HomeCompareAPHQX vs DGRO

APHQX vs DGRO: Dividend Comparison 2026

APHQX yields 8.10% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 APHQX wins by $2.6K in total portfolio value
10 years
APHQX
APHQX
● Live price
8.10%
Share price
$13.70
Annual div
$1.11
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$1,352.01
Full APHQX 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 — APHQX vs DGRO

📍 APHQX 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 PeriodAPHQXDGRO
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, APHQX + DGRO cover 0 of 12 monthsgood coverage

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

APHQX
Annual income on $10K today (after 15% tax)
$688.45/yr
After 10yr DRIP, annual income (after tax)
$1,149.21/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, APHQX beats the other by $949.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

APHQX: 50%DGRO: 50%
100% DGRO50/50100% APHQX
Portfolio after 10yr
$32.9K
Annual income
$793.70/yr
Blended yield
2.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APHQX buys
0
DGRO buys
0
No recent congressional trades found for APHQX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAPHQXDGRO
Forward yield8.10%2.10%
Annual dividend / share$1.11$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.2K$31.6K
Annual income after 10y$1,352.01$235.38
Total dividends collected$10.8K$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearAPHQX PortfolioAPHQX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,510$809.94$11,290$209.57+$220.00APHQX
2$13,187$871.25$12,722$213.54+$465.00APHQX
3$15,043$932.89$14,314$217.18+$729.00APHQX
4$17,090$994.56$16,080$220.53+$1.0KAPHQX
5$19,343$1,056.02$18,040$223.59+$1.3KAPHQX
6$21,814$1,117.00$20,215$226.40+$1.6KAPHQX
7$24,518$1,177.28$22,627$228.96+$1.9KAPHQX
8$27,471$1,236.67$25,302$231.31+$2.2KAPHQX
9$30,689$1,294.96$28,268$233.44+$2.4KAPHQX
10$34,189$1,352.01$31,557$235.38+$2.6KAPHQX

APHQX vs DGRO: Complete Analysis 2026

APHQXStock

The fund normally invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of medium-sized companies. The advisor defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap® Index and less than three times the weighted average market capitalization of companies in that index.

Full APHQX 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.