Home › Compare › SOXM vs DGRO

SOXM vs DGRO: Dividend Comparison 2026

SOXM yields 8.94% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SOXM wins by $4.6K in total portfolio value
10 years
SOXM
SOXM
● Live price
8.94%
Share price
$22.36
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.2K
Annual income
$1,572.43
Full SOXM 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 — SOXM vs DGRO

📍 SOXM 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 PeriodSOXMDGRO
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, SOXM + DGRO cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

SOXM
Annual income on $10K today (after 15% tax)
$760.29/yr
After 10yr DRIP, annual income (after tax)
$1,336.57/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, SOXM beats the other by $1,136.49/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SOXM: 50%DGRO: 50%
100% DGRO50/50100% SOXM
Portfolio after 10yr
$33.9K
Annual income
$903.91/yr
Blended yield
2.67%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOXM buys
0
DGRO buys
0
No recent congressional trades found for SOXM or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOXMDGRO
Forward yield8.94% ✓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$36.2K ✓$31.6K
Annual income after 10y$1,572.43 ✓$235.38
Total dividends collected$12.3K ✓$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSOXM PortfolioSOXM Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,594$894.45$11,290$209.57+$304.00 → SOXM
2$13,375$969.23$12,722$213.54+$653.00 → SOXM
3$15,357$1,044.95$14,314$217.18+$1.0K → SOXM
4$17,553$1,121.24$16,080$220.53+$1.5K → SOXM
5$19,979$1,197.75$18,040$223.59+$1.9K → SOXM
6$22,652$1,274.14$20,215$226.40+$2.4K → SOXM
7$25,588$1,350.08$22,627$228.96+$3.0K → SOXM
8$28,804$1,425.28$25,302$231.31+$3.5K → SOXM
9$32,320$1,499.48$28,268$233.44+$4.1K → SOXM
10$36,154$1,572.43$31,557$235.38+$4.6K → SOXM

SOXM vs DGRO: Complete Analysis 2026

SOXM — Stock

SOXM is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SOXM shares.

Full SOXM 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 SOXM vs DGRO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SOXM vs SCHDSOXM vs JEPISOXM vs OSOXM vs KOSOXM vs MAINSOXM vs VIGSOXM vs NOBLSOXM 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.