HomeCompareIAFMX vs DGRO

IAFMX vs DGRO: Dividend Comparison 2026

IAFMX yields 31.25% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IAFMX wins by $110.6K in total portfolio value
10 years
IAFMX
IAFMX
● Live price
31.25%
Share price
$16.69
Annual div
$5.22
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$142.2K
Annual income
$19,496.39
Full IAFMX 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 — IAFMX vs DGRO

📍 IAFMX 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 PeriodIAFMXDGRO
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, IAFMX + DGRO cover 0 of 12 monthsgood coverage

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

IAFMX
Annual income on $10K today (after 15% tax)
$2,656.22/yr
After 10yr DRIP, annual income (after tax)
$16,571.93/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, IAFMX beats the other by $16,367.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IAFMX: 50%DGRO: 50%
100% DGRO50/50100% IAFMX
Portfolio after 10yr
$86.9K
Annual income
$9,868.18/yr
Blended yield
11.35%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IAFMX buys
0
DGRO buys
0
No recent congressional trades found for IAFMX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIAFMXDGRO
Forward yield31.25%2.13%
Annual dividend / share$5.22$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$142.2K$31.6K
Annual income after 10y$19,496.39$239.96
Total dividends collected$98.6K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIAFMX PortfolioIAFMX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$13,825$3,124.97$11,293$213.22+$2.5KIAFMX
2$18,830$4,037.62$12,730$217.32+$6.1KIAFMX
3$25,288$5,139.68$14,326$221.10+$11.0KIAFMX
4$33,509$6,450.76$16,098$224.56+$17.4KIAFMX
5$43,843$7,988.64$18,064$227.74+$25.8KIAFMX
6$56,681$9,768.55$20,246$230.65+$36.4KIAFMX
7$72,451$11,802.66$22,666$233.30+$49.8KIAFMX
8$91,622$14,099.54$25,349$235.73+$66.3KIAFMX
9$114,700$16,663.91$28,325$237.94+$86.4KIAFMX
10$142,225$19,496.39$31,624$239.96+$110.6KIAFMX

IAFMX vs DGRO: Complete Analysis 2026

IAFMXStock

The fund seeks to achieve its investment objective by purchasing equity securities that the Adviser believes are likely to appreciate. It generally seeks to purchase equity securities of large capitalization U.S. companies, and may purchase American Depository Receipts ("ADRs") of international companies trading on U.S. exchanges. The fund will invest at least 80% of its net assets in securities of large capitalization companies. It is non-diversified.

Full IAFMX 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.