HomeComparePEMGX vs DGRO

PEMGX vs DGRO: Dividend Comparison 2026

PEMGX yields 6.88% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $43.00 in total portfolio value· pulled ahead in Year 10
10 years
PEMGX
PEMGX
● Live price
6.88%
Share price
$36.20
Annual div
$2.49
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.5K
Annual income
$1,064.38
Full PEMGX calculator →
DGRO
iShares Core Dividend Growth ETF
● Live price
2.10%
Share price
$70.18
Annual div
$1.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.6K
Annual income
$235.38
Full DGRO calculator →

Portfolio growth — PEMGX vs DGRO

📍 DGRO pulled ahead of the other in Year 10

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 PeriodPEMGXDGRO
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, PEMGX + DGRO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PEMGX
Annual income on $10K today (after 15% tax)
$584.48/yr
After 10yr DRIP, annual income (after tax)
$904.72/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, PEMGX beats the other by $704.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PEMGX: 50%DGRO: 50%
100% DGRO50/50100% PEMGX
Portfolio after 10yr
$31.5K
Annual income
$649.88/yr
Blended yield
2.06%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PEMGX buys
0
DGRO buys
0
No recent congressional trades found for PEMGX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPEMGXDGRO
Forward yield6.88%2.10%
Annual dividend / share$2.49$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.5K$31.6K
Annual income after 10y$1,064.38$235.38
Total dividends collected$8.8K$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPEMGX PortfolioPEMGX Income/yrDGRO PortfolioDGRO Income/yrGap
1$11,388$687.62$11,290$209.57+$98.00PEMGX
2$12,917$731.81$12,722$213.54+$195.00PEMGX
3$14,596$775.77$14,314$217.18+$282.00PEMGX
4$16,438$819.31$16,080$220.53+$358.00PEMGX
5$18,450$862.29$18,040$223.59+$410.00PEMGX
6$20,647$904.57$20,215$226.40+$432.00PEMGX
7$23,038$946.01$22,627$228.96+$411.00PEMGX
8$25,637$986.52$25,302$231.31+$335.00PEMGX
9$28,458$1,026.00$28,268$233.44+$190.00PEMGX
10← crossover$31,514$1,064.38$31,557$235.38$43.00DGRO

PEMGX vs DGRO: Complete Analysis 2026

PEMGXStock

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of purchase. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap® Index. The fund also invests in foreign securities.

Full PEMGX 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.