HomeComparePSIFX vs DGRO

PSIFX vs DGRO: Dividend Comparison 2026

PSIFX yields 9.24% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PSIFX wins by $5.3K in total portfolio value
10 years
PSIFX
PSIFX
● Live price
9.24%
Share price
$44.25
Annual div
$4.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.9K
Annual income
$1,654.10
Full PSIFX 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 — PSIFX vs DGRO

📍 PSIFX 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 PeriodPSIFXDGRO
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, PSIFX + DGRO cover 0 of 12 monthsgood coverage

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

PSIFX
Annual income on $10K today (after 15% tax)
$785.45/yr
After 10yr DRIP, annual income (after tax)
$1,405.99/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, PSIFX beats the other by $1,205.91/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PSIFX: 50%DGRO: 50%
100% DGRO50/50100% PSIFX
Portfolio after 10yr
$34.2K
Annual income
$944.74/yr
Blended yield
2.76%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PSIFX buys
0
DGRO buys
0
No recent congressional trades found for PSIFX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPSIFXDGRO
Forward yield9.24%2.10%
Annual dividend / share$4.09$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.9K$31.6K
Annual income after 10y$1,654.10$235.38
Total dividends collected$12.9K$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPSIFX PortfolioPSIFX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,624$924.06$11,290$209.57+$334.00PSIFX
2$13,442$1,003.87$12,722$213.54+$720.00PSIFX
3$15,467$1,084.89$14,314$217.18+$1.2KPSIFX
4$17,717$1,166.72$16,080$220.53+$1.6KPSIFX
5$20,206$1,248.97$18,040$223.59+$2.2KPSIFX
6$22,952$1,331.26$20,215$226.40+$2.7KPSIFX
7$25,972$1,413.23$22,627$228.96+$3.3KPSIFX
8$29,284$1,494.56$25,302$231.31+$4.0KPSIFX
9$32,909$1,574.94$28,268$233.44+$4.6KPSIFX
10$36,867$1,654.10$31,557$235.38+$5.3KPSIFX

PSIFX vs DGRO: Complete Analysis 2026

PSIFXStock

The fund normally invests over 80% of its investable assets in securities included in the S&P 500 Index in approximately the same proportions as those of the index. The advisory attempts to replicate the security composition of the S&P 500 Index and employs a “passively managed”—or index—investment approach. The S&P 500 Index is an unmanaged index of over 500 stocks of large U.S. public companies.

Full PSIFX 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.