Is NRGZ or HDV a better dividend investment in 2026?

NRGZ currently yields 10.16% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: NRGZ offers higher current income.

What is the dividend yield difference between NRGZ and HDV?

NRGZ has a forward dividend yield of 10.16% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 7.24 percentage points.

Home › Compare › NRGZ vs HDV

NRGZ vs HDV: Dividend Comparison 2026

NRGZ yields 10.16% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 NRGZ wins by $14.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

NRGZ

● Live price

10.16%

Share price

$19.68

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$39.2K

Annual income

$1,923.96

Full NRGZ calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.72

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$351.71

Full HDV calculator →

Portfolio growth — NRGZ vs HDV

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

Jan

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Feb

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Mar

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Apr

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May

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Jun

—

Jul

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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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NRGZ 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.

NRGZ

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

$863.82/yr

After 10yr DRIP, annual income (after tax)

$1,635.37/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, NRGZ beats the other by $1,336.41/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 NRGZ + HDV for your $10,000?

NRGZ: 50%HDV: 50%

100% HDV50/50100% NRGZ

Portfolio after 10yr

$31.7K

Annual income

$1,137.84/yr

Blended yield

3.59%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NRGZ buys

HDV buys

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

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

MetricNRGZHDV

Forward yield	10.16% ✓	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	$39.2K ✓	$24.3K
Annual income after 10y	$1,923.96 ✓	$351.71
Total dividends collected	$14.7K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	NRGZ Portfolio	NRGZ Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,716	$1,016.26	$11,002	$291.67	+$714.00 → NRGZ
2	$13,649	$1,112.78	$12,082	$299.61	+$1.6K → NRGZ
3	$15,816	$1,211.56	$13,247	$307.23	+$2.6K → NRGZ
4	$18,235	$1,312.06	$14,503	$314.52	+$3.7K → NRGZ
5	$20,926	$1,413.79	$15,854	$321.50	+$5.1K → NRGZ
6	$23,907	$1,516.23	$17,308	$328.15	+$6.6K → NRGZ
7	$27,199	$1,618.90	$18,871	$334.49	+$8.3K → NRGZ
8	$30,824	$1,721.36	$20,551	$340.53	+$10.3K → NRGZ
9	$34,805	$1,823.17	$22,357	$346.27	+$12.4K → NRGZ
10	$39,166	$1,923.96	$24,296	$351.71	+$14.9K → NRGZ

NRGZ vs HDV: Complete Analysis 2026

NRGZ — Stock

The investment seeks to reflect a 2x inverse leveraged exposure to the performance of the Solactive MicroSectorsTM U.S. Big Oil Index on a daily basis. The notes are senior unsecured medium-term notes issued by Bank of Montreal with a return linked to a two times leveraged participation in the inverse performance of the index, compounded daily, less a Daily Investor Fee, any negative Daily Interest and, if applicable, the Redemption Fee Amount. The index is an equal-dollar weighted index designed to represent the 10 U.S. listed stocks with the largest market capitalization in the energy/oil sector.

Full NRGZ 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.