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CGXU vs HDV: Dividend Comparison 2026

CGXU yields 5.27% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CGXU wins by $4.0K in total portfolio value
10 years
CGXU
CGXU
● Live price
5.27%
Share price
$29.76
Annual div
$1.57
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.3K
Annual income
$737.87
Full CGXU calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — CGXU vs HDV

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

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
CGXU 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.

CGXU
Annual income on $10K today (after 15% tax)
$447.88/yr
After 10yr DRIP, annual income (after tax)
$627.19/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, CGXU beats the other by $328.24/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CGXU: 50%HDV: 50%
100% HDV50/50100% CGXU
Portfolio after 10yr
$26.3K
Annual income
$544.79/yr
Blended yield
2.07%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CGXU buys
0
HDV buys
0
No recent congressional trades found for CGXU or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCGXUHDV
Forward yield5.27% ✓2.92%
Annual dividend / share$1.57$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.3K ✓$24.3K
Annual income after 10y$737.87 ✓$351.71
Total dividends collected$6.4K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCGXU PortfolioCGXU Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,227$526.91$11,002$291.67+$225.00 → CGXU
2$12,566$552.86$12,082$299.61+$484.00 → CGXU
3$14,024$578.30$13,247$307.23+$777.00 → CGXU
4$15,608$603.18$14,503$314.52+$1.1K → CGXU
5$17,328$627.43$15,854$321.50+$1.5K → CGXU
6$19,192$651.00$17,308$328.15+$1.9K → CGXU
7$21,210$673.85$18,871$334.49+$2.3K → CGXU
8$23,390$695.96$20,551$340.53+$2.8K → CGXU
9$25,745$717.31$22,357$346.27+$3.4K → CGXU
10$28,285$737.87$24,296$351.71+$4.0K → CGXU

CGXU vs HDV: Complete Analysis 2026

CGXU — Stock

The fund's investment objective is to provide long-term growth of capital.Distinguishing Characteristics Common stocks and cash and equivalents.The fund invests primarily in stocks of companies outside the U.S., including companies based in developing countries.

Full CGXU 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.