Is SOPAX or DGRO a better dividend investment in 2026?

SOPAX currently yields 11.64% with a 5% 5-year dividend growth rate. DGRO yields 2.10% with 9.5% growth. The better choice depends on your goal: SOPAX offers higher current income.

What is the dividend yield difference between SOPAX and DGRO?

SOPAX has a forward dividend yield of 11.64% ($3.34/share annually). DGRO yields 2.10% ($1.47/share annually). The yield gap is 9.54 percentage points.

Home › Compare › SOPAX vs DGRO

SOPAX vs DGRO: Dividend Comparison 2026

SOPAX yields 11.64% · DGRO yields 2.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 SOPAX wins by $11.6K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SOPAX

● Live price

11.64%

Share price

$28.72

Annual div

$3.34

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$43.1K

Annual income

$2,407.61

Full SOPAX calculator →

DGRO

iShares Core Dividend Growth ETF

● Live price

2.10%

Share price

$70.18

Annual div

$1.47

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.6K

Annual income

$235.38

Full DGRO calculator →

Portfolio growth — SOPAX vs DGRO

📍 SOPAX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	SOPAX	DGRO
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, SOPAX + DGRO cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SOPAX pays

DGRO pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SOPAX

Annual income on $10K today (after 15% tax)

$989.10/yr

After 10yr DRIP, annual income (after tax)

$2,046.47/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, SOPAX beats the other by $1,846.40/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SOPAX: 50%DGRO: 50%

100% DGRO50/50100% SOPAX

Portfolio after 10yr

$37.3K

Annual income

$1,321.49/yr

Blended yield

3.54%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOPAX buys

DGRO buys

No recent congressional trades found for SOPAX or DGRO in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSOPAXDGRO

Forward yield	11.64% ✓	2.10%
Annual dividend / share	$3.34 ✓	$1.47
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$43.1K ✓	$31.6K
Annual income after 10y	$2,407.61 ✓	$235.38
Total dividends collected	$17.7K ✓	$2.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SOPAX Portfolio	SOPAX Income/yr	DGRO Portfolio	DGRO Income/yr	Gap
1← crossover	$11,864	$1,163.65	$11,290	$209.57	+$574.00 → SOPAX
2	$13,984	$1,290.19	$12,722	$213.54	+$1.3K → SOPAX
3	$16,385	$1,421.33	$14,314	$217.18	+$2.1K → SOPAX
4	$19,088	$1,556.34	$16,080	$220.53	+$3.0K → SOPAX
5	$22,118	$1,694.50	$18,040	$223.59	+$4.1K → SOPAX
6	$25,502	$1,835.08	$20,215	$226.40	+$5.3K → SOPAX
7	$29,264	$1,977.37	$22,627	$228.96	+$6.6K → SOPAX
8	$33,433	$2,120.67	$25,302	$231.31	+$8.1K → SOPAX
9	$38,038	$2,264.29	$28,268	$233.44	+$9.8K → SOPAX
10	$43,108	$2,407.61	$31,557	$235.38	+$11.6K → SOPAX

SOPAX vs DGRO: Complete Analysis 2026

SOPAX — Stock

Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investments with similar economic characteristics that pay dividends or are expected to initiate their dividends over time. It invests primarily in common stocks. The fund may invest up to 50% of its net assets in equity securities of foreign issuers, either directly or through depositary receipts.

Full SOPAX 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 →

📬

Get this SOPAX vs DGRO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SOPAX vs SCHD SOPAX vs JEPI SOPAX vs O SOPAX vs KO SOPAX vs MAIN SOPAX vs VIG SOPAX vs NOBL SOPAX vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.