HomeCompareHDGFX vs DIVO

HDGFX vs DIVO: Dividend Comparison 2026

HDGFX yields 13.38% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDGFX wins by $17.5K in total portfolio value
10 years
HDGFX
HDGFX
● Live price
13.38%
Share price
$33.23
Annual div
$4.45
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.2K
Annual income
$3,070.54
Full HDGFX calculator →
DIVO
DIVO
● Live price
6.49%
Share price
$44.85
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$981.68
Full DIVO calculator →

Portfolio growth — HDGFX vs DIVO

📍 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 PeriodHDGFXDIVO
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, HDGFX + DIVO cover 0 of 12 monthsgood coverage

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

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)
$1,137.09/yr
After 10yr DRIP, annual income (after tax)
$2,609.96/yr
DIVO
Annual income on $10K today (after 15% tax)
$552.00/yr
After 10yr DRIP, annual income (after tax)
$834.43/yr
At 15% tax rate, HDGFX beats the other by $1,775.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HDGFX: 50%DIVO: 50%
100% DIVO50/50100% HDGFX
Portfolio after 10yr
$39.5K
Annual income
$2,026.11/yr
Blended yield
5.13%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HDGFX buys
0
DIVO buys
0
No recent congressional trades found for HDGFX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHDGFXDIVO
Forward yield13.38%6.49%
Annual dividend / share$4.45$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$48.2K$30.7K
Annual income after 10y$3,070.54$981.68
Total dividends collected$21.7K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHDGFX PortfolioHDGFX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$12,038$1,337.76$11,349$649.42+$689.00HDGFX
2$14,385$1,505.01$12,833$688.83+$1.6KHDGFX
3$17,073$1,680.86$14,459$727.90+$2.6KHDGFX
4$20,133$1,864.41$16,238$766.49+$3.9KHDGFX
5$23,597$2,054.69$18,179$804.47+$5.4KHDGFX
6$27,499$2,250.67$20,293$841.71+$7.2KHDGFX
7$31,875$2,451.29$22,591$878.14+$9.3KHDGFX
8$36,762$2,655.51$25,087$913.65+$11.7KHDGFX
9$42,198$2,862.26$27,791$948.18+$14.4KHDGFX
10$48,222$3,070.54$30,718$981.68+$17.5KHDGFX

HDGFX vs DIVO: 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 →

DIVOETF

DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.

Full DIVO 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.