Is LUBAX or DGRO a better dividend investment in 2026?

LUBAX currently yields 4.42% with a 5% 5-year dividend growth rate. DGRO yields 2.13% with 9.5% growth. The better choice depends on your goal: LUBAX offers higher current income.

What is the dividend yield difference between LUBAX and DGRO?

LUBAX has a forward dividend yield of 4.42% ($0.44/share annually). DGRO yields 2.13% ($1.47/share annually). The yield gap is 2.29 percentage points.

Home › Compare › LUBAX vs DGRO

LUBAX vs DGRO: Dividend Comparison 2026

LUBAX yields 4.42% · DGRO yields 2.13%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 DGRO wins by $4.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

LUBAX

● Live price

4.42%

Share price

$10.02

Annual div

$0.44

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.7K

Annual income

$587.29

Full LUBAX calculator →

DGRO

iShares Core Dividend Growth ETF

● Live price

2.13%

Share price

$68.98

Annual div

$1.47

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.6K

Annual income

$239.96

Full DGRO calculator →

Portfolio growth — LUBAX 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 Period	LUBAX	DGRO
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%.

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Dividend Calendar Overlap

Combined, LUBAX + DGRO cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

—

Oct

—

Nov

—

Dec

—

LUBAX 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.

LUBAX

Annual income on $10K today (after 15% tax)

$375.96/yr

After 10yr DRIP, annual income (after tax)

$499.20/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, LUBAX beats the other by $295.23/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

LUBAX: 50%DGRO: 50%

100% DGRO50/50100% LUBAX

Portfolio after 10yr

$29.2K

Annual income

$413.63/yr

Blended yield

1.42%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LUBAX buys

DGRO buys

No recent congressional trades found for LUBAX or DGRO in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricLUBAXDGRO

Forward yield	4.42% ✓	2.13%
Annual dividend / share	$0.44	$1.47 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$26.7K	$31.6K ✓
Annual income after 10y	$587.29 ✓	$239.96
Total dividends collected	$5.2K ✓	$2.3K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	LUBAX Portfolio	LUBAX Income/yr	DGRO Portfolio	DGRO Income/yr	Gap
1← crossover	$11,142	$442.31	$11,293	$213.22	$151.00 → DGRO
2	$12,383	$460.59	$12,730	$217.32	$347.00 → DGRO
3	$13,728	$478.38	$14,326	$221.10	$598.00 → DGRO
4	$15,185	$495.65	$16,098	$224.56	$913.00 → DGRO
5	$16,760	$512.38	$18,064	$227.74	$1.3K → DGRO
6	$18,462	$528.54	$20,246	$230.65	$1.8K → DGRO
7	$20,298	$544.12	$22,666	$233.30	$2.4K → DGRO
8	$22,278	$559.10	$25,349	$235.73	$3.1K → DGRO
9	$24,411	$573.50	$28,325	$237.94	$3.9K → DGRO
10	$26,707	$587.29	$31,624	$239.96	$4.9K → DGRO

LUBAX vs DGRO: Complete Analysis 2026

LUBAX — Stock

Under normal conditions, the fund pursues its investment objective by investing at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in investment grade debt securities of various types. It invests only in debt securities rated investment grade at the time of purchase or determined by Lord Abbett to be of comparable quality.

Full LUBAX 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.