HomeCompareSGTTX vs HDV

SGTTX vs HDV: Dividend Comparison 2026

SGTTX yields 7.81% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SGTTX wins by $9.2K in total portfolio value
10 years
SGTTX
SGTTX
● Live price
7.81%
Share price
$100.89
Annual div
$7.88
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.5K
Annual income
$1,280.63
Full SGTTX 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 — SGTTX vs HDV

📍 SGTTX 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 PeriodSGTTXHDV
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, SGTTX + HDV cover 0 of 12 monthsgood coverage

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

SGTTX
Annual income on $10K today (after 15% tax)
$663.83/yr
After 10yr DRIP, annual income (after tax)
$1,088.54/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, SGTTX beats the other by $789.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGTTX: 50%HDV: 50%
100% HDV50/50100% SGTTX
Portfolio after 10yr
$28.9K
Annual income
$816.17/yr
Blended yield
2.82%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGTTX buys
0
HDV buys
0
No recent congressional trades found for SGTTX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGTTXHDV
Forward yield7.81%2.92%
Annual dividend / share$7.88$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.5K$24.3K
Annual income after 10y$1,280.63$351.71
Total dividends collected$10.3K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSGTTX PortfolioSGTTX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,481$780.97$11,002$291.67+$479.00SGTTX
2$13,123$837.97$12,082$299.61+$1.0KSGTTX
3$14,936$895.13$13,247$307.23+$1.7KSGTTX
4$16,934$952.20$14,503$314.52+$2.4KSGTTX
5$19,128$1,008.93$15,854$321.50+$3.3KSGTTX
6$21,532$1,065.11$17,308$328.15+$4.2KSGTTX
7$24,160$1,120.54$18,871$334.49+$5.3KSGTTX
8$27,027$1,175.04$20,551$340.53+$6.5KSGTTX
9$30,147$1,228.44$22,357$346.27+$7.8KSGTTX
10$33,538$1,280.63$24,296$351.71+$9.2KSGTTX

SGTTX vs HDV: Complete Analysis 2026

SGTTXStock

The investment seeks long-term capital appreciation. The fund generally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of U.S. and non-U.S. companies with business operations in technology and technology-related industries. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. exchanges or have been formed under the laws of non-U.S. countries. The fund is non-diversified.

Full SGTTX 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.