Is VRSGX or HDV a better dividend investment in 2026?

VRSGX currently yields 52.29% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: VRSGX offers higher current income.

What is the dividend yield difference between VRSGX and HDV?

VRSGX has a forward dividend yield of 52.29% ($8.29/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 49.37 percentage points.

Home › Compare › VRSGX vs HDV

VRSGX vs HDV: Dividend Comparison 2026

VRSGX yields 52.29% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 VRSGX wins by $418.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

VRSGX

● Live price

52.29%

Share price

$15.85

Annual div

$8.29

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$443.2K

Annual income

$93,069.21

Full VRSGX 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 — VRSGX vs HDV

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

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Oct

—

Nov

—

Dec

—

VRSGX 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.

VRSGX

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

$4,444.87/yr

After 10yr DRIP, annual income (after tax)

$79,108.83/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, VRSGX beats the other by $78,809.88/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 VRSGX + HDV for your $10,000?

VRSGX: 50%HDV: 50%

100% HDV50/50100% VRSGX

Portfolio after 10yr

$233.7K

Annual income

$46,710.46/yr

Blended yield

19.98%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VRSGX buys

HDV buys

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

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

MetricVRSGXHDV

Forward yield	52.29% ✓	2.92%
Annual dividend / share	$8.29 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$443.2K ✓	$24.3K
Annual income after 10y	$93,069.21 ✓	$351.71
Total dividends collected	$357.2K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	VRSGX Portfolio	VRSGX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$15,929	$5,229.26	$11,002	$291.67	+$4.9K → VRSGX
2	$24,829	$7,784.89	$12,082	$299.61	+$12.7K → VRSGX
3	$37,908	$11,340.59	$13,247	$307.23	+$24.7K → VRSGX
4	$56,743	$16,181.47	$14,503	$314.52	+$42.2K → VRSGX
5	$83,352	$22,636.87	$15,854	$321.50	+$67.5K → VRSGX
6	$120,263	$31,076.78	$17,308	$328.15	+$103.0K → VRSGX
7	$170,587	$41,905.42	$18,871	$334.49	+$151.7K → VRSGX
8	$238,080	$55,552.00	$20,551	$340.53	+$217.5K → VRSGX
9	$327,205	$72,459.13	$22,357	$346.27	+$304.8K → VRSGX
10	$443,178	$93,069.21	$24,296	$351.71	+$418.9K → VRSGX

VRSGX vs HDV: Complete Analysis 2026

VRSGX — Stock

Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization growth market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

Full VRSGX 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.