HomeCompareJAVTX vs DGRO

JAVTX vs DGRO: Dividend Comparison 2026

JAVTX yields 6.04% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $1.8K in total portfolio value· pulled ahead in Year 3
10 years
JAVTX
JAVTX
● Live price
6.04%
Share price
$78.33
Annual div
$4.73
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.8K
Annual income
$887.89
Full JAVTX 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 — JAVTX vs DGRO

📍 DGRO pulled ahead of the other in Year 3

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 PeriodJAVTXDGRO
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, JAVTX + DGRO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JAVTX
Annual income on $10K today (after 15% tax)
$513.53/yr
After 10yr DRIP, annual income (after tax)
$754.71/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, JAVTX beats the other by $554.63/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JAVTX: 50%DGRO: 50%
100% DGRO50/50100% JAVTX
Portfolio after 10yr
$30.7K
Annual income
$561.63/yr
Blended yield
1.83%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAVTX buys
0
DGRO buys
0
No recent congressional trades found for JAVTX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJAVTXDGRO
Forward yield6.04%2.10%
Annual dividend / share$4.73$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.8K$31.6K
Annual income after 10y$887.89$235.38
Total dividends collected$7.5K$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJAVTX PortfolioJAVTX Income/yrDGRO PortfolioDGRO Income/yrGap
1$11,304$604.15$11,290$209.57+$14.00JAVTX
2$12,734$638.27$12,722$213.54+$12.00JAVTX
3← crossover$14,297$671.95$14,314$217.18$17.00DGRO
4$16,003$705.09$16,080$220.53$77.00DGRO
5$17,861$737.58$18,040$223.59$179.00DGRO
6$19,880$769.36$20,215$226.40$335.00DGRO
7$22,072$800.33$22,627$228.96$555.00DGRO
8$24,448$830.44$25,302$231.31$854.00DGRO
9$27,019$859.64$28,268$233.44$1.2KDGRO
10$29,798$887.89$31,557$235.38$1.8KDGRO

JAVTX vs DGRO: Complete Analysis 2026

JAVTXStock

The fund pursues its investment objective by investing at least 50% of its equity assets in small-sized companies. It may also invest in larger companies with strong growth potential. Small-sized companies are defined by the portfolio manager as those companies whose market capitalization falls within the range of companies in the Russell 2000® Growth Index at the time of initial purchase. The fund may also invest in foreign securities, which may include investments in emerging markets.

Full JAVTX 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.