Is AEPFX or DGRO a better dividend investment in 2026?

AEPFX currently yields 14.73% with a 5% 5-year dividend growth rate. DGRO yields 2.13% with 9.5% growth. The better choice depends on your goal: AEPFX offers higher current income.

What is the dividend yield difference between AEPFX and DGRO?

AEPFX has a forward dividend yield of 14.73% ($8.40/share annually). DGRO yields 2.13% ($1.47/share annually). The yield gap is 12.60 percentage points.

Home › Compare › AEPFX vs DGRO

AEPFX vs DGRO: Dividend Comparison 2026

AEPFX yields 14.73% · DGRO yields 2.13%● Live data

vsPost on X →

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

🏆 AEPFX wins by $20.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

AEPFX

● Live price

14.73%

Share price

$57.05

Annual div

$8.40

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$52.5K

Annual income

$3,659.80

Full AEPFX calculator →

DGRO

iShares Core Dividend Growth ETF

● Live price

2.13%

Share price

$68.98

Annual div

$1.47

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.6K

Annual income

$239.96

Full DGRO calculator →

Portfolio growth — AEPFX vs DGRO

📍 AEPFX 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	AEPFX	DGRO
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, AEPFX + DGRO cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

AEPFX pays

DGRO pays

Both pay

Neither

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Tax Bracket Optimizer

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

AEPFX

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

$1,251.70/yr

After 10yr DRIP, annual income (after tax)

$3,110.83/yr

DGRO

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

$181.24/yr

After 10yr DRIP, annual income (after tax)

$203.97/yr

At 15% tax rate, AEPFX beats the other by $2,906.86/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 AEPFX + DGRO for your $10,000?

AEPFX: 50%DGRO: 50%

100% DGRO50/50100% AEPFX

Portfolio after 10yr

$42.1K

Annual income

$1,949.88/yr

Blended yield

4.63%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AEPFX buys

DGRO buys

No recent congressional trades found for AEPFX or DGRO in the last 90 days.

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

MetricAEPFXDGRO

Forward yield	14.73% ✓	2.13%
Annual dividend / share	$8.40 ✓	$1.47
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$52.5K ✓	$31.6K
Annual income after 10y	$3,659.80 ✓	$239.96
Total dividends collected	$25.1K ✓	$2.3K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	AEPFX Portfolio	AEPFX Income/yr	DGRO Portfolio	DGRO Income/yr	Gap
1← crossover	$12,173	$1,472.59	$11,293	$213.22	+$880.00 → AEPFX
2	$14,700	$1,675.25	$12,730	$217.32	+$2.0K → AEPFX
3	$17,620	$1,890.72	$14,326	$221.10	+$3.3K → AEPFX
4	$20,971	$2,118.00	$16,098	$224.56	+$4.9K → AEPFX
5	$24,795	$2,355.94	$18,064	$227.74	+$6.7K → AEPFX
6	$29,134	$2,603.30	$20,246	$230.65	+$8.9K → AEPFX
7	$34,032	$2,858.75	$22,666	$233.30	+$11.4K → AEPFX
8	$39,535	$3,120.91	$25,349	$235.73	+$14.2K → AEPFX
9	$45,691	$3,388.39	$28,325	$237.94	+$17.4K → AEPFX
10	$52,549	$3,659.80	$31,624	$239.96	+$20.9K → AEPFX

AEPFX vs DGRO: Complete Analysis 2026

AEPFX — Stock

The fund invests primarily in common stocks of issuers in Europe and the Pacific Basin that the investment adviser believes have the potential for growth. Growth stocks are stocks that the investment adviser believes have the potential for above-average capital appreciation. It normally will invest at least 80% of its net assets in securities of issuers in Europe and the Pacific Basin. The fund may invest a portion of its assets in common stocks and other securities of companies in emerging markets.

Full AEPFX Calculator →

DGRO — ETF

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.