HomeCompareVLGSX vs HDV

VLGSX vs HDV: Dividend Comparison 2026

VLGSX yields 4.08% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VLGSX wins by $1.8K in total portfolio value
10 years
VLGSX
VLGSX
● Live price
4.08%
Share price
$18.62
Annual div
$0.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.1K
Annual income
$530.57
Full VLGSX 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 — VLGSX vs HDV

📍 VLGSX 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 PeriodVLGSXHDV
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, VLGSX + HDV cover 0 of 12 monthsgood coverage

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

VLGSX
Annual income on $10K today (after 15% tax)
$347.03/yr
After 10yr DRIP, annual income (after tax)
$450.98/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, VLGSX beats the other by $152.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VLGSX: 50%HDV: 50%
100% HDV50/50100% VLGSX
Portfolio after 10yr
$25.2K
Annual income
$441.15/yr
Blended yield
1.75%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VLGSX buys
0
HDV buys
0
No recent congressional trades found for VLGSX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVLGSXHDV
Forward yield4.08%2.92%
Annual dividend / share$0.76$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.1K$24.3K
Annual income after 10y$530.57$351.71
Total dividends collected$4.7K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearVLGSX PortfolioVLGSX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,108$408.27$11,002$291.67+$106.00VLGSX
2$12,310$423.85$12,082$299.61+$228.00VLGSX
3$13,610$438.96$13,247$307.23+$363.00VLGSX
4$15,017$453.59$14,503$314.52+$514.00VLGSX
5$16,536$467.72$15,854$321.50+$682.00VLGSX
6$18,174$481.34$17,308$328.15+$866.00VLGSX
7$19,941$494.43$18,871$334.49+$1.1KVLGSX
8$21,844$507.00$20,551$340.53+$1.3KVLGSX
9$23,892$519.05$22,357$346.27+$1.5KVLGSX
10$26,095$530.57$24,296$351.71+$1.8KVLGSX

VLGSX vs HDV: Complete Analysis 2026

VLGSXStock

This fund employs an indexing investment approach designed to track the performance of the Bloomberg U.S. Long Treasury Bond Index. This Index includes fixed income securities issued by the U.S. Treasury (not including inflation protected bonds), with maturities greater than 10 years. Because long-term bonds tend to be very sensitive to interest-rate changes, one of the fund’s key risks is that increases in interest rates may reduce the price of the bonds in the portfolio, which would reduce the fund’s share price. Investors who are looking for a fund that seeks to provide interest income and are able to tolerate significant interest rate risk may wish to consider this fund.

Full VLGSX 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.