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OCIO vs DGRO: Dividend Comparison 2026

OCIO yields 10.38% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 OCIO wins by $8.1K in total portfolio value
10 years
OCIO
OCIO
● Live price
10.38%
Share price
$33.82
Annual div
$3.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.7K
Annual income
$1,989.61
Full OCIO 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 — OCIO vs DGRO

📍 OCIO 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 PeriodOCIODGRO
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, OCIO + DGRO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
OCIO 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.

OCIO
Annual income on $10K today (after 15% tax)
$881.88/yr
After 10yr DRIP, annual income (after tax)
$1,691.17/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, OCIO beats the other by $1,487.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OCIO: 50%DGRO: 50%
100% DGRO50/50100% OCIO
Portfolio after 10yr
$35.7K
Annual income
$1,114.79/yr
Blended yield
3.13%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OCIO buys
0
DGRO buys
0
No recent congressional trades found for OCIO or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOCIODGRO
Forward yield10.38%2.13%
Annual dividend / share$3.51$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$39.7K$31.6K
Annual income after 10y$1,989.61$239.96
Total dividends collected$15.1K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearOCIO PortfolioOCIO Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,738$1,037.51$11,293$213.22+$445.00OCIO
2$13,697$1,138.11$12,730$217.32+$967.00OCIO
3$15,897$1,241.25$14,326$221.10+$1.6KOCIO
4$18,356$1,346.37$16,098$224.56+$2.3KOCIO
5$21,094$1,452.94$18,064$227.74+$3.0KOCIO
6$24,131$1,560.42$20,246$230.65+$3.9KOCIO
7$27,489$1,668.29$22,666$233.30+$4.8KOCIO
8$31,189$1,776.08$25,349$235.73+$5.8KOCIO
9$35,256$1,883.33$28,325$237.94+$6.9KOCIO
10$39,713$1,989.61$31,624$239.96+$8.1KOCIO

OCIO vs DGRO: Complete Analysis 2026

OCIOStock

The ClearShares OCIO ETF (the Fund) seeks to outperform a traditional 60/40 mix of global equity & fixed-income investments. OCIO is an actively managed portfolio. Its diversified holdings are primarily focused in passive index-based ETFs, but OCIO also utilizes actively managed ETFs or individual securities when the Fund's management believes it advantageous.

Full OCIO Calculator →

DGROETF

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.