Is TWGIX or HDV a better dividend investment in 2026?

TWGIX currently yields 18.24% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: TWGIX offers higher current income.

What is the dividend yield difference between TWGIX and HDV?

TWGIX has a forward dividend yield of 18.24% ($9.76/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 15.32 percentage points.

Home › Compare › TWGIX vs HDV

TWGIX vs HDV: Dividend Comparison 2026

TWGIX yields 18.24% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 TWGIX wins by $41.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

TWGIX

● Live price

18.24%

Share price

$53.54

Annual div

$9.76

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$65.5K

Annual income

$5,555.81

Full TWGIX 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 — TWGIX vs HDV

📍 TWGIX 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	TWGIX	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, TWGIX + 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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TWGIX 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.

TWGIX

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

$1,549.99/yr

After 10yr DRIP, annual income (after tax)

$4,722.44/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, TWGIX beats the other by $4,423.49/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 TWGIX + HDV for your $10,000?

TWGIX: 50%HDV: 50%

100% HDV50/50100% TWGIX

Portfolio after 10yr

$44.9K

Annual income

$2,953.76/yr

Blended yield

6.58%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TWGIX buys

HDV buys

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

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

MetricTWGIXHDV

Forward yield	18.24% ✓	2.92%
Annual dividend / share	$9.76 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$65.5K ✓	$24.3K
Annual income after 10y	$5,555.81 ✓	$351.71
Total dividends collected	$35.5K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	TWGIX Portfolio	TWGIX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$12,524	$1,823.52	$11,002	$291.67	+$1.5K → TWGIX
2	$15,534	$2,134.28	$12,082	$299.61	+$3.5K → TWGIX
3	$19,096	$2,474.22	$13,247	$307.23	+$5.8K → TWGIX
4	$23,275	$2,842.51	$14,503	$314.52	+$8.8K → TWGIX
5	$28,143	$3,237.95	$15,854	$321.50	+$12.3K → TWGIX
6	$33,771	$3,658.92	$17,308	$328.15	+$16.5K → TWGIX
7	$40,239	$4,103.52	$18,871	$334.49	+$21.4K → TWGIX
8	$47,625	$4,569.51	$20,551	$340.53	+$27.1K → TWGIX
9	$56,013	$5,054.47	$22,357	$346.27	+$33.7K → TWGIX
10	$65,490	$5,555.81	$24,296	$351.71	+$41.2K → TWGIX

TWGIX vs HDV: Complete Analysis 2026

TWGIX — Stock

The fund invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. Normally, the fund's portfolio will primarily consist of securities of companies demonstrating business improvement. Although the portfolio managers intend to invest the fund's assets primarily in U.S. securities, the fund may invest in securities of foreign companies when these securities meet the portfolio managers' standards of selection.

Full TWGIX 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.