HomeCompareFDGRX vs VYM

FDGRX vs VYM: Dividend Comparison 2026

FDGRX yields 5.33% · VYM yields 2.41%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FDGRX wins by $568.00 in total portfolio value
10 years
FDGRX
FDGRX
● Live price
5.33%
Share price
$44.54
Annual div
$2.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.4K
Annual income
$750.09
Full FDGRX calculator →
VYM
Vanguard High Dividend Yield ETF
● Live price
2.41%
Share price
$145.48
Annual div
$3.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.8K
Annual income
$278.55
Full VYM calculator →

Portfolio growth — FDGRX vs VYM

📍 FDGRX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodFDGRXVYM
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, FDGRX + VYM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
FDGRX pays
VYM pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

FDGRX
Annual income on $10K today (after 15% tax)
$453.44/yr
After 10yr DRIP, annual income (after tax)
$637.58/yr
VYM
Annual income on $10K today (after 15% tax)
$205.23/yr
After 10yr DRIP, annual income (after tax)
$236.77/yr
At 15% tax rate, FDGRX beats the other by $400.81/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of FDGRX + VYM for your $10,000?

FDGRX: 50%VYM: 50%
100% VYM50/50100% FDGRX
Portfolio after 10yr
$28.1K
Annual income
$514.32/yr
Blended yield
1.83%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FDGRX buys
0
VYM buys
0
No recent congressional trades found for FDGRX or VYM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFDGRXVYM
Forward yield5.33%2.41%
Annual dividend / share$2.38$3.51
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.4K$27.8K
Annual income after 10y$750.09$278.55
Total dividends collected$6.5K$2.6K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: FDGRX vs VYM ($10,000, DRIP)

YearFDGRX PortfolioFDGRX Income/yrVYM PortfolioVYM Income/yrGap
1← crossover$11,233$533.45$11,151$241.44+$82.00FDGRX
2$12,580$560.05$12,413$246.79+$167.00FDGRX
3$14,047$586.14$13,794$251.79+$253.00FDGRX
4$15,642$611.67$15,306$256.47+$336.00FDGRX
5$17,373$636.56$16,960$260.84+$413.00FDGRX
6$19,250$660.77$18,768$264.92+$482.00FDGRX
7$21,282$684.26$20,745$268.71+$537.00FDGRX
8$23,478$706.99$22,905$272.24+$573.00FDGRX
9$25,851$728.94$25,265$275.51+$586.00FDGRX
10$28,410$750.09$27,842$278.55+$568.00FDGRX

FDGRX vs VYM: Complete Analysis 2026

FDGRXStock

The fund invests primarily in common stocks. It invests in companies that the advisor believes have above-average growth potential (stocks of these companies are often called "growth" stocks). The fund invests in domestic and foreign issuers. The advisor uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

Full FDGRX Calculator →

VYMETF

Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.

Full VYM Calculator →
📬

Get this FDGRX vs VYM comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FDGRX vs SCHDFDGRX vs JEPIFDGRX vs OFDGRX vs KOFDGRX vs MAINFDGRX vs VIGFDGRX vs DGROFDGRX vs HDV

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.