Is BDFIX or DGRO a better dividend investment in 2026?

BDFIX currently yields 6.42% with a 5% 5-year dividend growth rate. DGRO yields 2.13% with 9.5% growth. The better choice depends on your goal: BDFIX offers higher current income.

What is the dividend yield difference between BDFIX and DGRO?

BDFIX has a forward dividend yield of 6.42% ($2.00/share annually). DGRO yields 2.13% ($1.47/share annually). The yield gap is 4.29 percentage points.

Home › Compare › BDFIX vs DGRO

BDFIX vs DGRO: Dividend Comparison 2026

BDFIX yields 6.42% · DGRO yields 2.13%● Live data

vsPost on X →

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

🏆 DGRO wins by $1.1K in total portfolio value· pulled ahead in Year 6

INVESTMENT

TIME HORIZON10 years

BDFIX

● Live price

6.42%

Share price

$31.16

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$30.6K

Annual income

$965.69

Full BDFIX 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 — BDFIX vs DGRO

📍 DGRO pulled ahead of the other in Year 6

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	BDFIX	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, BDFIX + DGRO cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BDFIX pays

DGRO pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

BDFIX

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

$545.57/yr

After 10yr DRIP, annual income (after tax)

$820.84/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, BDFIX beats the other by $616.87/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

BDFIX: 50%DGRO: 50%

100% DGRO50/50100% BDFIX

Portfolio after 10yr

$31.1K

Annual income

$602.82/yr

Blended yield

1.94%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BDFIX buys

DGRO buys

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

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

MetricBDFIXDGRO

Forward yield	6.42% ✓	2.13%
Annual dividend / share	$2.00 ✓	$1.47
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$30.6K	$31.6K ✓
Annual income after 10y	$965.69 ✓	$239.96
Total dividends collected	$8.1K ✓	$2.3K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BDFIX Portfolio	BDFIX Income/yr	DGRO Portfolio	DGRO Income/yr	Gap
1	$11,342	$641.85	$11,293	$213.22	+$49.00 → BDFIX
2	$12,816	$680.35	$12,730	$217.32	+$86.00 → BDFIX
3	$14,432	$718.49	$14,326	$221.10	+$106.00 → BDFIX
4	$16,198	$756.14	$16,098	$224.56	+$100.00 → BDFIX
5	$18,125	$793.16	$18,064	$227.74	+$61.00 → BDFIX
6← crossover	$20,223	$829.46	$20,246	$230.65	$23.00 → DGRO
7	$22,504	$864.93	$22,666	$233.30	$162.00 → DGRO
8	$24,979	$899.51	$25,349	$235.73	$370.00 → DGRO
9	$27,660	$933.11	$28,325	$237.94	$665.00 → DGRO
10	$30,562	$965.69	$31,624	$239.96	$1.1K → DGRO

BDFIX vs DGRO: Complete Analysis 2026

BDFIX — Stock

The investment seeks capital appreciation through investments primarily in securities of small-sized growth companies. The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.

Full BDFIX 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.