HomeCompareDTSGX vs HDV

DTSGX vs HDV: Dividend Comparison 2026

DTSGX yields 11.69% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DTSGX wins by $19.0K in total portfolio value
10 years
DTSGX
DTSGX
● Live price
11.69%
Share price
$17.11
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.3K
Annual income
$2,426.13
Full DTSGX 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 — DTSGX vs HDV

📍 DTSGX 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 PeriodDTSGXHDV
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, DTSGX + HDV cover 0 of 12 monthsgood coverage

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

DTSGX
Annual income on $10K today (after 15% tax)
$993.57/yr
After 10yr DRIP, annual income (after tax)
$2,062.21/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, DTSGX beats the other by $1,763.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DTSGX: 50%HDV: 50%
100% HDV50/50100% DTSGX
Portfolio after 10yr
$33.8K
Annual income
$1,388.93/yr
Blended yield
4.11%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DTSGX buys
0
HDV buys
0
No recent congressional trades found for DTSGX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDTSGXHDV
Forward yield11.69%2.92%
Annual dividend / share$2.00$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$43.3K$24.3K
Annual income after 10y$2,426.13$351.71
Total dividends collected$17.8K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDTSGX PortfolioDTSGX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,869$1,168.91$11,002$291.67+$867.00DTSGX
2$13,996$1,296.60$12,082$299.61+$1.9KDTSGX
3$16,405$1,428.98$13,247$307.23+$3.2KDTSGX
4$19,119$1,565.33$14,503$314.52+$4.6KDTSGX
5$22,162$1,704.92$15,854$321.50+$6.3KDTSGX
6$25,560$1,847.01$17,308$328.15+$8.3KDTSGX
7$29,340$1,990.87$18,871$334.49+$10.5KDTSGX
8$33,530$2,135.80$20,551$340.53+$13.0KDTSGX
9$38,158$2,281.10$22,357$346.27+$15.8KDTSGX
10$43,255$2,426.13$24,296$351.71+$19.0KDTSGX

DTSGX vs HDV: Complete Analysis 2026

DTSGXStock

The fund invests substantially all of its assets in the common stock of companies with smaller market capitalizations-generally within the range of companies comprising the Russell 2000® Growth Index. The fund invests in companies that historically have above average earnings or above average sales growth and retention of earnings, often such companies have above average price to earnings ratios.

Full DTSGX 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.