HomeCompareJMBRX vs DGRO

JMBRX vs DGRO: Dividend Comparison 2026

JMBRX yields 2.52% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $8.1K in total portfolio value
10 years
JMBRX
JMBRX
● Live price
2.52%
Share price
$36.95
Annual div
$0.93
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.4K
Annual income
$296.06
Full JMBRX 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 — JMBRX 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 PeriodJMBRXDGRO
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, JMBRX + DGRO cover 0 of 12 monthsgood coverage

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

JMBRX
Annual income on $10K today (after 15% tax)
$213.92/yr
After 10yr DRIP, annual income (after tax)
$251.65/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, JMBRX beats the other by $51.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JMBRX: 50%DGRO: 50%
100% DGRO50/50100% JMBRX
Portfolio after 10yr
$27.5K
Annual income
$265.72/yr
Blended yield
0.97%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMBRX buys
0
DGRO buys
0
No recent congressional trades found for JMBRX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMBRXDGRO
Forward yield2.52%2.10%
Annual dividend / share$0.93$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.4K$31.6K
Annual income after 10y$296.06$235.38
Total dividends collected$2.8K$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJMBRX PortfolioJMBRX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$10,952$251.67$11,290$209.57$338.00DGRO
2$11,976$257.59$12,722$213.54$746.00DGRO
3$13,077$263.25$14,314$217.18$1.2KDGRO
4$14,262$268.66$16,080$220.53$1.8KDGRO
5$15,534$273.82$18,040$223.59$2.5KDGRO
6$16,900$278.73$20,215$226.40$3.3KDGRO
7$18,366$283.41$22,627$228.96$4.3KDGRO
8$19,940$287.85$25,302$231.31$5.4KDGRO
9$21,627$292.06$28,268$233.44$6.6KDGRO
10$23,437$296.06$31,557$235.38$8.1KDGRO

JMBRX vs DGRO: Complete Analysis 2026

JMBRXStock

The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. The fund is generally intended for investors who plan to retire around the year 2045 and then withdraw their investment in it throughout retirement. It is designed to provide exposure to equity, debt and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in securities and other financial instruments.

Full JMBRX 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.