Home › Compare › USAGX vs HDV

USAGX vs HDV: Dividend Comparison 2026

USAGX yields 0.24% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $4.3K in total portfolio value
10 years
USAGX
USAGX
● Live price
0.24%
Share price
$47.88
Annual div
$0.12
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.0K
Annual income
$24.44
Full USAGX 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 — USAGX vs HDV

📍 HDV 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 PeriodUSAGXHDV
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, USAGX + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

USAGX
Annual income on $10K today (after 15% tax)
$20.45/yr
After 10yr DRIP, annual income (after tax)
$20.77/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, HDV beats the other by $279.05/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

USAGX: 50%HDV: 50%
100% HDV50/50100% USAGX
Portfolio after 10yr
$22.2K
Annual income
$188.58/yr
Blended yield
0.85%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

USAGX buys
0
HDV buys
0
No recent congressional trades found for USAGX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUSAGXHDV
Forward yield0.24%2.92% ✓
Annual dividend / share$0.12$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.0K$24.3K ✓
Annual income after 10y$24.44$352.73 ✓
Total dividends collected$243.00 ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearUSAGX PortfolioUSAGX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,724$24.06$11,002$292.38$278.00 → HDV
2$11,499$24.12$12,084$300.36$585.00 → HDV
3$12,328$24.17$13,250$308.02$922.00 → HDV
4$13,215$24.22$14,506$315.35$1.3K → HDV
5$14,164$24.26$15,858$322.35$1.7K → HDV
6$15,180$24.30$17,313$329.04$2.1K → HDV
7$16,267$24.34$18,878$335.42$2.6K → HDV
8$17,430$24.38$20,560$341.49$3.1K → HDV
9$18,675$24.41$22,367$347.25$3.7K → HDV
10$20,007$24.44$24,307$352.73$4.3K → HDV

USAGX vs HDV: Complete Analysis 2026

USAGX — Stock

The fund normally invests at least 80% of its assets in equity securities of domestic and foreign companies (including those located in emerging markets) principally engaged in the exploration, mining, or processing of gold and other precious metals and minerals, such as platinum, silver, and diamonds. It is non-diversified.

Full USAGX 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 USAGX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

USAGX vs SCHDUSAGX vs JEPIUSAGX vs OUSAGX vs KOUSAGX vs MAINUSAGX vs VYMUSAGX vs DVYUSAGX 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.