HomeCompareHMDCX vs DGRO

HMDCX vs DGRO: Dividend Comparison 2026

HMDCX yields 30.68% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HMDCX wins by $106.0K in total portfolio value
10 years
HMDCX
HMDCX
● Live price
30.68%
Share price
$17.75
Annual div
$5.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$137.6K
Annual income
$18,564.01
Full HMDCX 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 — HMDCX vs DGRO

📍 HMDCX 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 PeriodHMDCXDGRO
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, HMDCX + DGRO cover 0 of 12 monthsgood coverage

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

HMDCX
Annual income on $10K today (after 15% tax)
$2,607.38/yr
After 10yr DRIP, annual income (after tax)
$15,779.41/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, HMDCX beats the other by $15,575.44/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HMDCX: 50%DGRO: 50%
100% DGRO50/50100% HMDCX
Portfolio after 10yr
$84.6K
Annual income
$9,401.98/yr
Blended yield
11.11%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HMDCX buys
0
DGRO buys
0
No recent congressional trades found for HMDCX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHMDCXDGRO
Forward yield30.68%2.13%
Annual dividend / share$5.44$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$137.6K$31.6K
Annual income after 10y$18,564.01$239.96
Total dividends collected$94.7K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHMDCX PortfolioHMDCX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$13,768$3,067.50$11,293$213.22+$2.5KHMDCX
2$18,678$3,946.90$12,730$217.32+$5.9KHMDCX
3$24,990$5,004.39$14,326$221.10+$10.7KHMDCX
4$32,997$6,257.49$16,098$224.56+$16.9KHMDCX
5$43,028$7,721.85$18,064$227.74+$25.0KHMDCX
6$55,451$9,410.69$20,246$230.65+$35.2KHMDCX
7$70,667$11,334.24$22,666$233.30+$48.0KHMDCX
8$89,113$13,499.41$25,349$235.73+$63.8KHMDCX
9$111,260$15,909.48$28,325$237.94+$82.9KHMDCX
10$137,613$18,564.01$31,624$239.96+$106.0KHMDCX

HMDCX vs DGRO: Complete Analysis 2026

HMDCXStock

The fund invests at least 80% of its assets in common stocks of mid-capitalization companies. The sub-adviser defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices.

Full HMDCX 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.