HomeCompareRRBGX vs HDV

RRBGX vs HDV: Dividend Comparison 2026

RRBGX yields 6.64% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 RRBGX wins by $6.7K in total portfolio value
10 years
RRBGX
RRBGX
● Live price
6.64%
Share price
$166.22
Annual div
$11.03
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.0K
Annual income
$1,012.25
Full RRBGX 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 — RRBGX vs HDV

📍 RRBGX 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 PeriodRRBGXHDV
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, RRBGX + HDV cover 0 of 12 monthsgood coverage

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

RRBGX
Annual income on $10K today (after 15% tax)
$564.16/yr
After 10yr DRIP, annual income (after tax)
$860.41/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, RRBGX beats the other by $561.46/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RRBGX: 50%HDV: 50%
100% HDV50/50100% RRBGX
Portfolio after 10yr
$27.7K
Annual income
$681.98/yr
Blended yield
2.47%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RRBGX buys
0
HDV buys
0
No recent congressional trades found for RRBGX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRRBGXHDV
Forward yield6.64%2.92%
Annual dividend / share$11.03$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.0K$24.3K
Annual income after 10y$1,012.25$351.71
Total dividends collected$8.4K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearRRBGX PortfolioRRBGX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,364$663.72$11,002$291.67+$362.00RRBGX
2$12,864$704.89$12,082$299.61+$782.00RRBGX
3$14,510$745.75$13,247$307.23+$1.3KRRBGX
4$16,312$786.15$14,503$314.52+$1.8KRRBGX
5$18,280$825.96$15,854$321.50+$2.4KRRBGX
6$20,425$865.05$17,308$328.15+$3.1KRRBGX
7$22,758$903.30$18,871$334.49+$3.9KRRBGX
8$25,291$940.64$20,551$340.53+$4.7KRRBGX
9$28,039$976.98$22,357$346.27+$5.7KRRBGX
10$31,014$1,012.25$24,296$351.71+$6.7KRRBGX

RRBGX vs HDV: Complete Analysis 2026

RRBGXStock

The investment seeks long-term capital growth; income is a secondary objective. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the common stocks of large and medium-sized blue chip growth companies. It focuses on companies with leading market positions, seasoned management, and strong financial fundamentals. The fund is non-diversified.

Full RRBGX 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.