HomeCompareSHIEX vs DGRO

SHIEX vs DGRO: Dividend Comparison 2026

SHIEX yields 2.83% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $7.6K in total portfolio value
10 years
SHIEX
SHIEX
● Live price
2.83%
Share price
$10.63
Annual div
$0.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.9K
Annual income
$339.08
Full SHIEX 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 — SHIEX 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 PeriodSHIEXDGRO
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, SHIEX + DGRO cover 0 of 12 monthsgood coverage

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

SHIEX
Annual income on $10K today (after 15% tax)
$240.21/yr
After 10yr DRIP, annual income (after tax)
$288.22/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, SHIEX beats the other by $88.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHIEX: 50%DGRO: 50%
100% DGRO50/50100% SHIEX
Portfolio after 10yr
$27.7K
Annual income
$287.23/yr
Blended yield
1.04%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHIEX buys
0
DGRO buys
0
No recent congressional trades found for SHIEX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHIEXDGRO
Forward yield2.83%2.10%
Annual dividend / share$0.30$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.9K$31.6K
Annual income after 10y$339.08$235.38
Total dividends collected$3.1K$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSHIEX PortfolioSHIEX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$10,983$282.60$11,290$209.57$307.00DGRO
2$12,041$290.06$12,722$213.54$681.00DGRO
3$13,182$297.22$14,314$217.18$1.1KDGRO
4$14,408$304.08$16,080$220.53$1.7KDGRO
5$15,728$310.63$18,040$223.59$2.3KDGRO
6$17,145$316.89$20,215$226.40$3.1KDGRO
7$18,668$322.86$22,627$228.96$4.0KDGRO
8$20,304$328.54$25,302$231.31$5.0KDGRO
9$22,059$333.94$28,268$233.44$6.2KDGRO
10$23,942$339.08$31,557$235.38$7.6KDGRO

SHIEX vs DGRO: Complete Analysis 2026

SHIEXStock

The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing in put and call options on exchange traded funds (“ETFs”) that track the S&P 500 Index (“Index ETFs”), and in fixed income securities. Using a combination of put and call options on index ETF's, the fund's investment sub-advisor, Exceed Advisory LLC initially executes the equity options strategy by seeking to provide an investment vehicle that limits losses to 12.5% when the Index declines in value, and to participate in increases in the index up to approximately 15%.

Full SHIEX 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.