HomeCompareCPTA vs DGRO

CPTA vs DGRO: Dividend Comparison 2026

CPTA yields 34.39% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $5.4K in total portfolio value· pulled ahead in Year 6
10 years
CPTA
CPTA
● Live price
34.39%
Share price
$25.40
Annual div
$8.74
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.2K
Annual income
$4.47
Full CPTA calculator →
DGRO
iShares Core Dividend Growth ETF
● Live price
2.10%
Share price
$70.18
Annual div
$1.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.6K
Annual income
$235.38
Full DGRO calculator →

Portfolio growth — CPTA 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 PeriodCPTADGRO
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, CPTA + DGRO cover 0 of 12 monthsgood coverage

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

CPTA
Annual income on $10K today (after 15% tax)
$2,923.53/yr
After 10yr DRIP, annual income (after tax)
$3.80/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, DGRO beats the other by $196.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CPTA: 50%DGRO: 50%
100% DGRO50/50100% CPTA
Portfolio after 10yr
$28.9K
Annual income
$119.93/yr
Blended yield
0.42%
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Analyst Conviction Gap

Where Wall Street is most bullish on CPTA right now

CPTA
Analyst Ratings
5
Buy
7
Hold
1
Sell
Consensus: Hold
Altman Z
0.5
Piotroski
4/9
DGRO
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CPTA buys
0
DGRO buys
0
No recent congressional trades found for CPTA or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCPTADGRO
Forward yield34.39%2.10%
Annual dividend / share$8.74$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$26.2K$31.6K
Annual income after 10y$4.47$235.38
Total dividends collected$3.8K$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCPTA PortfolioCPTA Income/yrDGRO PortfolioDGRO Income/yrGap
1$12,420$1,719.72$11,290$209.57+$1.1KCPTA
2$14,287$998.06$12,722$213.54+$1.6KCPTA
3$15,824$536.51$14,314$217.18+$1.5KCPTA
4$17,209$277.67$16,080$220.53+$1.1KCPTA
5$18,555$141.11$18,040$223.59+$515.00CPTA
6← crossover$19,925$71.10$20,215$226.40$290.00DGRO
7$21,355$35.68$22,627$228.96$1.3KDGRO
8$22,868$17.87$25,302$231.31$2.4KDGRO
9$24,478$8.94$28,268$233.44$3.8KDGRO
10$26,196$4.47$31,557$235.38$5.4KDGRO

CPTA vs DGRO: Complete Analysis 2026

CPTAStock

Capitala Finance Corp. is an externally managed non-diversified, closed-end management investment company. The Company's investment objective is to generate both current income and capital appreciation through debt and equity investments. The Company invests in first lien loans, which have a first priority security interest in all or some of the borrower’s assets. In addition, its first lien loans may include positions in stretch senior secured loans, also referred to as unitranche loans, which combine characteristics of traditional first lien senior secured loans and second lien loans. It also may invest in second lien loans, which have a second priority security interest in all or substantially all of the borrower’s assets. It also provides capital to lower and traditional middle-market companies in the United States. The Company’s investment advisor is Capitala Investment Advisors, LLC.

Full CPTA 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.