HomeCompareAVTA vs DGRO

AVTA vs DGRO: Dividend Comparison 2026

AVTA yields 7.70% · DGRO yields 2.13%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AVTA wins by $1.7K in total portfolio value
10 years
AVTA
AVTA
● Live price
7.70%
Share price
$25.99
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.3K
Annual income
$1,253.00
Full AVTA calculator →
DGRO
iShares Core Dividend Growth ETF
● Live price
2.13%
Share price
$68.98
Annual div
$1.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.6K
Annual income
$239.96
Full DGRO calculator →

Portfolio growth — AVTA vs DGRO

📍 AVTA 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 PeriodAVTADGRO
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, AVTA + DGRO cover 0 of 12 monthsgood coverage

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

AVTA
Annual income on $10K today (after 15% tax)
$654.10/yr
After 10yr DRIP, annual income (after tax)
$1,065.05/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, AVTA beats the other by $861.08/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AVTA: 50%DGRO: 50%
100% DGRO50/50100% AVTA
Portfolio after 10yr
$32.5K
Annual income
$746.48/yr
Blended yield
2.30%
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Analyst Conviction Gap

Where Wall Street is most bullish on AVTA right now

AVTA
Analyst Ratings
2
Buy
7
Hold
Consensus: Hold
Altman Z
1.1
Piotroski
5/9
DGRO
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AVTA buys
0
DGRO buys
0
No recent congressional trades found for AVTA or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAVTADGRO
Forward yield7.70%2.13%
Annual dividend / share$2.00$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.3K$31.6K
Annual income after 10y$1,253.00$239.96
Total dividends collected$10.2K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearAVTA PortfolioAVTA Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,470$769.53$11,293$213.22+$177.00AVTA
2$13,097$824.87$12,730$217.32+$367.00AVTA
3$14,894$880.31$14,326$221.10+$568.00AVTA
4$16,873$935.61$16,098$224.56+$775.00AVTA
5$19,044$990.54$18,064$227.74+$980.00AVTA
6$21,422$1,044.88$20,246$230.65+$1.2KAVTA
7$24,020$1,098.46$22,666$233.30+$1.4KAVTA
8$26,853$1,151.10$25,349$235.73+$1.5KAVTA
9$29,935$1,202.66$28,325$237.94+$1.6KAVTA
10$33,284$1,253.00$31,624$239.96+$1.7KAVTA

AVTA vs DGRO: Complete Analysis 2026

AVTAStock

Avantax, Inc. provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms in the United States. The company offers an integrated platform of technical, practice, compliance, operations, sales, and product support tools that enable to offer tax-advantaged planning, investing, and wealth management services. It also provides financial planning and advisory services, and retirement plan solutions. The company was formerly known as Blucora, Inc. and changed its name to Avantax, Inc. in January 2023. Avantax, Inc. was founded in 1983 and is headquartered in Dallas, Texas.

Full AVTA 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.