HomeCompareDGIFX vs HDV

DGIFX vs HDV: Dividend Comparison 2026

DGIFX yields 8.12% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGIFX wins by $9.9K in total portfolio value
10 years
DGIFX
DGIFX
● Live price
8.12%
Share price
$24.00
Annual div
$1.95
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$1,357.56
Full DGIFX 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 — DGIFX vs HDV

📍 DGIFX 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 PeriodDGIFXHDV
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, DGIFX + HDV cover 0 of 12 monthsgood coverage

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

DGIFX
Annual income on $10K today (after 15% tax)
$690.33/yr
After 10yr DRIP, annual income (after tax)
$1,153.93/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, DGIFX beats the other by $854.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DGIFX: 50%HDV: 50%
100% HDV50/50100% DGIFX
Portfolio after 10yr
$29.3K
Annual income
$854.64/yr
Blended yield
2.92%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DGIFX buys
0
HDV buys
0
No recent congressional trades found for DGIFX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDGIFXHDV
Forward yield8.12%2.92%
Annual dividend / share$1.95$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.2K$24.3K
Annual income after 10y$1,357.56$351.71
Total dividends collected$10.9K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDGIFX PortfolioDGIFX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,512$812.16$11,002$291.67+$510.00DGIFX
2$13,192$873.80$12,082$299.61+$1.1KDGIFX
3$15,051$935.79$13,247$307.23+$1.8KDGIFX
4$17,102$997.83$14,503$314.52+$2.6KDGIFX
5$19,359$1,059.65$15,854$321.50+$3.5KDGIFX
6$21,835$1,121.01$17,308$328.15+$4.5KDGIFX
7$24,546$1,181.68$18,871$334.49+$5.7KDGIFX
8$27,505$1,241.44$20,551$340.53+$7.0KDGIFX
9$30,731$1,300.13$22,357$346.27+$8.4KDGIFX
10$34,239$1,357.56$24,296$351.71+$9.9KDGIFX

DGIFX vs HDV: Complete Analysis 2026

DGIFXStock

The fund normally invests approximately 65% of its assets in equity securities and approximately 35% in fixed-income securities and cash equivalents. The fund's fixed-income securities will generally have a weighted average maturity of five to 10 years. The adviser seeks to generally invest in mid-sized companies with market capitalizations at the time of purchase greater than $1 billion and less than $15 billion. It may invest in both investment-grade and below investment-grade securities.

Full DGIFX Calculator →

HDVETF

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.