HomeComparePLFMX vs DGRO

PLFMX vs DGRO: Dividend Comparison 2026

PLFMX yields 0.41% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $11.4K in total portfolio value
10 years
PLFMX
PLFMX
● Live price
0.41%
Share price
$30.12
Annual div
$0.12
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.2K
Annual income
$42.25
Full PLFMX 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 — PLFMX 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 PeriodPLFMXDGRO
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, PLFMX + DGRO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PLFMX
Annual income on $10K today (after 15% tax)
$34.97/yr
After 10yr DRIP, annual income (after tax)
$35.91/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, DGRO beats the other by $168.05/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PLFMX: 50%DGRO: 50%
100% DGRO50/50100% PLFMX
Portfolio after 10yr
$25.9K
Annual income
$141.11/yr
Blended yield
0.54%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PLFMX buys
0
DGRO buys
0
No recent congressional trades found for PLFMX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPLFMXDGRO
Forward yield0.41%2.13%
Annual dividend / share$0.12$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.2K$31.6K
Annual income after 10y$42.25$239.96
Total dividends collected$417.00$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPLFMX PortfolioPLFMX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$10,741$41.14$11,293$213.22$552.00DGRO
2$11,534$41.29$12,730$217.32$1.2KDGRO
3$12,383$41.44$14,326$221.10$1.9KDGRO
4$13,292$41.58$16,098$224.56$2.8KDGRO
5$14,264$41.71$18,064$227.74$3.8KDGRO
6$15,304$41.83$20,246$230.65$4.9KDGRO
7$16,417$41.95$22,666$233.30$6.2KDGRO
8$17,608$42.06$25,349$235.73$7.7KDGRO
9$18,883$42.16$28,325$237.94$9.4KDGRO
10$20,247$42.25$31,624$239.96$11.4KDGRO

PLFMX vs DGRO: Complete Analysis 2026

PLFMXStock

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the S&P 500 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the large cap universe.

Full PLFMX 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.