Is NEFSX or DGRO a better dividend investment in 2026?

NEFSX currently yields 6.37% with a 5% 5-year dividend growth rate. DGRO yields 2.10% with 9.5% growth. The better choice depends on your goal: NEFSX offers higher current income.

What is the dividend yield difference between NEFSX and DGRO?

NEFSX has a forward dividend yield of 6.37% ($2.82/share annually). DGRO yields 2.10% ($1.47/share annually). The yield gap is 4.27 percentage points.

Home › Compare › NEFSX vs DGRO

NEFSX vs DGRO: Dividend Comparison 2026

NEFSX yields 6.37% · DGRO yields 2.10%● Live data

vsPost on X →

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

🏆 DGRO wins by $1.1K in total portfolio value· pulled ahead in Year 6

INVESTMENT

TIME HORIZON10 years

NEFSX

● Live price

6.37%

Share price

$44.36

Annual div

$2.82

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$30.5K

Annual income

$954.92

Full NEFSX calculator →

DGRO

iShares Core Dividend Growth ETF

● Live price

2.10%

Share price

$70.18

Annual div

$1.47

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.6K

Annual income

$235.38

Full DGRO calculator →

Portfolio growth — NEFSX vs DGRO

📍 DGRO pulled ahead of the other in Year 6

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	NEFSX	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, NEFSX + DGRO cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

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Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

—

NEFSX 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.

NEFSX

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

$541.21/yr

After 10yr DRIP, annual income (after tax)

$811.68/yr

DGRO

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

$178.14/yr

After 10yr DRIP, annual income (after tax)

$200.07/yr

At 15% tax rate, NEFSX beats the other by $611.61/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 NEFSX + DGRO for your $10,000?

NEFSX: 50%DGRO: 50%

100% DGRO50/50100% NEFSX

Portfolio after 10yr

$31.0K

Annual income

$595.15/yr

Blended yield

1.92%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NEFSX buys

DGRO buys

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

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

MetricNEFSXDGRO

Forward yield	6.37% ✓	2.10%
Annual dividend / share	$2.82 ✓	$1.47
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$30.5K	$31.6K ✓
Annual income after 10y	$954.92 ✓	$235.38
Total dividends collected	$8.0K ✓	$2.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	NEFSX Portfolio	NEFSX Income/yr	DGRO Portfolio	DGRO Income/yr	Gap
1	$11,337	$636.72	$11,290	$209.57	+$47.00 → NEFSX
2	$12,805	$674.61	$12,722	$213.54	+$83.00 → NEFSX
3	$14,413	$712.13	$14,314	$217.18	+$99.00 → NEFSX
4	$16,171	$749.14	$16,080	$220.53	+$91.00 → NEFSX
5	$18,089	$785.53	$18,040	$223.59	+$49.00 → NEFSX
6← crossover	$20,176	$821.19	$20,215	$226.40	$39.00 → DGRO
7	$22,445	$856.03	$22,627	$228.96	$182.00 → DGRO
8	$24,906	$889.98	$25,302	$231.31	$396.00 → DGRO
9	$27,572	$922.96	$28,268	$233.44	$696.00 → DGRO
10	$30,457	$954.92	$31,557	$235.38	$1.1K → DGRO

NEFSX vs DGRO: Complete Analysis 2026

NEFSX — Stock

The investment seeks long-term growth of capital. The fund ordinarily invests at least 80% of its net assets (plus any borrowings made for investment purposes) in equity securities, including common stocks and preferred stocks. Under normal market conditions, it will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in securities of U.S. issuers. The fund's approach to equity investing combines the styles of two subadvisers in selecting securities for each of the fund's segments.

Full NEFSX 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.