Is HGHAX or DVY a better dividend investment in 2026?

HGHAX currently yields 3.81% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: HGHAX offers higher current income.

What is the dividend yield difference between HGHAX and DVY?

HGHAX has a forward dividend yield of 3.81% ($1.40/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 0.35 percentage points.

Home › Compare › HGHAX vs DVY

HGHAX vs DVY: Dividend Comparison 2026

HGHAX yields 3.81% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 HGHAX wins by $596.00 in total portfolio value

INVESTMENT

TIME HORIZON10 years

HGHAX

● Live price

3.81%

Share price

$36.84

Annual div

$1.40

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.6K

Annual income

$486.47

Full HGHAX calculator →

DVY

● Live price

3.46%

Share price

$151.41

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.0K

Annual income

$432.91

Full DVY calculator →

Portfolio growth — HGHAX vs DVY

📍 HGHAX 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 Period	HGHAX	DVY
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, HGHAX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

—

May

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Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

—

HGHAX pays

DVY pays

Both pay

Neither

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Tax Bracket Optimizer

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

HGHAX

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

$323.75/yr

After 10yr DRIP, annual income (after tax)

$413.50/yr

DVY

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

$294.47/yr

After 10yr DRIP, annual income (after tax)

$367.97/yr

At 15% tax rate, HGHAX beats the other by $45.53/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

What's the optimal mix of HGHAX + DVY for your $10,000?

HGHAX: 50%DVY: 50%

100% DVY50/50100% HGHAX

Portfolio after 10yr

$25.3K

Annual income

$459.68/yr

Blended yield

1.82%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HGHAX buys

DVY buys

No recent congressional trades found for HGHAX or DVY in the last 90 days.

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

MetricHGHAXDVY

Forward yield	3.81% ✓	3.46%
Annual dividend / share	$1.40	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$25.6K ✓	$25.0K
Annual income after 10y	$486.47 ✓	$432.91
Total dividends collected	$4.4K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

Year-by-year: HGHAX vs DVY ($10,000, DRIP)

Year	HGHAX Portfolio	HGHAX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,081	$380.88	$11,046	$346.43	+$35.00 → HGHAX
2	$12,251	$394.43	$12,177	$357.65	+$74.00 → HGHAX
3	$13,516	$407.56	$13,398	$368.47	+$118.00 → HGHAX
4	$14,882	$420.23	$14,715	$378.89	+$167.00 → HGHAX
5	$16,357	$432.44	$16,134	$388.90	+$223.00 → HGHAX
6	$17,946	$444.18	$17,662	$398.51	+$284.00 → HGHAX
7	$19,657	$455.45	$19,306	$407.71	+$351.00 → HGHAX
8	$21,500	$466.26	$21,074	$416.50	+$426.00 → HGHAX
9	$23,481	$476.59	$22,974	$424.90	+$507.00 → HGHAX
10	$25,611	$486.47	$25,015	$432.91	+$596.00 → HGHAX

HGHAX vs DVY: Complete Analysis 2026

HGHAX — Stock

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in the equity securities of health care-related companies worldwide as selected by the sub-adviser, Wellington Management Company LLP ("Wellington Management"). The fund takes a broad approach to investing in the health care sector. It may invest in health-related companies, including companies in the pharmaceuticals, biotechnology, medical delivery, medical products, medical services, managed health care, health information services and emerging health-related subsectors.

Full HGHAX Calculator →

DVY — ETF

The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full DVY 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.