Is PTIAX or DGRO a better dividend investment in 2026?

PTIAX currently yields 4.70% with a 5% 5-year dividend growth rate. DGRO yields 2.10% with 9.5% growth. The better choice depends on your goal: PTIAX offers higher current income.

What is the dividend yield difference between PTIAX and DGRO?

PTIAX has a forward dividend yield of 4.70% ($0.93/share annually). DGRO yields 2.10% ($1.47/share annually). The yield gap is 2.60 percentage points.

Home › Compare › PTIAX vs DGRO

PTIAX vs DGRO: Dividend Comparison 2026

PTIAX yields 4.70% · DGRO yields 2.10%● Live data

vsPost on X →

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

🏆 DGRO wins by $4.3K in total portfolio value

INVESTMENT

TIME HORIZON10 years

PTIAX

● Live price

4.70%

Share price

$19.74

Annual div

$0.93

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$27.2K

Annual income

$634.53

Full PTIAX 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 — PTIAX 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 Period	PTIAX	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, PTIAX + DGRO cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

PTIAX 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.

PTIAX

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

$399.25/yr

After 10yr DRIP, annual income (after tax)

$539.35/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, PTIAX beats the other by $339.28/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 PTIAX + DGRO for your $10,000?

PTIAX: 50%DGRO: 50%

100% DGRO50/50100% PTIAX

Portfolio after 10yr

$29.4K

Annual income

$434.95/yr

Blended yield

1.48%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTIAX buys

DGRO buys

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

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

MetricPTIAXDGRO

Forward yield	4.70% ✓	2.10%
Annual dividend / share	$0.93	$1.47 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$27.2K	$31.6K ✓
Annual income after 10y	$634.53 ✓	$235.38
Total dividends collected	$5.6K ✓	$2.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	PTIAX Portfolio	PTIAX Income/yr	DGRO Portfolio	DGRO Income/yr	Gap
1← crossover	$11,170	$469.70	$11,290	$209.57	$120.00 → DGRO
2	$12,442	$490.32	$12,722	$213.54	$280.00 → DGRO
3	$13,823	$510.44	$14,314	$217.18	$491.00 → DGRO
4	$15,321	$530.01	$16,080	$220.53	$759.00 → DGRO
5	$16,942	$549.00	$18,040	$223.59	$1.1K → DGRO
6	$18,696	$567.38	$20,215	$226.40	$1.5K → DGRO
7	$20,590	$585.14	$22,627	$228.96	$2.0K → DGRO
8	$22,633	$602.26	$25,302	$231.31	$2.7K → DGRO
9	$24,836	$618.72	$28,268	$233.44	$3.4K → DGRO
10	$27,209	$634.53	$31,557	$235.38	$4.3K → DGRO

PTIAX vs DGRO: Complete Analysis 2026

PTIAX — Stock

The investment seeks to purchase undervalued fixed-income assets and achieve investment returns through interest income and potential capital appreciation. The fund invests at least 80% of its net assets in fixed-income instruments. Its investments in fixed-income instruments may consist of residential mortgage-backed securities ("RMBS") in the prime, subprime and "Alt-A" first lien mortgage sectors and commercial mortgage-backed securities ("CMBS"), including traditional and interest-only CMBS.

Full PTIAX 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.