HomeCompareHLMVX vs DGRO

HLMVX vs DGRO: Dividend Comparison 2026

HLMVX yields 22.23% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HLMVX wins by $52.0K in total portfolio value
10 years
HLMVX
HLMVX
● Live price
22.23%
Share price
$29.84
Annual div
$6.63
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$83.7K
Annual income
$8,496.17
Full HLMVX 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 — HLMVX vs DGRO

📍 HLMVX 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 PeriodHLMVXDGRO
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, HLMVX + DGRO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HLMVX 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.

HLMVX
Annual income on $10K today (after 15% tax)
$1,889.89/yr
After 10yr DRIP, annual income (after tax)
$7,221.74/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, HLMVX beats the other by $7,017.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HLMVX: 50%DGRO: 50%
100% DGRO50/50100% HLMVX
Portfolio after 10yr
$57.6K
Annual income
$4,368.06/yr
Blended yield
7.58%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HLMVX buys
0
DGRO buys
0
No recent congressional trades found for HLMVX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHLMVXDGRO
Forward yield22.23%2.13%
Annual dividend / share$6.63$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$83.7K$31.6K
Annual income after 10y$8,496.17$239.96
Total dividends collected$50.2K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHLMVX PortfolioHLMVX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$12,923$2,223.40$11,293$213.22+$1.6KHLMVX
2$16,513$2,685.42$12,730$217.32+$3.8KHLMVX
3$20,876$3,206.93$14,326$221.10+$6.5KHLMVX
4$26,127$3,788.97$16,098$224.56+$10.0KHLMVX
5$32,387$4,431.67$18,064$227.74+$14.3KHLMVX
6$39,788$5,134.20$20,246$230.65+$19.5KHLMVX
7$48,469$5,894.86$22,666$233.30+$25.8KHLMVX
8$58,572$6,711.07$25,349$235.73+$33.2KHLMVX
9$70,252$7,579.51$28,325$237.94+$41.9KHLMVX
10$83,666$8,496.17$31,624$239.96+$52.0KHLMVX

HLMVX vs DGRO: Complete Analysis 2026

HLMVXStock

The Portfolio invests in companies based in the United States and other developed markets, as well as in emerging and frontier markets. It normally holds investments across at least 15 countries. The Portfolio invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks, preferred stocks, rights and warrants issued by companies that are based both inside and outside the United States, securities convertible into such securities (including Depositary Receipts), and investment companies that invest in the types of securities in which the Portfolio would normally invest.

Full HLMVX 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.