HomeCompareBAEIX vs DGRO

BAEIX vs DGRO: Dividend Comparison 2026

BAEIX yields 27.72% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BAEIX wins by $84.3K in total portfolio value
10 years
BAEIX
BAEIX
● Live price
27.72%
Share price
$16.85
Annual div
$4.67
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$115.9K
Annual income
$14,318.66
Full BAEIX 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 — BAEIX vs DGRO

📍 BAEIX 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 PeriodBAEIXDGRO
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, BAEIX + DGRO cover 0 of 12 monthsgood coverage

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

BAEIX
Annual income on $10K today (after 15% tax)
$2,356.09/yr
After 10yr DRIP, annual income (after tax)
$12,170.86/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, BAEIX beats the other by $11,966.89/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BAEIX: 50%DGRO: 50%
100% DGRO50/50100% BAEIX
Portfolio after 10yr
$73.8K
Annual income
$7,279.31/yr
Blended yield
9.87%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BAEIX buys
0
DGRO buys
0
No recent congressional trades found for BAEIX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBAEIXDGRO
Forward yield27.72%2.13%
Annual dividend / share$4.67$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$115.9K$31.6K
Annual income after 10y$14,318.66$239.96
Total dividends collected$76.7K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBAEIX PortfolioBAEIX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$13,472$2,771.87$11,293$213.22+$2.2KBAEIX
2$17,905$3,489.93$12,730$217.32+$5.2KBAEIX
3$23,493$4,334.86$14,326$221.10+$9.2KBAEIX
4$30,453$5,315.70$16,098$224.56+$14.4KBAEIX
5$39,025$6,439.78$18,064$227.74+$21.0KBAEIX
6$49,469$7,712.48$20,246$230.65+$29.2KBAEIX
7$62,069$9,136.99$22,666$233.30+$39.4KBAEIX
8$77,128$10,714.20$25,349$235.73+$51.8KBAEIX
9$94,969$12,442.67$28,325$237.94+$66.6KBAEIX
10$115,936$14,318.66$31,624$239.96+$84.3KBAEIX

BAEIX vs DGRO: Complete Analysis 2026

BAEIXStock

The investment seeks capital growth and current income. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It invests, under normal market conditions, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividend rates. The fund may also invest in U.S. traded common stocks of foreign companies, including American Depositary Receipts.

Full BAEIX 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.