annual div
$0.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.3K
Annual income
$281.79
Full CCSGX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.39
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$352.73
Full HDV calculator →

Portfolio growth — CCSGX vs HDV

📍 HDV 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 PeriodCCSGXHDV
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%.
📅

Dividend Calendar Overlap

Combined, CCSGX + HDV cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
CCSGX pays
HDV pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

CCSGX
Annual income on $10K today (after 15% tax)
$204.98/yr
After 10yr DRIP, annual income (after tax)
$239.52/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, HDV beats the other by $60.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CCSGX: 50%HDV: 50%
100% HDV50/50100% CCSGX
Portfolio after 10yr
$23.8K
Annual income
$317.25/yr
Blended yield
1.33%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CCSGX buys
0
HDV buys
0
No recent congressional trades found for CCSGX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCCSGXHDV
Forward yield2.41%2.92% ✓
Annual dividend / share$0.51$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.3K$24.3K ✓
Annual income after 10y$281.79$352.73 ✓
Total dividends collected$2.6K$3.2K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCCSGX PortfolioCCSGX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,941$241.15$11,002$292.38$61.00 → HDV
2$11,954$246.59$12,084$300.36$130.00 → HDV
3$13,042$251.78$13,250$308.02$208.00 → HDV
4$14,212$256.74$14,506$315.35$294.00 → HDV
5$15,468$261.46$15,858$322.35$390.00 → HDV
6$16,817$265.96$17,313$329.04$496.00 → HDV
7$18,264$270.23$18,878$335.42$614.00 → HDV
8$19,817$274.29$20,560$341.49$743.00 → HDV
9$21,482$278.14$22,367$347.25$885.00 → HDV
10$23,268$281.79$24,307$352.73$1.0K → HDV

CCSGX vs HDV: Complete Analysis 2026

CCSGX — Stock

The fund invests at least 80% of its net assets in equity securities of small-to-mid ("smid") capitalization companies. Equity securities include American depositary receipts ("ADRs"), convertible securities, foreign and domestic common and preferred stocks, rights and warrants.

Full CCSGX 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.