HomeCompareWGIFX vs HDV

WGIFX vs HDV: Dividend Comparison 2026

WGIFX yields 10.95% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WGIFX wins by $16.9K in total portfolio value
10 years
WGIFX
WGIFX
● Live price
10.95%
Share price
$70.23
Annual div
$7.69
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.2K
Annual income
$2,172.47
Full WGIFX 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 — WGIFX vs HDV

📍 WGIFX 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 PeriodWGIFXHDV
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, WGIFX + HDV cover 0 of 12 monthsgood coverage

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

WGIFX
Annual income on $10K today (after 15% tax)
$930.35/yr
After 10yr DRIP, annual income (after tax)
$1,846.60/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, WGIFX beats the other by $1,547.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WGIFX: 50%HDV: 50%
100% HDV50/50100% WGIFX
Portfolio after 10yr
$32.8K
Annual income
$1,262.09/yr
Blended yield
3.85%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WGIFX buys
0
HDV buys
0
No recent congressional trades found for WGIFX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWGIFXHDV
Forward yield10.95%2.92%
Annual dividend / share$7.69$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$41.2K$24.3K
Annual income after 10y$2,172.47$351.71
Total dividends collected$16.3K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWGIFX PortfolioWGIFX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,795$1,094.53$11,002$291.67+$793.00WGIFX
2$13,827$1,206.49$12,082$299.61+$1.7KWGIFX
3$16,116$1,321.84$13,247$307.23+$2.9KWGIFX
4$18,684$1,439.94$14,503$314.52+$4.2KWGIFX
5$21,553$1,560.17$15,854$321.50+$5.7KWGIFX
6$24,743$1,681.93$17,308$328.15+$7.4KWGIFX
7$28,280$1,804.60$18,871$334.49+$9.4KWGIFX
8$32,187$1,927.60$20,551$340.53+$11.6KWGIFX
9$36,490$2,050.40$22,357$346.27+$14.1KWGIFX
10$41,217$2,172.47$24,296$351.71+$16.9KWGIFX

WGIFX vs HDV: Complete Analysis 2026

WGIFXStock

The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances the fund will invest a significant portion of its assets in a number of countries outside the United States, including in developing countries.

Full WGIFX 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.