Is STMGX or DGRO a better dividend investment in 2026?

STMGX currently yields 36.75% with a 5% 5-year dividend growth rate. DGRO yields 2.13% with 9.5% growth. The better choice depends on your goal: STMGX offers higher current income.

What is the dividend yield difference between STMGX and DGRO?

STMGX has a forward dividend yield of 36.75% ($8.79/share annually). DGRO yields 2.13% ($1.47/share annually). The yield gap is 34.62 percentage points.

Home › Compare › STMGX vs DGRO

STMGX vs DGRO: Dividend Comparison 2026

STMGX yields 36.75% · DGRO yields 2.13%● Live data

vsPost on X →

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

🏆 STMGX wins by $162.3K in total portfolio value

INVESTMENT

TIME HORIZON10 years

STMGX

● Live price

36.75%

Share price

$23.93

Annual div

$8.79

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$193.9K

Annual income

$30,522.50

Full STMGX calculator →

DGRO

iShares Core Dividend Growth ETF

● Live price

2.13%

Share price

$68.98

Annual div

$1.47

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.6K

Annual income

$239.96

Full DGRO calculator →

Portfolio growth — STMGX vs DGRO

📍 STMGX 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 Period	STMGX	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%.

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Dividend Calendar Overlap

Combined, STMGX + DGRO cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

STMGX 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.

STMGX

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

$3,123.62/yr

After 10yr DRIP, annual income (after tax)

$25,944.13/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, STMGX beats the other by $25,740.16/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

STMGX: 50%DGRO: 50%

100% DGRO50/50100% STMGX

Portfolio after 10yr

$112.8K

Annual income

$15,381.23/yr

Blended yield

13.64%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

STMGX buys

DGRO buys

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

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

MetricSTMGXDGRO

Forward yield	36.75% ✓	2.13%
Annual dividend / share	$8.79 ✓	$1.47
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$193.9K ✓	$31.6K
Annual income after 10y	$30,522.50 ✓	$239.96
Total dividends collected	$142.1K ✓	$2.3K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	STMGX Portfolio	STMGX Income/yr	DGRO Portfolio	DGRO Income/yr	Gap
1← crossover	$14,375	$3,674.84	$11,293	$213.22	+$3.1K → STMGX
2	$20,318	$4,936.94	$12,730	$217.32	+$7.6K → STMGX
3	$28,262	$6,521.58	$14,326	$221.10	+$13.9K → STMGX
4	$38,718	$8,477.90	$16,098	$224.56	+$22.6K → STMGX
5	$52,283	$10,854.70	$18,064	$227.74	+$34.2K → STMGX
6	$69,642	$13,698.75	$20,246	$230.65	+$49.4K → STMGX
7	$91,570	$17,053.17	$22,666	$233.30	+$68.9K → STMGX
8	$118,935	$20,955.80	$25,349	$235.73	+$93.6K → STMGX
9	$152,699	$25,437.81	$28,325	$237.94	+$124.4K → STMGX
10	$193,910	$30,522.50	$31,624	$239.96	+$162.3K → STMGX

STMGX vs DGRO: Complete Analysis 2026

STMGX — Stock

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of medium capitalization companies. The fund's manager considers a company to be a medium capitalization company if it has a market capitalization (stock market worth), at the time of investment, between $1 billion and the market capitalization of the largest company in the Russell Midcap® Index.

Full STMGX 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.