HomeCompareJUEPX vs DGRO

JUEPX vs DGRO: Dividend Comparison 2026

JUEPX yields 6.21% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $1.5K in total portfolio value· pulled ahead in Year 4
10 years
JUEPX
JUEPX
● Live price
6.21%
Share price
$23.82
Annual div
$1.48
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.1K
Annual income
$921.84
Full JUEPX 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 — JUEPX vs DGRO

📍 DGRO pulled ahead of the other in Year 4

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 PeriodJUEPXDGRO
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, JUEPX + DGRO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JUEPX pays
DGRO pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

JUEPX
Annual income on $10K today (after 15% tax)
$527.67/yr
After 10yr DRIP, annual income (after tax)
$783.56/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, JUEPX beats the other by $579.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JUEPX: 50%DGRO: 50%
100% DGRO50/50100% JUEPX
Portfolio after 10yr
$30.9K
Annual income
$580.90/yr
Blended yield
1.88%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JUEPX buys
0
DGRO buys
0
No recent congressional trades found for JUEPX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJUEPXDGRO
Forward yield6.21%2.13%
Annual dividend / share$1.48$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.1K$31.6K
Annual income after 10y$921.84$239.96
Total dividends collected$7.8K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJUEPX PortfolioJUEPX Income/yrDGRO PortfolioDGRO Income/yrGap
1$11,321$620.79$11,293$213.22+$28.00JUEPX
2$12,770$656.81$12,730$217.32+$40.00JUEPX
3$14,356$692.42$14,326$221.10+$30.00JUEPX
4← crossover$16,089$727.51$16,098$224.56$9.00DGRO
5$17,977$761.96$18,064$227.74$87.00DGRO
6$20,031$795.69$20,246$230.65$215.00DGRO
7$22,262$828.60$22,666$233.30$404.00DGRO
8$24,681$860.64$25,349$235.73$668.00DGRO
9$27,300$891.73$28,325$237.94$1.0KDGRO
10$30,133$921.84$31,624$239.96$1.5KDGRO

JUEPX vs DGRO: Complete Analysis 2026

JUEPXStock

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund 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.

Full JUEPX 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.