HomeCompareHDGFX vs DGRO

HDGFX vs DGRO: Dividend Comparison 2026

HDGFX yields 13.45% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDGFX wins by $16.8K in total portfolio value
10 years
HDGFX
HDGFX
● Live price
13.45%
Share price
$33.05
Annual div
$4.45
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.4K
Annual income
$3,100.61
Full HDGFX calculator →
DGRO
iShares Core Dividend Growth ETF
● Live price
2.13%
Share price
$68.98
Annual div
$1.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.6K
Annual income
$239.96
Full DGRO calculator →

Portfolio growth — HDGFX vs DGRO

📍 HDGFX 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 PeriodHDGFXDGRO
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%.
📅

Dividend Calendar Overlap

Combined, HDGFX + DGRO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HDGFX pays
DGRO pays
Both pay
Neither
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Tax Bracket Optimizer

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

HDGFX
Annual income on $10K today (after 15% tax)
$1,143.29/yr
After 10yr DRIP, annual income (after tax)
$2,635.52/yr
DGRO
Annual income on $10K today (after 15% tax)
$181.24/yr
After 10yr DRIP, annual income (after tax)
$203.97/yr
At 15% tax rate, HDGFX beats the other by $2,431.55/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of HDGFX + DGRO for your $10,000?

HDGFX: 50%DGRO: 50%
100% DGRO50/50100% HDGFX
Portfolio after 10yr
$40.0K
Annual income
$1,670.29/yr
Blended yield
4.17%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HDGFX buys
0
DGRO buys
0
No recent congressional trades found for HDGFX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHDGFXDGRO
Forward yield13.45%2.13%
Annual dividend / share$4.45$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$48.4K$31.6K
Annual income after 10y$3,100.61$239.96
Total dividends collected$21.9K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: HDGFX vs DGRO ($10,000, DRIP)

YearHDGFX PortfolioHDGFX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$12,045$1,345.04$11,293$213.22+$752.00HDGFX
2$14,402$1,514.12$12,730$217.32+$1.7KHDGFX
3$17,102$1,692.00$14,326$221.10+$2.8KHDGFX
4$20,177$1,877.78$16,098$224.56+$4.1KHDGFX
5$23,660$2,070.46$18,064$227.74+$5.6KHDGFX
6$27,586$2,269.02$20,246$230.65+$7.3KHDGFX
7$31,989$2,472.38$22,666$233.30+$9.3KHDGFX
8$36,908$2,679.48$25,349$235.73+$11.6KHDGFX
9$42,380$2,889.23$28,325$237.94+$14.1KHDGFX
10$48,448$3,100.61$31,624$239.96+$16.8KHDGFX

HDGFX vs DGRO: Complete Analysis 2026

HDGFXStock

The fund invests primarily in a portfolio of equity securities that typically have above average dividend yields and whose prospects for capital appreciation are considered favorable by the sub-adviser. Under normal market and economic conditions, at least 80% of its net assets are invested in dividend paying equity securities. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

Full HDGFX Calculator →

DGROETF

The iShares Core Dividend Growth ETF seeks to track the investment results of an index composed of U.S. equities with a history of consistently growing dividends.

Full DGRO 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.