HomeCompareFSMSX vs DGRO

FSMSX vs DGRO: Dividend Comparison 2026

FSMSX yields 4.08% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $5.5K in total portfolio value
10 years
FSMSX
FSMSX
● Live price
4.08%
Share price
$11.24
Annual div
$0.46
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.1K
Annual income
$530.73
Full FSMSX 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 — FSMSX vs DGRO

📍 DGRO 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 PeriodFSMSXDGRO
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, FSMSX + DGRO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FSMSX
Annual income on $10K today (after 15% tax)
$347.11/yr
After 10yr DRIP, annual income (after tax)
$451.12/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, FSMSX beats the other by $247.15/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FSMSX: 50%DGRO: 50%
100% DGRO50/50100% FSMSX
Portfolio after 10yr
$28.9K
Annual income
$385.34/yr
Blended yield
1.34%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FSMSX buys
0
DGRO buys
0
No recent congressional trades found for FSMSX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFSMSXDGRO
Forward yield4.08%2.13%
Annual dividend / share$0.46$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.1K$31.6K
Annual income after 10y$530.73$239.96
Total dividends collected$4.7K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFSMSX PortfolioFSMSX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,108$408.36$11,293$213.22$185.00DGRO
2$12,310$423.95$12,730$217.32$420.00DGRO
3$13,611$439.07$14,326$221.10$715.00DGRO
4$15,017$453.71$16,098$224.56$1.1KDGRO
5$16,536$467.84$18,064$227.74$1.5KDGRO
6$18,175$481.46$20,246$230.65$2.1KDGRO
7$19,942$494.56$22,666$233.30$2.7KDGRO
8$21,845$507.14$25,349$235.73$3.5KDGRO
9$23,893$519.19$28,325$237.94$4.4KDGRO
10$26,097$530.73$31,624$239.96$5.5KDGRO

FSMSX vs DGRO: Complete Analysis 2026

FSMSXStock

The fund seeks to achieve its investment objective by actively allocating its assets across a broad spectrum of alternative investment strategies. It will seek to provide exposure to alternative strategies with low correlation to traditional equity and fixed income markets, which can enhance portfolio diversification. The strategy will be implemented through a rigorous quantitative and qualitative process intended to select high quality Underlying Managers and Alternative Beta Strategies. The fund is non-diversified.

Full FSMSX 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 →
📬

Get this FSMSX vs DGRO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FSMSX vs SCHDFSMSX vs JEPIFSMSX vs OFSMSX vs KOFSMSX vs MAINFSMSX vs VIGFSMSX vs NOBLFSMSX vs VYM

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