HomeCompareIOBAX vs DGRO

IOBAX vs DGRO: Dividend Comparison 2026

IOBAX yields 7.34% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IOBAX wins by $956.00 in total portfolio value
10 years
IOBAX
IOBAX
● Live price
7.34%
Share price
$8.33
Annual div
$0.61
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.5K
Annual income
$1,170.01
Full IOBAX 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 — IOBAX vs DGRO

📍 IOBAX 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 PeriodIOBAXDGRO
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, IOBAX + DGRO cover 0 of 12 monthsgood coverage

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

IOBAX
Annual income on $10K today (after 15% tax)
$624.18/yr
After 10yr DRIP, annual income (after tax)
$994.51/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, IOBAX beats the other by $794.44/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IOBAX: 50%DGRO: 50%
100% DGRO50/50100% IOBAX
Portfolio after 10yr
$32.0K
Annual income
$702.70/yr
Blended yield
2.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IOBAX buys
0
DGRO buys
0
No recent congressional trades found for IOBAX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIOBAXDGRO
Forward yield7.34%2.10%
Annual dividend / share$0.61$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.5K$31.6K
Annual income after 10y$1,170.01$235.38
Total dividends collected$9.6K$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIOBAX PortfolioIOBAX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,434$734.33$11,290$209.57+$144.00IOBAX
2$13,019$784.73$12,722$213.54+$297.00IOBAX
3$14,766$835.06$14,314$217.18+$452.00IOBAX
4$16,685$885.12$16,080$220.53+$605.00IOBAX
5$18,787$934.71$18,040$223.59+$747.00IOBAX
6$21,086$983.64$20,215$226.40+$871.00IOBAX
7$23,594$1,031.78$22,627$228.96+$967.00IOBAX
8$26,324$1,078.96$25,302$231.31+$1.0KIOBAX
9$29,292$1,125.07$28,268$233.44+$1.0KIOBAX
10$32,513$1,170.01$31,557$235.38+$956.00IOBAX

IOBAX vs DGRO: Complete Analysis 2026

IOBAXStock

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in a broad range of U.S. dollar-denominated fixed income products. These include corporate bonds, notes and debentures, and closed-end funds that invest at least 80% of their assets in fixed income securities, as well as U.S. government and agency securities.

Full IOBAX 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.