HomeCompareTRGOX vs HDV

TRGOX vs HDV: Dividend Comparison 2026

TRGOX yields 16.12% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TRGOX wins by $33.1K in total portfolio value
10 years
TRGOX
TRGOX
● Live price
16.12%
Share price
$71.84
Annual div
$11.58
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$57.4K
Annual income
$4,345.97
Full TRGOX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.39
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$352.73
Full HDV calculator →

Portfolio growth — TRGOX vs HDV

📍 TRGOX 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 PeriodTRGOXHDV
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, TRGOX + HDV cover 0 of 12 monthsgood coverage

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

TRGOX
Annual income on $10K today (after 15% tax)
$1,370.13/yr
After 10yr DRIP, annual income (after tax)
$3,694.07/yr
HDV
Annual income on $10K today (after 15% tax)
$248.52/yr
After 10yr DRIP, annual income (after tax)
$299.82/yr
At 15% tax rate, TRGOX beats the other by $3,394.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TRGOX: 50%HDV: 50%
100% HDV50/50100% TRGOX
Portfolio after 10yr
$40.8K
Annual income
$2,349.34/yr
Blended yield
5.75%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRGOX buys
0
HDV buys
0
No recent congressional trades found for TRGOX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTRGOXHDV
Forward yield16.12%2.92%
Annual dividend / share$11.58$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$57.4K$24.3K
Annual income after 10y$4,345.97$352.73
Total dividends collected$29.0K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTRGOX PortfolioTRGOX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,312$1,611.92$11,002$292.38+$1.3KTRGOX
2$15,028$1,854.74$12,084$300.36+$2.9KTRGOX
3$18,196$2,115.88$13,250$308.02+$4.9KTRGOX
4$21,864$2,394.28$14,506$315.35+$7.4KTRGOX
5$26,084$2,688.71$15,858$322.35+$10.2KTRGOX
6$30,907$2,997.72$17,313$329.04+$13.6KTRGOX
7$36,390$3,319.70$18,878$335.42+$17.5KTRGOX
8$42,591$3,652.94$20,560$341.49+$22.0KTRGOX
9$49,568$3,995.64$22,367$347.25+$27.2KTRGOX
10$57,383$4,345.97$24,307$352.73+$33.1KTRGOX

TRGOX vs HDV: Complete Analysis 2026

TRGOXStock

The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the securities of large-cap companies. The advisor defines a large-cap company as one whose market capitalization is larger than the median market capitalization of companies in the Russell 1000® Growth Index, a widely used benchmark of the largest U.S. growth stocks. The fund is non-diversified.

Full TRGOX 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.