Is MTRAX or DGRO a better dividend investment in 2026?

MTRAX currently yields 2.53% with a 5% 5-year dividend growth rate. DGRO yields 2.13% with 9.5% growth. The better choice depends on your goal: MTRAX offers higher current income.

What is the dividend yield difference between MTRAX and DGRO?

MTRAX has a forward dividend yield of 2.53% ($0.58/share annually). DGRO yields 2.13% ($1.47/share annually). The yield gap is 0.40 percentage points.

Home › Compare › MTRAX vs DGRO

MTRAX vs DGRO: Dividend Comparison 2026

MTRAX yields 2.53% · DGRO yields 2.13%● Live data

vsPost on X →

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

🏆 DGRO wins by $8.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

MTRAX

● Live price

2.53%

Share price

$23.01

Annual div

$0.58

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$23.5K

Annual income

$297.25

Full MTRAX 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 — MTRAX vs DGRO

📍 DGRO 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 Period	MTRAX	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%.

📅

Dividend Calendar Overlap

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

MTRAX pays

DGRO pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

MTRAX

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

$214.66/yr

After 10yr DRIP, annual income (after tax)

$252.66/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, MTRAX beats the other by $48.70/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

MTRAX: 50%DGRO: 50%

100% DGRO50/50100% MTRAX

Portfolio after 10yr

$27.5K

Annual income

$268.61/yr

Blended yield

0.98%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MTRAX buys

DGRO buys

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

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

MetricMTRAXDGRO

Forward yield	2.53% ✓	2.13%
Annual dividend / share	$0.58	$1.47 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$23.5K	$31.6K ✓
Annual income after 10y	$297.25 ✓	$239.96
Total dividends collected	$2.8K ✓	$2.3K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	MTRAX Portfolio	MTRAX Income/yr	DGRO Portfolio	DGRO Income/yr	Gap
1← crossover	$10,953	$252.54	$11,293	$213.22	$340.00 → DGRO
2	$11,978	$258.50	$12,730	$217.32	$752.00 → DGRO
3	$13,080	$264.20	$14,326	$221.10	$1.2K → DGRO
4	$14,266	$269.65	$16,098	$224.56	$1.8K → DGRO
5	$15,539	$274.85	$18,064	$227.74	$2.5K → DGRO
6	$16,907	$279.80	$20,246	$230.65	$3.3K → DGRO
7	$18,375	$284.50	$22,666	$233.30	$4.3K → DGRO
8	$19,950	$288.98	$25,349	$235.73	$5.4K → DGRO
9	$21,639	$293.23	$28,325	$237.94	$6.7K → DGRO
10	$23,452	$297.25	$31,624	$239.96	$8.2K → DGRO

MTRAX vs DGRO: Complete Analysis 2026

MTRAX — Stock

The investment seeks current income consistent with reasonable opportunity for future growth of capital and income. The fund normally invests a minimum of 30% of its net assets in equity securities and a minimum of 30% of its net assets in debt securities. From time to time, it may temporarily invest less than 30% of its net assets in equity or debt securities as a result of market conditions, individual securities transactions or cash flow considerations. The fund may invest in investment grade and below investment grade debt securities of varying maturities.

Full MTRAX 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 MTRAX vs DGRO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

MTRAX vs SCHD MTRAX vs JEPI MTRAX vs O MTRAX vs KO MTRAX vs MAIN MTRAX vs VIG MTRAX vs NOBL MTRAX 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.