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KATE vs DGRO: Dividend Comparison 2026

KATE yields 10.82% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 KATE wins by $9.2K in total portfolio value
10 years
KATE
KATE
● Live price
10.82%
Share price
$18.49
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.9K
Annual income
$2,130.34
Full KATE 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 — KATE vs DGRO

📍 KATE 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 PeriodKATEDGRO
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, KATE + DGRO cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

KATE
Annual income on $10K today (after 15% tax)
$919.42/yr
After 10yr DRIP, annual income (after tax)
$1,810.79/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, KATE beats the other by $1,606.82/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

KATE: 50%DGRO: 50%
100% DGRO50/50100% KATE
Portfolio after 10yr
$36.2K
Annual income
$1,185.15/yr
Blended yield
3.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

KATE buys
0
DGRO buys
0
No recent congressional trades found for KATE or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricKATEDGRO
Forward yield10.82% ✓2.13%
Annual dividend / share$2.00 ✓$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.9K ✓$31.6K
Annual income after 10y$2,130.34 ✓$239.96
Total dividends collected$16.0K ✓$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearKATE PortfolioKATE Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,782$1,081.67$11,293$213.22+$489.00 → KATE
2$13,797$1,191.01$12,730$217.32+$1.1K → KATE
3$16,067$1,303.53$14,326$221.10+$1.7K → KATE
4$18,610$1,418.63$16,098$224.56+$2.5K → KATE
5$21,448$1,535.70$18,064$227.74+$3.4K → KATE
6$24,604$1,654.13$20,246$230.65+$4.4K → KATE
7$28,100$1,773.35$22,666$233.30+$5.4K → KATE
8$31,959$1,892.81$25,349$235.73+$6.6K → KATE
9$36,209$2,011.97$28,325$237.94+$7.9K → KATE
10$40,873$2,130.34$31,624$239.96+$9.2K → KATE

KATE vs DGRO: Complete Analysis 2026

KATE — Stock

KATE is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in KATE shares.

Full KATE 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.