Home › Compare › TWGGX vs HDV

TWGGX vs HDV: Dividend Comparison 2026

TWGGX yields 9.77% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TWGGX wins by $13.9K in total portfolio value
10 years
TWGGX
TWGGX
● Live price
9.77%
Share price
$10.51
Annual div
$1.03
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.2K
Annual income
$1,806.31
Full TWGGX 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 — TWGGX vs HDV

📍 TWGGX 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 PeriodTWGGXHDV
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, TWGGX + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

TWGGX
Annual income on $10K today (after 15% tax)
$830.51/yr
After 10yr DRIP, annual income (after tax)
$1,535.36/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, TWGGX beats the other by $1,236.41/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TWGGX: 50%HDV: 50%
100% HDV50/50100% TWGGX
Portfolio after 10yr
$31.2K
Annual income
$1,079.02/yr
Blended yield
3.45%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TWGGX buys
0
HDV buys
0
No recent congressional trades found for TWGGX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTWGGXHDV
Forward yield9.77% ✓2.92%
Annual dividend / share$1.03$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.2K ✓$24.3K
Annual income after 10y$1,806.31 ✓$351.71
Total dividends collected$13.9K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTWGGX PortfolioTWGGX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,677$977.07$11,002$291.67+$675.00 → TWGGX
2$13,561$1,066.29$12,082$299.61+$1.5K → TWGGX
3$15,667$1,157.29$13,247$307.23+$2.4K → TWGGX
4$18,014$1,249.59$14,503$314.52+$3.5K → TWGGX
5$20,617$1,342.74$15,854$321.50+$4.8K → TWGGX
6$23,497$1,436.28$17,308$328.15+$6.2K → TWGGX
7$26,671$1,529.79$18,871$334.49+$7.8K → TWGGX
8$30,161$1,622.87$20,551$340.53+$9.6K → TWGGX
9$33,988$1,715.16$22,357$346.27+$11.6K → TWGGX
10$38,173$1,806.31$24,296$351.71+$13.9K → TWGGX

TWGGX vs HDV: Complete Analysis 2026

TWGGX — Stock

Seeks capital growth

Full TWGGX 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 →
📬

Get this TWGGX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

TWGGX vs SCHDTWGGX vs JEPITWGGX vs OTWGGX vs KOTWGGX vs MAINTWGGX vs VYMTWGGX vs DVYTWGGX vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.