Is SAGWX or HDV a better dividend investment in 2026?

SAGWX currently yields 5.95% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: SAGWX offers higher current income.

What is the dividend yield difference between SAGWX and HDV?

SAGWX has a forward dividend yield of 5.95% ($0.36/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 3.03 percentage points.

Home › Compare › SAGWX vs HDV

SAGWX vs HDV: Dividend Comparison 2026

SAGWX yields 5.95% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 SAGWX wins by $5.3K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SAGWX

● Live price

5.95%

Share price

$6.06

Annual div

$0.36

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.6K

Annual income

$870.32

Full SAGWX 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 — SAGWX vs HDV

📍 SAGWX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	SAGWX	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%.

📅

Dividend Calendar Overlap

Combined, SAGWX + HDV cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SAGWX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SAGWX

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

$506.11/yr

After 10yr DRIP, annual income (after tax)

$739.77/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, SAGWX beats the other by $440.82/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SAGWX: 50%HDV: 50%

100% HDV50/50100% SAGWX

Portfolio after 10yr

$27.0K

Annual income

$611.02/yr

Blended yield

2.27%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SAGWX buys

HDV buys

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

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

MetricSAGWXHDV

Forward yield	5.95% ✓	2.92%
Annual dividend / share	$0.36	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$29.6K ✓	$24.3K
Annual income after 10y	$870.32 ✓	$351.71
Total dividends collected	$7.4K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SAGWX Portfolio	SAGWX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,295	$595.43	$11,002	$291.67	+$293.00 → SAGWX
2	$12,715	$628.56	$12,082	$299.61	+$633.00 → SAGWX
3	$14,266	$661.25	$13,247	$307.23	+$1.0K → SAGWX
4	$15,958	$693.39	$14,503	$314.52	+$1.5K → SAGWX
5	$17,800	$724.89	$15,854	$321.50	+$1.9K → SAGWX
6	$19,802	$755.66	$17,308	$328.15	+$2.5K → SAGWX
7	$21,973	$785.65	$18,871	$334.49	+$3.1K → SAGWX
8	$24,326	$814.78	$20,551	$340.53	+$3.8K → SAGWX
9	$26,872	$843.01	$22,357	$346.27	+$4.5K → SAGWX
10	$29,623	$870.32	$24,296	$351.71	+$5.3K → SAGWX

SAGWX vs HDV: Complete Analysis 2026

SAGWX — Stock

The investment seeks growth of capital. The fund invests at least 80% of its assets in small-capitalization companies. Small capitalization companies are companies that have market capitalizations within the range represented in the Russell 2000 ® Index. It invests primarily in common stocks of small-capitalization companies that the sub-advisor believes are high quality, have superior business models, solid management teams, sustainable growth potential and are attractively valued. The fund may invest without limitation in foreign securities.

Full SAGWX 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 →

📬

Get this SAGWX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SAGWX vs SCHD SAGWX vs JEPI SAGWX vs O SAGWX vs KO SAGWX vs MAIN SAGWX vs VYM SAGWX vs DVY SAGWX vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.