Home › Compare › LPEFX vs DGRO

LPEFX vs DGRO: Dividend Comparison 2026

LPEFX yields 18.65% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LPEFX wins by $35.6K in total portfolio value
10 years
LPEFX
LPEFX
● Live price
18.65%
Share price
$4.69
Annual div
$0.87
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$67.2K
Annual income
$5,821.30
Full LPEFX 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 — LPEFX vs DGRO

📍 LPEFX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodLPEFXDGRO
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, LPEFX + DGRO cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

LPEFX
Annual income on $10K today (after 15% tax)
$1,585.57/yr
After 10yr DRIP, annual income (after tax)
$4,948.11/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, LPEFX beats the other by $4,744.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LPEFX: 50%DGRO: 50%
100% DGRO50/50100% LPEFX
Portfolio after 10yr
$49.4K
Annual income
$3,030.63/yr
Blended yield
6.13%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LPEFX buys
0
DGRO buys
0
No recent congressional trades found for LPEFX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLPEFXDGRO
Forward yield18.65% ✓2.13%
Annual dividend / share$0.87$1.47 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$67.2K ✓$31.6K
Annual income after 10y$5,821.30 ✓$239.96
Total dividends collected$36.8K ✓$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLPEFX PortfolioLPEFX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$12,565$1,865.37$11,293$213.22+$1.3K → LPEFX
2$15,636$2,190.57$12,730$217.32+$2.9K → LPEFX
3$19,277$2,547.48$14,326$221.10+$5.0K → LPEFX
4$23,562$2,935.38$16,098$224.56+$7.5K → LPEFX
5$28,565$3,353.11$18,064$227.74+$10.5K → LPEFX
6$34,363$3,799.07$20,246$230.65+$14.1K → LPEFX
7$41,040$4,271.29$22,666$233.30+$18.4K → LPEFX
8$48,680$4,767.47$25,349$235.73+$23.3K → LPEFX
9$57,373$5,285.05$28,325$237.94+$29.0K → LPEFX
10$67,210$5,821.30$31,624$239.96+$35.6K → LPEFX

LPEFX vs DGRO: Complete Analysis 2026

LPEFX — Stock

The ALPS Global Opportunity Fund seeks to maximize total return.

Full LPEFX 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 →
📬

Get this LPEFX vs DGRO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

LPEFX vs SCHDLPEFX vs JEPILPEFX vs OLPEFX vs KOLPEFX vs MAINLPEFX vs VIGLPEFX vs NOBLLPEFX vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.