Is BTMFX or DGRO a better dividend investment in 2026?

BTMFX currently yields 11.27% with a 5% 5-year dividend growth rate. DGRO yields 2.10% with 9.5% growth. The better choice depends on your goal: BTMFX offers higher current income.

What is the dividend yield difference between BTMFX and DGRO?

BTMFX has a forward dividend yield of 11.27% ($2.49/share annually). DGRO yields 2.10% ($1.47/share annually). The yield gap is 9.17 percentage points.

Home › Compare › BTMFX vs DGRO

BTMFX vs DGRO: Dividend Comparison 2026

BTMFX yields 11.27% · DGRO yields 2.10%● Live data

vsPost on X →

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

🏆 BTMFX wins by $10.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BTMFX

● Live price

11.27%

Share price

$22.12

Annual div

$2.49

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$42.1K

Annual income

$2,279.35

Full BTMFX calculator →

DGRO

iShares Core Dividend Growth ETF

● Live price

2.10%

Share price

$70.18

Annual div

$1.47

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.6K

Annual income

$235.38

Full DGRO calculator →

Portfolio growth — BTMFX vs DGRO

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BTMFX 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.

BTMFX

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

$957.53/yr

After 10yr DRIP, annual income (after tax)

$1,937.45/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, BTMFX beats the other by $1,737.37/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 BTMFX + DGRO for your $10,000?

BTMFX: 50%DGRO: 50%

100% DGRO50/50100% BTMFX

Portfolio after 10yr

$36.8K

Annual income

$1,257.37/yr

Blended yield

3.42%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BTMFX buys

DGRO buys

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

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

MetricBTMFXDGRO

Forward yield	11.27% ✓	2.10%
Annual dividend / share	$2.49 ✓	$1.47
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$42.1K ✓	$31.6K
Annual income after 10y	$2,279.35 ✓	$235.38
Total dividends collected	$16.9K ✓	$2.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BTMFX Portfolio	BTMFX Income/yr	DGRO Portfolio	DGRO Income/yr	Gap
1← crossover	$11,827	$1,126.50	$11,290	$209.57	+$537.00 → BTMFX
2	$13,899	$1,245.10	$12,722	$213.54	+$1.2K → BTMFX
3	$16,240	$1,367.61	$14,314	$217.18	+$1.9K → BTMFX
4	$18,870	$1,493.37	$16,080	$220.53	+$2.8K → BTMFX
5	$21,813	$1,621.71	$18,040	$223.59	+$3.8K → BTMFX
6	$25,092	$1,751.96	$20,215	$226.40	+$4.9K → BTMFX
7	$28,732	$1,883.47	$22,627	$228.96	+$6.1K → BTMFX
8	$32,758	$2,015.60	$25,302	$231.31	+$7.5K → BTMFX
9	$37,199	$2,147.75	$28,268	$233.44	+$8.9K → BTMFX
10	$42,083	$2,279.35	$31,557	$235.38	+$10.5K → BTMFX

BTMFX vs DGRO: Complete Analysis 2026

BTMFX — Stock

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of midcap companies. Equity securities include common stock and any rights to purchase common stock. For these purposes, the Adviser defines midcap companies as those with market capitalizations within the range encompassed by the Russell Midcap® Index at the time of purchase.

Full BTMFX 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.