HomeCompareDTLGX vs HDV

DTLGX vs HDV: Dividend Comparison 2026

DTLGX yields 28.81% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DTLGX wins by $99.2K in total portfolio value
10 years
DTLGX
DTLGX
● Live price
28.81%
Share price
$37.18
Annual div
$10.71
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$123.5K
Annual income
$15,778.36
Full DTLGX 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 — DTLGX vs HDV

📍 DTLGX 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 PeriodDTLGXHDV
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, DTLGX + HDV cover 0 of 12 monthsgood coverage

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

DTLGX
Annual income on $10K today (after 15% tax)
$2,448.55/yr
After 10yr DRIP, annual income (after tax)
$13,411.61/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, DTLGX beats the other by $13,112.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DTLGX: 50%HDV: 50%
100% HDV50/50100% DTLGX
Portfolio after 10yr
$73.9K
Annual income
$8,065.04/yr
Blended yield
10.91%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DTLGX buys
0
HDV buys
0
No recent congressional trades found for DTLGX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDTLGXHDV
Forward yield28.81%2.92%
Annual dividend / share$10.71$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$123.5K$24.3K
Annual income after 10y$15,778.36$351.71
Total dividends collected$83.0K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDTLGX PortfolioDTLGX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$13,581$2,880.65$11,002$291.67+$2.6KDTLGX
2$18,187$3,656.17$12,082$299.61+$6.1KDTLGX
3$24,037$4,576.09$13,247$307.23+$10.8KDTLGX
4$31,371$5,652.14$14,503$314.52+$16.9KDTLGX
5$40,462$6,894.27$15,854$321.50+$24.6KDTLGX
6$51,604$8,310.26$17,308$328.15+$34.3KDTLGX
7$65,122$9,905.41$18,871$334.49+$46.3KDTLGX
8$81,363$11,682.36$20,551$340.53+$60.8KDTLGX
9$100,699$13,640.98$22,357$346.27+$78.3KDTLGX
10$123,526$15,778.36$24,296$351.71+$99.2KDTLGX

DTLGX vs HDV: Complete Analysis 2026

DTLGXStock

The fund invests, under normal circumstances, at least 80% of its net assets in common stock of companies with larger market capitalizations-within the market capitalization range and composition of the companies composing the Russell 1000® Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S., including American Depositary Receipts (“ADRs”) and Global Depositary Receipts (“GDRs”).

Full DTLGX 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.