Is HMSFX or DGRO a better dividend investment in 2026?

HMSFX currently yields 7.82% with a 5% 5-year dividend growth rate. DGRO yields 2.13% with 9.5% growth. The better choice depends on your goal: HMSFX offers higher current income.

What is the dividend yield difference between HMSFX and DGRO?

HMSFX has a forward dividend yield of 7.82% ($1.03/share annually). DGRO yields 2.13% ($1.47/share annually). The yield gap is 5.69 percentage points.

Home › Compare › HMSFX vs DGRO

HMSFX vs DGRO: Dividend Comparison 2026

HMSFX yields 7.82% · DGRO yields 2.13%● Live data

vsPost on X →

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

🏆 HMSFX wins by $1.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

HMSFX

● Live price

7.82%

Share price

$13.17

Annual div

$1.03

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$33.6K

Annual income

$1,284.25

Full HMSFX calculator →

DGRO

iShares Core Dividend Growth ETF

● Live price

2.13%

Share price

$68.98

Annual div

$1.47

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.6K

Annual income

$239.96

Full DGRO calculator →

Portfolio growth — HMSFX vs DGRO

📍 HMSFX 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	HMSFX	DGRO
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, HMSFX + DGRO cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

—

Oct

—

Nov

—

Dec

—

HMSFX 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.

HMSFX

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

$665.09/yr

After 10yr DRIP, annual income (after tax)

$1,091.61/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, HMSFX beats the other by $887.65/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 HMSFX + DGRO for your $10,000?

HMSFX: 50%DGRO: 50%

100% DGRO50/50100% HMSFX

Portfolio after 10yr

$32.6K

Annual income

$762.10/yr

Blended yield

2.34%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HMSFX buys

DGRO buys

No recent congressional trades found for HMSFX or DGRO in the last 90 days.

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

MetricHMSFXDGRO

Forward yield	7.82% ✓	2.13%
Annual dividend / share	$1.03	$1.47 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$33.6K ✓	$31.6K
Annual income after 10y	$1,284.25 ✓	$239.96
Total dividends collected	$10.4K ✓	$2.3K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	HMSFX Portfolio	HMSFX Income/yr	DGRO Portfolio	DGRO Income/yr	Gap
1← crossover	$11,482	$782.46	$11,293	$213.22	+$189.00 → HMSFX
2	$13,126	$839.68	$12,730	$217.32	+$396.00 → HMSFX
3	$14,942	$897.07	$14,326	$221.10	+$616.00 → HMSFX
4	$16,942	$954.36	$16,098	$224.56	+$844.00 → HMSFX
5	$19,139	$1,011.33	$18,064	$227.74	+$1.1K → HMSFX
6	$21,547	$1,067.75	$20,246	$230.65	+$1.3K → HMSFX
7	$24,179	$1,123.42	$22,666	$233.30	+$1.5K → HMSFX
8	$27,049	$1,178.17	$25,349	$235.73	+$1.7K → HMSFX
9	$30,174	$1,231.82	$28,325	$237.94	+$1.8K → HMSFX
10	$33,571	$1,284.25	$31,624	$239.96	+$1.9K → HMSFX

HMSFX vs DGRO: Complete Analysis 2026

HMSFX — Stock

Under normal circumstances, the fund invests at least 80% of its net assets in midstream energy infrastructure companies. Investments consist primarily of master limited partnerships (“MLPs”) and common stocks. The fund may also invest in securities such as preferred stocks, warrants, equity-like instruments, and debt instruments. It is non-diversified.

Full HMSFX Calculator →

DGRO — ETF

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.