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SDMF vs DGRO: Dividend Comparison 2026

SDMF yields 7.99% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SDMF wins by $2.3K in total portfolio value
10 years
SDMF
SDMF
● Live price
7.99%
Share price
$25.02
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.0K
Annual income
$1,325.70
Full SDMF 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 — SDMF vs DGRO

📍 SDMF 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 PeriodSDMFDGRO
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, SDMF + DGRO cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

SDMF
Annual income on $10K today (after 15% tax)
$679.46/yr
After 10yr DRIP, annual income (after tax)
$1,126.85/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, SDMF beats the other by $922.88/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SDMF: 50%DGRO: 50%
100% DGRO50/50100% SDMF
Portfolio after 10yr
$32.8K
Annual income
$782.83/yr
Blended yield
2.39%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SDMF buys
0
DGRO buys
0
No recent congressional trades found for SDMF or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSDMFDGRO
Forward yield7.99% ✓2.13%
Annual dividend / share$2.00 ✓$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.0K ✓$31.6K
Annual income after 10y$1,325.70 ✓$239.96
Total dividends collected$10.7K ✓$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSDMF PortfolioSDMF Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,499$799.36$11,293$213.22+$206.00 → SDMF
2$13,163$859.08$12,730$217.32+$433.00 → SDMF
3$15,004$919.06$14,326$221.10+$678.00 → SDMF
4$17,033$979.03$16,098$224.56+$935.00 → SDMF
5$19,264$1,038.73$18,064$227.74+$1.2K → SDMF
6$21,711$1,097.93$20,246$230.65+$1.5K → SDMF
7$24,387$1,156.41$22,666$233.30+$1.7K → SDMF
8$27,308$1,213.98$25,349$235.73+$2.0K → SDMF
9$30,490$1,270.46$28,325$237.94+$2.2K → SDMF
10$33,950$1,325.70$31,624$239.96+$2.3K → SDMF

SDMF vs DGRO: Complete Analysis 2026

SDMF — Stock

SDMF is a passively managed alternative fund that aims to replicate the performance of the largest managed futures funds. The fund uses a 10-factor replication strategy to reflect the performance various futures contracts across major asset classes.

Full SDMF 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.