HomeCompareSHGTX vs DVY

SHGTX vs DVY: Dividend Comparison 2026

SHGTX yields 8.06% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SHGTX wins by $9.1K in total portfolio value
10 years
SHGTX
SHGTX
● Live price
8.06%
Share price
$95.04
Annual div
$7.66
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.1K
Annual income
$1,342.22
Full SHGTX calculator →
DVY
DVY
● Live price
3.46%
Share price
$151.41
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.91
Full DVY calculator →

Portfolio growth — SHGTX vs DVY

📍 SHGTX 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 PeriodSHGTXDVY
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, SHGTX + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SHGTX pays
DVY pays
Both pay
Neither
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Tax Bracket Optimizer

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

SHGTX
Annual income on $10K today (after 15% tax)
$685.11/yr
After 10yr DRIP, annual income (after tax)
$1,140.89/yr
DVY
Annual income on $10K today (after 15% tax)
$294.47/yr
After 10yr DRIP, annual income (after tax)
$367.97/yr
At 15% tax rate, SHGTX beats the other by $772.91/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SHGTX + DVY for your $10,000?

SHGTX: 50%DVY: 50%
100% DVY50/50100% SHGTX
Portfolio after 10yr
$29.6K
Annual income
$887.56/yr
Blended yield
3.00%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHGTX buys
0
DVY buys
0
No recent congressional trades found for SHGTX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHGTXDVY
Forward yield8.06%3.46%
Annual dividend / share$7.66$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.1K$25.0K
Annual income after 10y$1,342.22$432.91
Total dividends collected$10.8K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: SHGTX vs DVY ($10,000, DRIP)

YearSHGTX PortfolioSHGTX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,506$806.02$11,046$346.43+$460.00SHGTX
2$13,178$866.73$12,177$357.65+$1.0KSHGTX
3$15,028$927.75$13,398$368.47+$1.6KSHGTX
4$17,069$988.79$14,715$378.89+$2.4KSHGTX
5$19,314$1,049.60$16,134$388.90+$3.2KSHGTX
6$21,775$1,109.91$17,662$398.51+$4.1KSHGTX
7$24,469$1,169.53$19,306$407.71+$5.2KSHGTX
8$27,410$1,228.23$21,074$416.50+$6.3KSHGTX
9$30,615$1,285.85$22,974$424.90+$7.6KSHGTX
10$34,100$1,342.22$25,015$432.91+$9.1KSHGTX

SHGTX vs DVY: Complete Analysis 2026

SHGTXStock

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 SHGTX Calculator →

DVYETF

The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full DVY 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.