HomeCompareCLBAX vs DGRO

CLBAX vs DGRO: Dividend Comparison 2026

CLBAX yields 8.52% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CLBAX wins by $3.5K in total portfolio value
10 years
CLBAX
CLBAX
● Live price
8.52%
Share price
$36.22
Annual div
$3.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.2K
Annual income
$1,460.45
Full CLBAX 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 — CLBAX vs DGRO

📍 CLBAX 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 PeriodCLBAXDGRO
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, CLBAX + DGRO cover 0 of 12 monthsgood coverage

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

CLBAX
Annual income on $10K today (after 15% tax)
$724.54/yr
After 10yr DRIP, annual income (after tax)
$1,241.38/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, CLBAX beats the other by $1,037.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CLBAX: 50%DGRO: 50%
100% DGRO50/50100% CLBAX
Portfolio after 10yr
$33.4K
Annual income
$850.20/yr
Blended yield
2.55%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CLBAX buys
0
DGRO buys
0
No recent congressional trades found for CLBAX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCLBAXDGRO
Forward yield8.52%2.13%
Annual dividend / share$3.09$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.2K$31.6K
Annual income after 10y$1,460.45$239.96
Total dividends collected$11.6K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCLBAX PortfolioCLBAX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,552$852.40$11,293$213.22+$259.00CLBAX
2$13,281$920.31$12,730$217.32+$551.00CLBAX
3$15,200$988.83$14,326$221.10+$874.00CLBAX
4$17,322$1,057.63$16,098$224.56+$1.2KCLBAX
5$19,660$1,126.41$18,064$227.74+$1.6KCLBAX
6$22,232$1,194.86$20,246$230.65+$2.0KCLBAX
7$25,050$1,262.73$22,666$233.30+$2.4KCLBAX
8$28,134$1,329.76$25,349$235.73+$2.8KCLBAX
9$31,499$1,395.73$28,325$237.94+$3.2KCLBAX
10$35,164$1,460.45$31,624$239.96+$3.5KCLBAX

CLBAX vs DGRO: Complete Analysis 2026

CLBAXStock

The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other securities of issuers domiciled outside the United States.

Full CLBAX 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.