HomeCompareFUMBX vs DGRO

FUMBX vs DGRO: Dividend Comparison 2026

FUMBX yields 3.64% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $6.3K in total portfolio value
10 years
FUMBX
FUMBX
● Live price
3.64%
Share price
$10.30
Annual div
$0.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.3K
Annual income
$460.14
Full FUMBX 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 — FUMBX 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 PeriodFUMBXDGRO
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, FUMBX + DGRO cover 0 of 12 monthsgood coverage

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

FUMBX
Annual income on $10K today (after 15% tax)
$309.50/yr
After 10yr DRIP, annual income (after tax)
$391.12/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, FUMBX beats the other by $187.15/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FUMBX: 50%DGRO: 50%
100% DGRO50/50100% FUMBX
Portfolio after 10yr
$28.5K
Annual income
$350.05/yr
Blended yield
1.23%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FUMBX buys
0
DGRO buys
0
No recent congressional trades found for FUMBX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFUMBXDGRO
Forward yield3.64%2.13%
Annual dividend / share$0.38$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.3K$31.6K
Annual income after 10y$460.14$239.96
Total dividends collected$4.1K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFUMBX PortfolioFUMBX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,064$364.12$11,293$213.22$229.00DGRO
2$12,215$376.51$12,730$217.32$515.00DGRO
3$13,459$388.48$14,326$221.10$867.00DGRO
4$14,801$400.03$16,098$224.56$1.3KDGRO
5$16,248$411.14$18,064$227.74$1.8KDGRO
6$17,807$421.81$20,246$230.65$2.4KDGRO
7$19,486$432.05$22,666$233.30$3.2KDGRO
8$21,292$441.85$25,349$235.73$4.1KDGRO
9$23,233$451.21$28,325$237.94$5.1KDGRO
10$25,320$460.14$31,624$239.96$6.3KDGRO

FUMBX vs DGRO: Complete Analysis 2026

FUMBXStock

The fund normally invests at least 80% of assets in securities included in the Bloomberg Barclays U.S. 1-5 Year Treasury Bond Index. It normally maintains a dollar-weighted average maturity that generally is expected to be three years or less, consistent with that of the index. The advisor uses statistical sampling techniques based on duration, maturity, interest rate sensitivity, security structure, and credit quality to attempt to replicate the returns of the Bloomberg Barclays U.S. 1-5 Year Treasury Bond Index using a smaller number of securities.

Full FUMBX 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.