HomeCompareJSOAX vs DGRO

JSOAX vs DGRO: Dividend Comparison 2026

JSOAX yields 3.78% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $6.1K in total portfolio value
10 years
JSOAX
JSOAX
● Live price
3.78%
Share price
$11.37
Annual div
$0.43
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.6K
Annual income
$481.75
Full JSOAX 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 — JSOAX 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 PeriodJSOAXDGRO
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, JSOAX + DGRO cover 0 of 12 monthsgood coverage

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

JSOAX
Annual income on $10K today (after 15% tax)
$321.21/yr
After 10yr DRIP, annual income (after tax)
$409.49/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, JSOAX beats the other by $205.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JSOAX: 50%DGRO: 50%
100% DGRO50/50100% JSOAX
Portfolio after 10yr
$28.6K
Annual income
$360.86/yr
Blended yield
1.26%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JSOAX buys
0
DGRO buys
0
No recent congressional trades found for JSOAX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJSOAXDGRO
Forward yield3.78%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$25.6K$31.6K
Annual income after 10y$481.75$239.96
Total dividends collected$4.3K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJSOAX PortfolioJSOAX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,078$377.90$11,293$213.22$215.00DGRO
2$12,245$391.24$12,730$217.32$485.00DGRO
3$13,506$404.16$14,326$221.10$820.00DGRO
4$14,868$416.63$16,098$224.56$1.2KDGRO
5$16,337$428.64$18,064$227.74$1.7KDGRO
6$17,921$440.19$20,246$230.65$2.3KDGRO
7$19,627$451.27$22,666$233.30$3.0KDGRO
8$21,463$461.89$25,349$235.73$3.9KDGRO
9$23,437$472.05$28,325$237.94$4.9KDGRO
10$25,559$481.75$31,624$239.96$6.1KDGRO

JSOAX vs DGRO: Complete Analysis 2026

JSOAXStock

The investment seeks to provide high total return. The fund has an absolute return orientation which means that it is not managed relative to an index. It has flexibility to allocate its assets among a broad range of fixed income securities and derivatives as well as in a single or limited number of strategies/sectors including cash, money market instruments and short-term investments. The fund may invest up to 100% of its total assets in securities that are rated below investment grade or the unrated equivalent.

Full JSOAX 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.