HomeCompareSBRVX vs DGRO

SBRVX vs DGRO: Dividend Comparison 2026

SBRVX yields 11.24% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SBRVX wins by $10.4K in total portfolio value
10 years
SBRVX
SBRVX
● Live price
11.24%
Share price
$15.29
Annual div
$1.72
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$42.0K
Annual income
$2,271.10
Full SBRVX 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 — SBRVX vs DGRO

📍 SBRVX 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 PeriodSBRVXDGRO
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, SBRVX + DGRO cover 0 of 12 monthsgood coverage

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

SBRVX
Annual income on $10K today (after 15% tax)
$955.46/yr
After 10yr DRIP, annual income (after tax)
$1,930.44/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, SBRVX beats the other by $1,726.47/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SBRVX: 50%DGRO: 50%
100% DGRO50/50100% SBRVX
Portfolio after 10yr
$36.8K
Annual income
$1,255.53/yr
Blended yield
3.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SBRVX buys
0
DGRO buys
0
No recent congressional trades found for SBRVX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSBRVXDGRO
Forward yield11.24%2.13%
Annual dividend / share$1.72$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$42.0K$31.6K
Annual income after 10y$2,271.10$239.96
Total dividends collected$16.9K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSBRVX PortfolioSBRVX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,824$1,124.07$11,293$213.22+$531.00SBRVX
2$13,894$1,242.15$12,730$217.32+$1.2KSBRVX
3$16,231$1,364.11$14,326$221.10+$1.9KSBRVX
4$18,856$1,489.28$16,098$224.56+$2.8KSBRVX
5$21,793$1,616.99$18,064$227.74+$3.7KSBRVX
6$25,065$1,746.58$20,246$230.65+$4.8KSBRVX
7$28,697$1,877.40$22,666$233.30+$6.0KSBRVX
8$32,715$2,008.82$25,349$235.73+$7.4KSBRVX
9$37,145$2,140.25$28,325$237.94+$8.8KSBRVX
10$42,016$2,271.10$31,624$239.96+$10.4KSBRVX

SBRVX vs DGRO: Complete Analysis 2026

SBRVXStock

Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of small-capitalization companies. It will primarily invest in common stock. The fund's manager considers “small-capitalization companies” to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000® Value Index, at the time of purchase.

Full SBRVX 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.