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SVFAX vs DGRO: Dividend Comparison 2026

SVFAX yields 1.59% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $9.6K in total portfolio value
10 years
SVFAX
SVFAX
● Live price
1.59%
Share price
$86.69
Annual div
$1.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.0K
Annual income
$175.64
Full SVFAX 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 — SVFAX vs DGRO

📍 DGRO 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 PeriodSVFAXDGRO
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, SVFAX + DGRO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SVFAX
Annual income on $10K today (after 15% tax)
$134.73/yr
After 10yr DRIP, annual income (after tax)
$149.29/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, DGRO beats the other by $50.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SVFAX: 50%DGRO: 50%
100% DGRO50/50100% SVFAX
Portfolio after 10yr
$26.8K
Annual income
$205.51/yr
Blended yield
0.77%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVFAX buys
0
DGRO buys
0
No recent congressional trades found for SVFAX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVFAXDGRO
Forward yield1.59%2.10%
Annual dividend / share$1.37$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.0K$31.6K
Annual income after 10y$175.64$235.38
Total dividends collected$1.7K$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSVFAX PortfolioSVFAX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$10,859$158.50$11,290$209.57$431.00DGRO
2$11,779$160.85$12,722$213.54$943.00DGRO
3$12,767$163.08$14,314$217.18$1.5KDGRO
4$13,826$165.19$16,080$220.53$2.3KDGRO
5$14,961$167.18$18,040$223.59$3.1KDGRO
6$16,177$169.07$20,215$226.40$4.0KDGRO
7$17,481$170.86$22,627$228.96$5.1KDGRO
8$18,877$172.55$25,302$231.31$6.4KDGRO
9$20,372$174.14$28,268$233.44$7.9KDGRO
10$21,974$175.64$31,557$235.38$9.6KDGRO

SVFAX vs DGRO: Complete Analysis 2026

SVFAXStock

The investment seeks long-term capital appreciation. To achieve its investment objective, the fund will maintain approximately 25-30 companies in its portfolio and will invest in the common stocks of large capitalization ("large-cap") U.S. companies. The fund's manager considers large-cap companies to be those publicly traded U.S. companies with capitalizations exceeding $5 billion. It is non-diversified.

Full SVFAX 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.