HomeCompareHSWFX vs DGRO

HSWFX vs DGRO: Dividend Comparison 2026

HSWFX yields 3.02% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $7.3K in total portfolio value
10 years
HSWFX
HSWFX
● Live price
3.02%
Share price
$20.28
Annual div
$0.61
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$367.42
Full HSWFX calculator →
DGRO
iShares Core Dividend Growth ETF
● Live price
2.10%
Share price
$70.18
Annual div
$1.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.6K
Annual income
$235.38
Full DGRO calculator →

Portfolio growth — HSWFX vs DGRO

📍 DGRO 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 PeriodHSWFXDGRO
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%.
📅

Dividend Calendar Overlap

Combined, HSWFX + DGRO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HSWFX
Annual income on $10K today (after 15% tax)
$257.02/yr
After 10yr DRIP, annual income (after tax)
$312.31/yr
DGRO
Annual income on $10K today (after 15% tax)
$178.14/yr
After 10yr DRIP, annual income (after tax)
$200.07/yr
At 15% tax rate, HSWFX beats the other by $112.23/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HSWFX: 50%DGRO: 50%
100% DGRO50/50100% HSWFX
Portfolio after 10yr
$27.9K
Annual income
$301.40/yr
Blended yield
1.08%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HSWFX buys
0
DGRO buys
0
No recent congressional trades found for HSWFX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHSWFXDGRO
Forward yield3.02%2.10%
Annual dividend / share$0.61$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.3K$31.6K
Annual income after 10y$367.42$235.38
Total dividends collected$3.4K$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHSWFX PortfolioHSWFX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,002$302.38$11,290$209.57$288.00DGRO
2$12,083$310.93$12,722$213.54$639.00DGRO
3$13,248$319.14$14,314$217.18$1.1KDGRO
4$14,503$327.02$16,080$220.53$1.6KDGRO
5$15,853$334.56$18,040$223.59$2.2KDGRO
6$17,304$341.77$20,215$226.40$2.9KDGRO
7$18,864$348.66$22,627$228.96$3.8KDGRO
8$20,540$355.22$25,302$231.31$4.8KDGRO
9$22,339$361.48$28,268$233.44$5.9KDGRO
10$24,270$367.42$31,557$235.38$7.3KDGRO

HSWFX vs DGRO: Complete Analysis 2026

HSWFXStock

The fund normally invests at least 65% of its total assets in equity securities of companies located outside the United States and at least 80% of its assets in common and preferred stock and securities convertible into common stock, including derivative investments that provide exposure to such securities.

Full HSWFX 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.