HomeCompareCAIBX vs DGRO

CAIBX vs DGRO: Dividend Comparison 2026

CAIBX yields 7.77% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CAIBX wins by $1.8K in total portfolio value
10 years
CAIBX
CAIBX
● Live price
7.77%
Share price
$76.55
Annual div
$5.95
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.4K
Annual income
$1,270.71
Full CAIBX 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 — CAIBX vs DGRO

📍 CAIBX 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 PeriodCAIBXDGRO
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, CAIBX + DGRO cover 0 of 12 monthsgood coverage

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

CAIBX
Annual income on $10K today (after 15% tax)
$660.35/yr
After 10yr DRIP, annual income (after tax)
$1,080.10/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, CAIBX beats the other by $876.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CAIBX: 50%DGRO: 50%
100% DGRO50/50100% CAIBX
Portfolio after 10yr
$32.5K
Annual income
$755.33/yr
Blended yield
2.32%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAIBX buys
0
DGRO buys
0
No recent congressional trades found for CAIBX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAIBXDGRO
Forward yield7.77%2.13%
Annual dividend / share$5.95$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.4K$31.6K
Annual income after 10y$1,270.71$239.96
Total dividends collected$10.3K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCAIBX PortfolioCAIBX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,477$776.88$11,293$213.22+$184.00CAIBX
2$13,114$833.28$12,730$217.32+$384.00CAIBX
3$14,921$889.83$14,326$221.10+$595.00CAIBX
4$16,912$946.26$16,098$224.56+$814.00CAIBX
5$19,098$1,002.34$18,064$227.74+$1.0KCAIBX
6$21,493$1,057.86$20,246$230.65+$1.2KCAIBX
7$24,110$1,112.62$22,666$233.30+$1.4KCAIBX
8$26,964$1,166.45$25,349$235.73+$1.6KCAIBX
9$30,071$1,219.19$28,325$237.94+$1.7KCAIBX
10$33,447$1,270.71$31,624$239.96+$1.8KCAIBX

CAIBX vs DGRO: Complete Analysis 2026

CAIBXStock

The fund normally will invest at least 90% of its assets in income-producing securities (with at least 50% of its assets in common stocks and other equity securities). It invests primarily in a broad range of income-producing securities, including common stocks and bonds. In seeking to provide the investors with a level of current income that exceeds the average yield on U.S. stocks, the fund generally looks to the average yield on stocks of companies listed on the S&P 500 Index.

Full CAIBX 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.