HomeCompareNLGIX vs HDV

NLGIX vs HDV: Dividend Comparison 2026

NLGIX yields 15.23% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NLGIX wins by $30.0K in total portfolio value
10 years
NLGIX
NLGIX
● Live price
15.23%
Share price
$13.13
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$54.3K
Annual income
$3,899.74
Full NLGIX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — NLGIX vs HDV

📍 NLGIX 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 PeriodNLGIXHDV
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, NLGIX + HDV cover 0 of 12 monthsgood coverage

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

NLGIX
Annual income on $10K today (after 15% tax)
$1,294.74/yr
After 10yr DRIP, annual income (after tax)
$3,314.78/yr
HDV
Annual income on $10K today (after 15% tax)
$247.92/yr
After 10yr DRIP, annual income (after tax)
$298.95/yr
At 15% tax rate, NLGIX beats the other by $3,015.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of NLGIX + HDV for your $10,000?

NLGIX: 50%HDV: 50%
100% HDV50/50100% NLGIX
Portfolio after 10yr
$39.3K
Annual income
$2,125.73/yr
Blended yield
5.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NLGIX buys
0
HDV buys
0
No recent congressional trades found for NLGIX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNLGIXHDV
Forward yield15.23%2.92%
Annual dividend / share$2.00$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$54.3K$24.3K
Annual income after 10y$3,899.74$351.71
Total dividends collected$26.5K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNLGIX PortfolioNLGIX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,223$1,523.23$11,002$291.67+$1.2KNLGIX
2$14,819$1,740.07$12,082$299.61+$2.7KNLGIX
3$17,828$1,971.58$13,247$307.23+$4.6KNLGIX
4$21,293$2,216.73$14,503$314.52+$6.8KNLGIX
5$25,257$2,474.33$15,854$321.50+$9.4KNLGIX
6$29,768$2,743.05$17,308$328.15+$12.5KNLGIX
7$34,874$3,021.47$18,871$334.49+$16.0KNLGIX
8$40,623$3,308.08$20,551$340.53+$20.1KNLGIX
9$47,068$3,601.35$22,357$346.27+$24.7KNLGIX
10$54,262$3,899.74$24,296$351.71+$30.0KNLGIX

NLGIX vs HDV: Complete Analysis 2026

NLGIXStock

The investment seeks capital appreciation. Under normal circumstances, the fund invests most of its net assets in shares of equity mutual funds and ETFs managed by the Investment Manager or its affiliates (Columbia Funds), and third party advised funds (collectively, underlying funds). Normally, it invests at least 80% of its net assets in equity securities. For purposes of the fund's 80% policy, equity securities include common stocks, preferred stocks, securities convertible into common stocks, ADRs and GDRs and shares of underlying funds that principally invest in such securities.

Full NLGIX Calculator →

HDVETF

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.