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SGASF vs HDV: Dividend Comparison 2026

SGASF yields 2.49% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $908.00 in total portfolio value
10 years
SGASF
SGASF
● Live price
2.49%
Share price
$80.44
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.4K
Annual income
$291.93
Full SGASF 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 — SGASF vs HDV

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

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
SGASF pays
HDV pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

SGASF
Annual income on $10K today (after 15% tax)
$211.34/yr
After 10yr DRIP, annual income (after tax)
$248.14/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, HDV beats the other by $50.81/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGASF: 50%HDV: 50%
100% HDV50/50100% SGASF
Portfolio after 10yr
$23.8K
Annual income
$321.82/yr
Blended yield
1.35%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGASF buys
0
HDV buys
0
No recent congressional trades found for SGASF or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGASFHDV
Forward yield2.49%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$23.4K$24.3K ✓
Annual income after 10y$291.93$351.71 ✓
Total dividends collected$2.7K$3.2K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSGASF PortfolioSGASF Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,949$248.64$11,002$291.67$53.00 → HDV
2$11,969$254.41$12,082$299.61$113.00 → HDV
3$13,067$259.94$13,247$307.23$180.00 → HDV
4$14,247$265.21$14,503$314.52$256.00 → HDV
5$15,515$270.25$15,854$321.50$339.00 → HDV
6$16,876$275.04$17,308$328.15$432.00 → HDV
7$18,337$279.59$18,871$334.49$534.00 → HDV
8$19,904$283.92$20,551$340.53$647.00 → HDV
9$21,586$288.03$22,357$346.27$771.00 → HDV
10$23,388$291.93$24,296$351.71$908.00 → HDV

SGASF vs HDV: Complete Analysis 2026

SGASF — Stock

The investment objective of the Fund is to track the performance of US equities with a higher weighting applied to equities exhibiting low valuation characteristics.

Full SGASF 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.