HomeCompareSIMGX vs DGRO

SIMGX vs DGRO: Dividend Comparison 2026

SIMGX yields 20.16% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SIMGX wins by $42.2K in total portfolio value
10 years
SIMGX
SIMGX
● Live price
20.16%
Share price
$9.92
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$73.7K
Annual income
$6,855.71
Full SIMGX 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 — SIMGX vs DGRO

📍 SIMGX 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 PeriodSIMGXDGRO
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, SIMGX + DGRO cover 0 of 12 monthsgood coverage

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

SIMGX
Annual income on $10K today (after 15% tax)
$1,713.71/yr
After 10yr DRIP, annual income (after tax)
$5,827.35/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, SIMGX beats the other by $5,627.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SIMGX: 50%DGRO: 50%
100% DGRO50/50100% SIMGX
Portfolio after 10yr
$52.7K
Annual income
$3,545.55/yr
Blended yield
6.73%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SIMGX buys
0
DGRO buys
0
No recent congressional trades found for SIMGX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSIMGXDGRO
Forward yield20.16%2.10%
Annual dividend / share$2.00$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$73.7K$31.6K
Annual income after 10y$6,855.71$235.38
Total dividends collected$42.1K$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSIMGX PortfolioSIMGX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$12,716$2,016.13$11,290$209.57+$1.4KSIMGX
2$16,002$2,396.01$12,722$213.54+$3.3KSIMGX
3$19,940$2,817.94$14,314$217.18+$5.6KSIMGX
4$24,618$3,281.71$16,080$220.53+$8.5KSIMGX
5$30,128$3,786.47$18,040$223.59+$12.1KSIMGX
6$36,567$4,330.76$20,215$226.40+$16.4KSIMGX
7$44,040$4,912.57$22,627$228.96+$21.4KSIMGX
8$52,652$5,529.37$25,302$231.31+$27.4KSIMGX
9$62,516$6,178.19$28,268$233.44+$34.2KSIMGX
10$73,747$6,855.71$31,557$235.38+$42.2KSIMGX

SIMGX vs DGRO: Complete Analysis 2026

SIMGXStock

The fund invests approximately 75% of its net assets in funds that are advised by Dimensional Fund Advisors LP and that, in turn, the Adviser believes establish a globally diversified equity investment portfolio. The fund will invest in funds that by the terms of their prospectuses invest in, and/or provide exposure to, several countries which may include the U.S., although the advisor generally will attempt to invest at least 40% of its net assets in funds that invest in the securities of issuers based, primarily operated and/or listed outside of the U.S.

Full SIMGX 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.