Is LSGLX or HDV a better dividend investment in 2026?

LSGLX currently yields 13.46% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: LSGLX offers higher current income.

What is the dividend yield difference between LSGLX and HDV?

LSGLX has a forward dividend yield of 13.46% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 10.54 percentage points.

Home › Compare › LSGLX vs HDV

LSGLX vs HDV: Dividend Comparison 2026

LSGLX yields 13.46% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 LSGLX wins by $24.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

LSGLX

● Live price

13.46%

Share price

$14.86

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$48.5K

Annual income

$3,104.14

Full LSGLX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — LSGLX vs HDV

📍 LSGLX 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	LSGLX	HDV
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, LSGLX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

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LSGLX pays

HDV pays

Both pay

Neither

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Tax Bracket Optimizer

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

LSGLX

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

$1,144.01/yr

After 10yr DRIP, annual income (after tax)

$2,638.52/yr

HDV

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

$248.52/yr

After 10yr DRIP, annual income (after tax)

$299.82/yr

At 15% tax rate, LSGLX beats the other by $2,338.70/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 LSGLX + HDV for your $10,000?

LSGLX: 50%HDV: 50%

100% HDV50/50100% LSGLX

Portfolio after 10yr

$36.4K

Annual income

$1,728.43/yr

Blended yield

4.75%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LSGLX buys

HDV buys

No recent congressional trades found for LSGLX or HDV in the last 90 days.

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

MetricLSGLXHDV

Forward yield	13.46% ✓	2.92%
Annual dividend / share	$2.00	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$48.5K ✓	$24.3K
Annual income after 10y	$3,104.14 ✓	$352.73
Total dividends collected	$21.9K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

Year-by-year: LSGLX vs HDV ($10,000, DRIP)

Year	LSGLX Portfolio	LSGLX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$12,046	$1,345.90	$11,002	$292.38	+$1.0K → LSGLX
2	$14,404	$1,515.19	$12,084	$300.36	+$2.3K → LSGLX
3	$17,106	$1,693.31	$13,250	$308.02	+$3.9K → LSGLX
4	$20,183	$1,879.34	$14,506	$315.35	+$5.7K → LSGLX
5	$23,668	$2,072.31	$15,858	$322.35	+$7.8K → LSGLX
6	$27,596	$2,271.17	$17,313	$329.04	+$10.3K → LSGLX
7	$32,002	$2,474.85	$18,878	$335.42	+$13.1K → LSGLX
8	$36,925	$2,682.28	$20,560	$341.49	+$16.4K → LSGLX
9	$42,402	$2,892.39	$22,367	$347.25	+$20.0K → LSGLX
10	$48,474	$3,104.14	$24,307	$352.73	+$24.2K → LSGLX

LSGLX vs HDV: Complete Analysis 2026

LSGLX — Stock

The investment seeks high total investment return through a combination of high current income and capital appreciation. The fund will normally invest at least 80% of its net assets (plus any borrowings made for investment purposes) in fixed-income securities (for example, bonds and other investments that Loomis Sayles believes have similar economic characteristics, such as notes, debentures and loans). It invests primarily in investment-grade fixed-income securities worldwide, although the fund may invest up to 20% of its assets in below investment-grade fixed-income securities (commonly known as "junk bonds").

Full LSGLX Calculator →

HDV — ETF

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

Full HDV 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.