HomeCompareJCBUX vs DGRO

JCBUX vs DGRO: Dividend Comparison 2026

JCBUX yields 4.21% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $5.3K in total portfolio value
10 years
JCBUX
JCBUX
● Live price
4.21%
Share price
$10.33
Annual div
$0.43
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.3K
Annual income
$551.16
Full JCBUX 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 — JCBUX 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 PeriodJCBUXDGRO
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, JCBUX + DGRO cover 0 of 12 monthsgood coverage

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

JCBUX
Annual income on $10K today (after 15% tax)
$357.66/yr
After 10yr DRIP, annual income (after tax)
$468.49/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, JCBUX beats the other by $264.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JCBUX: 50%DGRO: 50%
100% DGRO50/50100% JCBUX
Portfolio after 10yr
$29.0K
Annual income
$395.56/yr
Blended yield
1.37%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JCBUX buys
0
DGRO buys
0
No recent congressional trades found for JCBUX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJCBUXDGRO
Forward yield4.21%2.13%
Annual dividend / share$0.43$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.3K$31.6K
Annual income after 10y$551.16$239.96
Total dividends collected$4.9K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJCBUX PortfolioJCBUX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,121$420.77$11,293$213.22$172.00DGRO
2$12,337$437.32$12,730$217.32$393.00DGRO
3$13,654$453.39$14,326$221.10$672.00DGRO
4$15,078$468.97$16,098$224.56$1.0KDGRO
5$16,618$484.02$18,064$227.74$1.4KDGRO
6$18,279$498.54$20,246$230.65$2.0KDGRO
7$20,072$512.52$22,666$233.30$2.6KDGRO
8$22,003$525.95$25,349$235.73$3.3KDGRO
9$24,082$538.83$28,325$237.94$4.2KDGRO
10$26,318$551.16$31,624$239.96$5.3KDGRO

JCBUX vs DGRO: Complete Analysis 2026

JCBUXStock

The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. It will invest at least 80% of its assets in bonds. The fund may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities. Its average weighted maturity will ordinarily range between 4 and 12 years.

Full JCBUX 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.