HomeCompareJVMRX vs DGRO

JVMRX vs DGRO: Dividend Comparison 2026

JVMRX yields 9.42% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $10.3K in total portfolio value
10 years
JVMRX
JVMRX
● Live price
9.42%
Share price
$27.29
Annual div
$2.57
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.3K
Annual income
$1.00
Full JVMRX 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 — JVMRX 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 PeriodJVMRXDGRO
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, JVMRX + DGRO cover 0 of 12 monthsgood coverage

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

JVMRX
Annual income on $10K today (after 15% tax)
$800.31/yr
After 10yr DRIP, annual income (after tax)
$0.85/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, DGRO beats the other by $203.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JVMRX: 50%DGRO: 50%
100% DGRO50/50100% JVMRX
Portfolio after 10yr
$26.5K
Annual income
$120.48/yr
Blended yield
0.45%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JVMRX buys
0
DGRO buys
0
No recent congressional trades found for JVMRX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJVMRXDGRO
Forward yield9.42%2.13%
Annual dividend / share$2.57$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$21.3K$31.6K
Annual income after 10y$1.00$239.96
Total dividends collected$968.00$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJVMRX PortfolioJVMRX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,171$470.77$11,293$213.22$122.00DGRO
2$12,198$245.74$12,730$217.32$532.00DGRO
3$13,178$125.40$14,326$221.10$1.1KDGRO
4$14,164$63.30$16,098$224.56$1.9KDGRO
5$15,187$31.79$18,064$227.74$2.9KDGRO
6$16,266$15.93$20,246$230.65$4.0KDGRO
7$17,412$7.97$22,666$233.30$5.3KDGRO
8$18,635$3.99$25,349$235.73$6.7KDGRO
9$19,942$1.99$28,325$237.94$8.4KDGRO
10$21,339$1.00$31,624$239.96$10.3KDGRO

JVMRX vs DGRO: Complete Analysis 2026

JVMRXStock

Under normal circumstances, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with medium market capitalizations, and identified by the manager as having value characteristics. It may also invest up to 20% of its total assets in foreign currency-denominated securities.

Full JVMRX 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.