HomeCompareFGBFX vs HDV

FGBFX vs HDV: Dividend Comparison 2026

FGBFX yields 103.08% · HDV yields 2.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 FGBFX wins by $4.39M in total portfolio value
10 years
FGBFX
FGBFX
● Live price
103.08%
Share price
$8.27
Annual div
$8.52
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$4.41M
Annual income
$1,517,845.36
Full FGBFX 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 — FGBFX vs HDV

📍 FGBFX 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 PeriodFGBFXHDV
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, FGBFX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FGBFX
Annual income on $10K today (after 15% tax)
$8,761.58/yr
After 10yr DRIP, annual income (after tax)
$1,290,168.56/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, FGBFX beats the other by $1,289,869.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FGBFX: 50%HDV: 50%
100% HDV50/50100% FGBFX
Portfolio after 10yr
$2.22M
Annual income
$759,098.54/yr
Blended yield
34.20%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FGBFX buys
0
HDV buys
0
No recent congressional trades found for FGBFX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFGBFXHDV
Forward yield103.08%2.92%
Annual dividend / share$8.52$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$4.41M$24.3K
Annual income after 10y$1,517,845.36$351.71
Total dividends collected$3.95M$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFGBFX PortfolioFGBFX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$21,008$10,307.74$11,002$291.67+$10.0KFGBFX
2$42,716$20,237.60$12,082$299.61+$30.6KFGBFX
3$84,164$38,457.87$13,247$307.23+$70.9KFGBFX
4$160,872$70,817.03$14,503$314.52+$146.4KFGBFX
5$298,639$126,505.59$15,854$321.50+$282.8KFGBFX
6$539,022$219,478.02$17,308$328.15+$521.7KFGBFX
7$946,979$370,226.10$18,871$334.49+$928.1KFGBFX
8$1,621,147$607,879.48$20,551$340.53+$1.60MFGBFX
9$2,707,186$972,558.41$22,357$346.27+$2.68MFGBFX
10$4,414,535$1,517,845.36$24,296$351.71+$4.39MFGBFX

FGBFX vs HDV: Complete Analysis 2026

FGBFXStock

The investment seeks a high level of current income. The fund invests in securities issued throughout the world, including securities of issuers located in emerging markets. It normally invests at least 80% of the fund's assets in debt securities of all types and repurchase agreements for those securities. The fund normally invests primarily in investment-grade debt securities.

Full FGBFX 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.