HomeCompareAAGTX vs DGRO

AAGTX vs DGRO: Dividend Comparison 2026

AAGTX yields 6.11% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $1.6K in total portfolio value· pulled ahead in Year 4
10 years
AAGTX
AAGTX
● Live price
6.11%
Share price
$22.38
Annual div
$1.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.9K
Annual income
$902.05
Full AAGTX calculator →
DGRO
iShares Core Dividend Growth ETF
● Live price
2.10%
Share price
$70.18
Annual div
$1.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.6K
Annual income
$235.38
Full DGRO calculator →

Portfolio growth — AAGTX vs DGRO

📍 DGRO pulled ahead of the other in Year 4

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 PeriodAAGTXDGRO
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, AAGTX + DGRO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AAGTX pays
DGRO pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

AAGTX
Annual income on $10K today (after 15% tax)
$519.46/yr
After 10yr DRIP, annual income (after tax)
$766.74/yr
DGRO
Annual income on $10K today (after 15% tax)
$178.14/yr
After 10yr DRIP, annual income (after tax)
$200.07/yr
At 15% tax rate, AAGTX beats the other by $566.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AAGTX + DGRO for your $10,000?

AAGTX: 50%DGRO: 50%
100% DGRO50/50100% AAGTX
Portfolio after 10yr
$30.7K
Annual income
$568.71/yr
Blended yield
1.85%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AAGTX buys
0
DGRO buys
0
No recent congressional trades found for AAGTX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAAGTXDGRO
Forward yield6.11%2.10%
Annual dividend / share$1.37$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.9K$31.6K
Annual income after 10y$902.05$235.38
Total dividends collected$7.6K$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: AAGTX vs DGRO ($10,000, DRIP)

YearAAGTX PortfolioAAGTX Income/yrDGRO PortfolioDGRO Income/yrGap
1$11,311$611.13$11,290$209.57+$21.00AAGTX
2$12,749$646.03$12,722$213.54+$27.00AAGTX
3$14,322$680.51$14,314$217.18+$8.00AAGTX
4← crossover$16,039$714.46$16,080$220.53$41.00DGRO
5$17,909$747.77$18,040$223.59$131.00DGRO
6$19,943$780.35$20,215$226.40$272.00DGRO
7$22,152$812.13$22,627$228.96$475.00DGRO
8$24,545$843.04$25,302$231.31$757.00DGRO
9$27,136$873.03$28,268$233.44$1.1KDGRO
10$29,938$902.05$31,557$235.38$1.6KDGRO

AAGTX vs DGRO: Complete Analysis 2026

AAGTXStock

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Full AAGTX Calculator →

DGROETF

The iShares Core Dividend Growth ETF seeks to track the investment results of an index composed of U.S. equities with a history of consistently growing dividends.

Full DGRO 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.