Is JSMTX or DGRO a better dividend investment in 2026?

JSMTX currently yields 10.10% with a 5% 5-year dividend growth rate. DGRO yields 2.10% with 9.5% growth. The better choice depends on your goal: JSMTX offers higher current income.

What is the dividend yield difference between JSMTX and DGRO?

JSMTX has a forward dividend yield of 10.10% ($2.00/share annually). DGRO yields 2.10% ($1.47/share annually). The yield gap is 8.00 percentage points.

Home › Compare › JSMTX vs DGRO

JSMTX vs DGRO: Dividend Comparison 2026

JSMTX yields 10.10% · DGRO yields 2.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JSMTX wins by $7.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JSMTX

● Live price

10.10%

Share price

$19.81

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$39.0K

Annual income

$1,904.40

Full JSMTX calculator →

DGRO

iShares Core Dividend Growth ETF

● Live price

2.10%

Share price

$70.18

Annual div

$1.47

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.6K

Annual income

$235.38

Full DGRO calculator →

Portfolio growth — JSMTX vs DGRO

📍 JSMTX 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 Period	JSMTX	DGRO
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, JSMTX + DGRO cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

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Oct

—

Nov

—

Dec

—

JSMTX pays

DGRO pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

JSMTX

Annual income on $10K today (after 15% tax)

$858.37/yr

After 10yr DRIP, annual income (after tax)

$1,618.74/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, JSMTX beats the other by $1,418.67/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

JSMTX: 50%DGRO: 50%

100% DGRO50/50100% JSMTX

Portfolio after 10yr

$35.3K

Annual income

$1,069.89/yr

Blended yield

3.03%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JSMTX buys

DGRO buys

No recent congressional trades found for JSMTX or DGRO in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricJSMTXDGRO

Forward yield	10.10% ✓	2.10%
Annual dividend / share	$2.00 ✓	$1.47
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$39.0K ✓	$31.6K
Annual income after 10y	$1,904.40 ✓	$235.38
Total dividends collected	$14.5K ✓	$2.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JSMTX Portfolio	JSMTX Income/yr	DGRO Portfolio	DGRO Income/yr	Gap
1← crossover	$11,710	$1,009.85	$11,290	$209.57	+$420.00 → JSMTX
2	$13,635	$1,105.15	$12,722	$213.54	+$913.00 → JSMTX
3	$15,792	$1,202.63	$14,314	$217.18	+$1.5K → JSMTX
4	$18,199	$1,301.77	$16,080	$220.53	+$2.1K → JSMTX
5	$20,875	$1,402.06	$18,040	$223.59	+$2.8K → JSMTX
6	$23,839	$1,503.01	$20,215	$226.40	+$3.6K → JSMTX
7	$27,112	$1,604.15	$22,627	$228.96	+$4.5K → JSMTX
8	$30,715	$1,705.03	$25,302	$231.31	+$5.4K → JSMTX
9	$34,670	$1,805.24	$28,268	$233.44	+$6.4K → JSMTX
10	$39,002	$1,904.40	$31,557	$235.38	+$7.4K → JSMTX

JSMTX vs DGRO: Complete Analysis 2026

JSMTX — Stock

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities issued by small-and mid-capitalization companies. The Adviser defines small-and mid-capitalization companies as companies, at the time of purchase, within the range of the capitalization of companies constituting the Russell 2500® Growth Index. It is non-diversified.

Full JSMTX Calculator →

DGRO — ETF

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.