Is PSGAX or HDV a better dividend investment in 2026?

PSGAX currently yields 59.80% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: PSGAX offers higher current income.

What is the dividend yield difference between PSGAX and HDV?

PSGAX has a forward dividend yield of 59.80% ($8.29/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 56.88 percentage points.

Home › Compare › PSGAX vs HDV

PSGAX vs HDV: Dividend Comparison 2026

PSGAX yields 59.80% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 PSGAX wins by $620.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

PSGAX

● Live price

59.80%

Share price

$13.86

Annual div

$8.29

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$645.2K

Annual income

$150,412.21

Full PSGAX 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 — PSGAX vs HDV

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

PSGAX 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.

PSGAX

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

$5,083.06/yr

After 10yr DRIP, annual income (after tax)

$127,850.38/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, PSGAX beats the other by $127,551.42/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 PSGAX + HDV for your $10,000?

PSGAX: 50%HDV: 50%

100% HDV50/50100% PSGAX

Portfolio after 10yr

$334.7K

Annual income

$75,381.97/yr

Blended yield

22.52%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PSGAX buys

HDV buys

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

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

MetricPSGAXHDV

Forward yield	59.80% ✓	2.92%
Annual dividend / share	$8.29 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$645.2K ✓	$24.3K
Annual income after 10y	$150,412.21 ✓	$351.71
Total dividends collected	$534.7K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	PSGAX Portfolio	PSGAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$16,680	$5,980.07	$11,002	$291.67	+$5.7K → PSGAX
2	$27,170	$9,322.25	$12,082	$299.61	+$15.1K → PSGAX
3	$43,263	$14,191.47	$13,247	$307.23	+$30.0K → PSGAX
4	$67,411	$21,119.06	$14,503	$314.52	+$52.9K → PSGAX
5	$102,883	$30,753.93	$15,854	$321.50	+$87.0K → PSGAX
6	$153,952	$43,866.51	$17,308	$328.15	+$136.6K → PSGAX
7	$226,075	$61,346.33	$18,871	$334.49	+$207.2K → PSGAX
8	$326,092	$84,192.24	$20,551	$340.53	+$305.5K → PSGAX
9	$462,414	$113,494.98	$22,357	$346.27	+$440.1K → PSGAX
10	$645,195	$150,412.21	$24,296	$351.71	+$620.9K → PSGAX

PSGAX vs HDV: Complete Analysis 2026

PSGAX — Stock

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization growth market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

Full PSGAX 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.