Is SGOAX or HDV a better dividend investment in 2026?

SGOAX currently yields 11.83% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: SGOAX offers higher current income.

What is the dividend yield difference between SGOAX and HDV?

SGOAX has a forward dividend yield of 11.83% ($3.30/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 8.91 percentage points.

Home › Compare › SGOAX vs HDV

SGOAX vs HDV: Dividend Comparison 2026

SGOAX yields 11.83% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 SGOAX wins by $19.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SGOAX

● Live price

11.83%

Share price

$27.91

Annual div

$3.30

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$43.7K

Annual income

$2,476.65

Full SGOAX 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 — SGOAX vs HDV

📍 SGOAX 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	SGOAX	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, SGOAX + 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

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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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SGOAX 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.

SGOAX

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

$1,005.66/yr

After 10yr DRIP, annual income (after tax)

$2,105.15/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, SGOAX beats the other by $1,806.20/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 SGOAX + HDV for your $10,000?

SGOAX: 50%HDV: 50%

100% HDV50/50100% SGOAX

Portfolio after 10yr

$34.0K

Annual income

$1,414.18/yr

Blended yield

4.16%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGOAX buys

HDV buys

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

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

MetricSGOAXHDV

Forward yield	11.83% ✓	2.92%
Annual dividend / share	$3.30	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$43.7K ✓	$24.3K
Annual income after 10y	$2,476.65 ✓	$351.71
Total dividends collected	$18.2K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SGOAX Portfolio	SGOAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,883	$1,183.12	$11,002	$291.67	+$881.00 → SGOAX
2	$14,029	$1,313.95	$12,082	$299.61	+$1.9K → SGOAX
3	$16,461	$1,449.73	$13,247	$307.23	+$3.2K → SGOAX
4	$19,203	$1,589.74	$14,503	$314.52	+$4.7K → SGOAX
5	$22,280	$1,733.23	$15,854	$321.50	+$6.4K → SGOAX
6	$25,719	$1,879.43	$17,308	$328.15	+$8.4K → SGOAX
7	$29,547	$2,027.60	$18,871	$334.49	+$10.7K → SGOAX
8	$33,792	$2,177.00	$20,551	$340.53	+$13.2K → SGOAX
9	$38,485	$2,326.90	$22,357	$346.27	+$16.1K → SGOAX
10	$43,655	$2,476.65	$24,296	$351.71	+$19.4K → SGOAX

SGOAX vs HDV: Complete Analysis 2026

SGOAX — Stock

The investment seeks to provide the opportunity for capital appreciation with some opportunity to generate income. The fund invests in other SEI Funds, each of which has its own investment goal (the Underlying SEI Funds), that form the non-underlying muni bond fund component of the GoalLink Strategy. The Underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes. The fund's assets may be diversified across Underlying SEI equity funds, bond and money market funds and real estate funds.

Full SGOAX 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.