HomeCompareJPEAX vs DGRO

JPEAX vs DGRO: Dividend Comparison 2026

JPEAX yields 4.86% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $4.1K in total portfolio value
10 years
JPEAX
JPEAX
● Live price
4.86%
Share price
$41.19
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.5K
Annual income
$662.52
Full JPEAX 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 — JPEAX 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 PeriodJPEAXDGRO
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, JPEAX + DGRO cover 0 of 12 monthsgood coverage

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

JPEAX
Annual income on $10K today (after 15% tax)
$412.72/yr
After 10yr DRIP, annual income (after tax)
$563.14/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, JPEAX beats the other by $363.07/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JPEAX: 50%DGRO: 50%
100% DGRO50/50100% JPEAX
Portfolio after 10yr
$29.5K
Annual income
$448.95/yr
Blended yield
1.52%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JPEAX buys
0
DGRO buys
0
No recent congressional trades found for JPEAX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJPEAXDGRO
Forward yield4.86%2.10%
Annual dividend / share$2.00$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.5K$31.6K
Annual income after 10y$662.52$235.38
Total dividends collected$5.8K$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJPEAX PortfolioJPEAX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,186$485.55$11,290$209.57$104.00DGRO
2$12,476$507.59$12,722$213.54$246.00DGRO
3$13,879$529.12$14,314$217.18$435.00DGRO
4$15,400$550.09$16,080$220.53$680.00DGRO
5$17,049$570.46$18,040$223.59$991.00DGRO
6$18,832$590.21$20,215$226.40$1.4KDGRO
7$20,760$609.31$22,627$228.96$1.9KDGRO
8$22,841$627.73$25,302$231.31$2.5KDGRO
9$25,085$645.47$28,268$233.44$3.2KDGRO
10$27,504$662.52$31,557$235.38$4.1KDGRO

JPEAX vs DGRO: Complete Analysis 2026

JPEAXStock

The investment seeks to provide high after-tax total return from a portfolio of selected equity securities. The fund invests at least 80% of its assets in equity securities. It primarily invests in common stocks of large and medium capitalization U.S. companies, but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts. The Advisor focuses on those equity securities that the Advisor considers attractively valued and seeks to outperform the Benchmark through superior stock selection.

Full JPEAX 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.