HomeCompareCSMZX vs DGRO

CSMZX vs DGRO: Dividend Comparison 2026

CSMZX yields 0.03% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $11.8K in total portfolio value
10 years
CSMZX
CSMZX
● Live price
0.03%
Share price
$23.54
Annual div
$0.01
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.7K
Annual income
$3.43
Full CSMZX 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 — CSMZX vs DGRO

📍 DGRO 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 PeriodCSMZXDGRO
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%.
📅

Dividend Calendar Overlap

Combined, CSMZX + DGRO cover 0 of 12 monthsgood coverage

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

CSMZX
Annual income on $10K today (after 15% tax)
$2.91/yr
After 10yr DRIP, annual income (after tax)
$2.92/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 $197.16/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CSMZX: 50%DGRO: 50%
100% DGRO50/50100% CSMZX
Portfolio after 10yr
$25.6K
Annual income
$119.40/yr
Blended yield
0.47%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CSMZX buys
0
DGRO buys
0
No recent congressional trades found for CSMZX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCSMZXDGRO
Forward yield0.03%2.10%
Annual dividend / share$0.01$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$19.7K$31.6K
Annual income after 10y$3.43$235.38
Total dividends collected$34.00$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCSMZX PortfolioCSMZX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$10,703$3.42$11,290$209.57$587.00DGRO
2$11,456$3.42$12,722$213.54$1.3KDGRO
3$12,261$3.42$14,314$217.18$2.1KDGRO
4$13,123$3.42$16,080$220.53$3.0KDGRO
5$14,045$3.42$18,040$223.59$4.0KDGRO
6$15,032$3.42$20,215$226.40$5.2KDGRO
7$16,087$3.42$22,627$228.96$6.5KDGRO
8$17,217$3.42$25,302$231.31$8.1KDGRO
9$18,426$3.43$28,268$233.44$9.8KDGRO
10$19,719$3.43$31,557$235.38$11.8KDGRO

CSMZX vs DGRO: Complete Analysis 2026

CSMZXStock

The investment seeks long-term growth of capital. Under normal circumstances, at least 80% of the fund's net assets will be invested in mid cap equity securities. The fund's portfolio managers consider mid-capitalization companies to be those companies that, at the time of initial purchase, have market capitalizations greater than $1 billion and equal to or less than the largest company in the Russell Midcap® Index during the most recent 12-month period. It maintains a portfolio of investments diversified across companies and economic sectors.

Full CSMZX 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.