Is WAGOX or HDV a better dividend investment in 2026?

WAGOX currently yields 10.27% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: WAGOX offers higher current income.

What is the dividend yield difference between WAGOX and HDV?

WAGOX has a forward dividend yield of 10.27% ($0.35/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 7.35 percentage points.

Home › Compare › WAGOX vs HDV

WAGOX vs HDV: Dividend Comparison 2026

WAGOX yields 10.27% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 WAGOX wins by $15.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

WAGOX

● Live price

10.27%

Share price

$3.41

Annual div

$0.35

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$39.4K

Annual income

$1,955.73

Full WAGOX 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 — WAGOX vs HDV

📍 WAGOX 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	WAGOX	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, WAGOX + 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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WAGOX 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.

WAGOX

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

$872.61/yr

After 10yr DRIP, annual income (after tax)

$1,662.37/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, WAGOX beats the other by $1,363.42/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 WAGOX + HDV for your $10,000?

WAGOX: 50%HDV: 50%

100% HDV50/50100% WAGOX

Portfolio after 10yr

$31.9K

Annual income

$1,153.73/yr

Blended yield

3.62%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WAGOX buys

HDV buys

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

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

MetricWAGOXHDV

Forward yield	10.27% ✓	2.92%
Annual dividend / share	$0.35	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$39.4K ✓	$24.3K
Annual income after 10y	$1,955.73 ✓	$351.71
Total dividends collected	$14.9K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	WAGOX Portfolio	WAGOX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,727	$1,026.60	$11,002	$291.67	+$725.00 → WAGOX
2	$13,673	$1,125.09	$12,082	$299.61	+$1.6K → WAGOX
3	$15,856	$1,225.98	$13,247	$307.23	+$2.6K → WAGOX
4	$18,294	$1,328.72	$14,503	$314.52	+$3.8K → WAGOX
5	$21,008	$1,432.78	$15,854	$321.50	+$5.2K → WAGOX
6	$24,016	$1,537.65	$17,308	$328.15	+$6.7K → WAGOX
7	$27,340	$1,642.84	$18,871	$334.49	+$8.5K → WAGOX
8	$31,001	$1,747.87	$20,551	$340.53	+$10.4K → WAGOX
9	$35,024	$1,852.30	$22,357	$346.27	+$12.7K → WAGOX
10	$39,431	$1,955.73	$24,296	$351.71	+$15.1K → WAGOX

WAGOX vs HDV: Complete Analysis 2026

WAGOX — Stock

The investment seeks long-term growth of capital. The fund invests primarily in small and micro-cap foreign and domestic companies. It will invest its assets in the equity securities of foreign and domestic companies with market capitalizations of less than US$5 billion at the time of purchase. The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, financials, health care, industrials, and information technology.

Full WAGOX 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.