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SPBX vs DGRO: Dividend Comparison 2026

SPBX yields 7.44% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPBX wins by $1.1K in total portfolio value
10 years
SPBX
SPBX
● Live price
7.44%
Share price
$26.88
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.7K
Annual income
$1,192.62
Full SPBX 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 — SPBX vs DGRO

📍 SPBX 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 PeriodSPBXDGRO
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, SPBX + DGRO cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

SPBX
Annual income on $10K today (after 15% tax)
$632.44/yr
After 10yr DRIP, annual income (after tax)
$1,013.73/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, SPBX beats the other by $809.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPBX: 50%DGRO: 50%
100% DGRO50/50100% SPBX
Portfolio after 10yr
$32.2K
Annual income
$716.29/yr
Blended yield
2.23%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPBX buys
0
DGRO buys
0
No recent congressional trades found for SPBX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPBXDGRO
Forward yield7.44% ✓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$32.7K ✓$31.6K
Annual income after 10y$1,192.62 ✓$239.96
Total dividends collected$9.7K ✓$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSPBX PortfolioSPBX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,444$744.05$11,293$213.22+$151.00 → SPBX
2$13,041$795.79$12,730$217.32+$311.00 → SPBX
3$14,801$847.50$14,326$221.10+$475.00 → SPBX
4$16,736$898.98$16,098$224.56+$638.00 → SPBX
5$18,858$950.01$18,064$227.74+$794.00 → SPBX
6$21,178$1,000.40$20,246$230.65+$932.00 → SPBX
7$23,711$1,050.00$22,666$233.30+$1.0K → SPBX
8$26,469$1,098.66$25,349$235.73+$1.1K → SPBX
9$29,468$1,146.23$28,325$237.94+$1.1K → SPBX
10$32,724$1,192.62$31,624$239.96+$1.1K → SPBX

SPBX vs DGRO: Complete Analysis 2026

SPBX — Stock

The fund seeks to provide capital appreciation with downside risk mitigation.

Full SPBX 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.