HomeComparePTTRX vs DGRO

PTTRX vs DGRO: Dividend Comparison 2026

PTTRX yields 4.54% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $4.7K in total portfolio value
10 years
PTTRX
PTTRX
● Live price
4.54%
Share price
$8.71
Annual div
$0.40
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.9K
Annual income
$607.71
Full PTTRX 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 — PTTRX 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 PeriodPTTRXDGRO
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, PTTRX + DGRO cover 0 of 12 monthsgood coverage

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

PTTRX
Annual income on $10K today (after 15% tax)
$386.11/yr
After 10yr DRIP, annual income (after tax)
$516.55/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, PTTRX beats the other by $312.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTTRX: 50%DGRO: 50%
100% DGRO50/50100% PTTRX
Portfolio after 10yr
$29.3K
Annual income
$423.83/yr
Blended yield
1.45%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTTRX buys
0
DGRO buys
0
No recent congressional trades found for PTTRX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTTRXDGRO
Forward yield4.54%2.13%
Annual dividend / share$0.40$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.9K$31.6K
Annual income after 10y$607.71$239.96
Total dividends collected$5.3K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPTTRX PortfolioPTTRX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,154$454.25$11,293$213.22$139.00DGRO
2$12,409$473.53$12,730$217.32$321.00DGRO
3$13,769$492.32$14,326$221.10$557.00DGRO
4$15,244$510.58$16,098$224.56$854.00DGRO
5$16,839$528.27$18,064$227.74$1.2KDGRO
6$18,563$545.38$20,246$230.65$1.7KDGRO
7$20,425$561.89$22,666$233.30$2.2KDGRO
8$22,432$577.78$25,349$235.73$2.9KDGRO
9$24,596$593.06$28,325$237.94$3.7KDGRO
10$26,925$607.71$31,624$239.96$4.7KDGRO

PTTRX vs DGRO: Complete Analysis 2026

PTTRXStock

The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. The fund invests at least 65% of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It invests primarily in investment-grade debt securities, but may invest up to 20% of its total assets in high yield securities. It may invest up to 30% of its total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.

Full PTTRX 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.