Is FOGRX or HDV a better dividend investment in 2026?

FOGRX currently yields 19.98% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: FOGRX offers higher current income.

What is the dividend yield difference between FOGRX and HDV?

FOGRX has a forward dividend yield of 19.98% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 17.06 percentage points.

Home › Compare › FOGRX vs HDV

FOGRX vs HDV: Dividend Comparison 2026

FOGRX yields 19.98% · HDV yields 2.92%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 HDV wins by $993.00 in total portfolio value· pulled ahead in Year 8

INVESTMENT

TIME HORIZON10 years

FOGRX

● Live price

19.98%

Share price

$10.01

Annual div

$2.00

5Y div CAGR

-50%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$23.3K

Annual income

$2.31

Full FOGRX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — FOGRX vs HDV

📍 HDV pulled ahead of the other in Year 8

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	FOGRX	HDV
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, FOGRX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

FOGRX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

FOGRX

Annual income on $10K today (after 15% tax)

$1,698.30/yr

After 10yr DRIP, annual income (after tax)

$1.96/yr

HDV

Annual income on $10K today (after 15% tax)

$248.52/yr

After 10yr DRIP, annual income (after tax)

$299.82/yr

At 15% tax rate, HDV beats the other by $297.86/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

FOGRX: 50%HDV: 50%

100% HDV50/50100% FOGRX

Portfolio after 10yr

$23.8K

Annual income

$177.52/yr

Blended yield

0.75%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FOGRX buys

HDV buys

No recent congressional trades found for FOGRX or HDV in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricFOGRXHDV

Forward yield	19.98% ✓	2.92%
Annual dividend / share	$2.00	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	-50%	0% ✓
Portfolio after 10y	$23.3K	$24.3K ✓
Annual income after 10y	$2.31	$352.73 ✓
Total dividends collected	$2.1K	$3.2K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	FOGRX Portfolio	FOGRX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1	$11,699	$999.00	$11,002	$292.38	+$697.00 → FOGRX
2	$13,064	$546.14	$12,084	$300.36	+$980.00 → FOGRX
3	$14,264	$284.98	$13,250	$308.02	+$1.0K → FOGRX
4	$15,407	$145.40	$14,506	$315.35	+$901.00 → FOGRX
5	$16,559	$73.39	$15,858	$322.35	+$701.00 → FOGRX
6	$17,755	$36.86	$17,313	$329.04	+$442.00 → FOGRX
7	$19,017	$18.47	$18,878	$335.42	+$139.00 → FOGRX
8← crossover	$20,357	$9.24	$20,560	$341.49	$203.00 → HDV
9	$21,787	$4.62	$22,367	$347.25	$580.00 → HDV
10	$23,314	$2.31	$24,307	$352.73	$993.00 → HDV

FOGRX vs HDV: Complete Analysis 2026

FOGRX — Stock

The investment seeks long-term capital appreciation. Under normal market conditions, the Advisor intends to invest at least 80% of its assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights. The fund may also invest up to 35% of its assets in preferred stocks and warrants. The fund may invest in securities issued by companies with large, medium, or small capitalization.

Full FOGRX 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.