Is NBGNX or HDV a better dividend investment in 2026?

NBGNX currently yields 16.60% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: NBGNX offers higher current income.

What is the dividend yield difference between NBGNX and HDV?

NBGNX has a forward dividend yield of 16.60% ($8.76/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 13.68 percentage points.

Home › Compare › NBGNX vs HDV

NBGNX vs HDV: Dividend Comparison 2026

NBGNX yields 16.60% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 NBGNX wins by $34.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

NBGNX

● Live price

16.60%

Share price

$52.79

Annual div

$8.76

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$59.1K

Annual income

$4,601.82

Full NBGNX 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 — NBGNX vs HDV

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

Jan

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Feb

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Mar

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Apr

—

May

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Jun

—

Jul

—

Aug

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Sep

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Oct

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Nov

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Dec

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NBGNX 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.

NBGNX

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

$1,410.91/yr

After 10yr DRIP, annual income (after tax)

$3,911.55/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, NBGNX beats the other by $3,611.73/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 NBGNX + HDV for your $10,000?

NBGNX: 50%HDV: 50%

100% HDV50/50100% NBGNX

Portfolio after 10yr

$41.7K

Annual income

$2,477.27/yr

Blended yield

5.94%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NBGNX buys

HDV buys

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

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

MetricNBGNXHDV

Forward yield	16.60% ✓	2.92%
Annual dividend / share	$8.76 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$59.1K ✓	$24.3K
Annual income after 10y	$4,601.82 ✓	$352.73
Total dividends collected	$30.4K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	NBGNX Portfolio	NBGNX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$12,360	$1,659.90	$11,002	$292.38	+$1.4K → NBGNX
2	$15,142	$1,917.40	$12,084	$300.36	+$3.1K → NBGNX
3	$18,398	$2,195.39	$13,250	$308.02	+$5.1K → NBGNX
4	$22,179	$2,492.86	$14,506	$315.35	+$7.7K → NBGNX
5	$26,540	$2,808.53	$15,858	$322.35	+$10.7K → NBGNX
6	$31,538	$3,140.92	$17,313	$329.04	+$14.2K → NBGNX
7	$37,234	$3,488.32	$18,878	$335.42	+$18.4K → NBGNX
8	$43,690	$3,848.91	$20,560	$341.49	+$23.1K → NBGNX
9	$50,969	$4,220.74	$22,367	$347.25	+$28.6K → NBGNX
10	$59,138	$4,601.82	$24,307	$352.73	+$34.8K → NBGNX

NBGNX vs HDV: Complete Analysis 2026

NBGNX — Stock

The investment seeks growth of capital. The fund invests mainly in common stocks of small-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of companies in the Russell 2000® Index at the time of initial purchase. It may continue to hold or add to a position in a company after its market capitalization has moved outside the range of the Russell 2000® Index. The fund seeks to reduce risk by diversifying among many companies and industries.

Full NBGNX 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.