HomeCompareSVUBX vs DGRO

SVUBX vs DGRO: Dividend Comparison 2026

SVUBX yields 18.87% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SVUBX wins by $36.5K in total portfolio value
10 years
SVUBX
SVUBX
● Live price
18.87%
Share price
$10.60
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$68.1K
Annual income
$5,960.70
Full SVUBX 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 — SVUBX vs DGRO

📍 SVUBX 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 PeriodSVUBXDGRO
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, SVUBX + DGRO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SVUBX
Annual income on $10K today (after 15% tax)
$1,603.77/yr
After 10yr DRIP, annual income (after tax)
$5,066.59/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, SVUBX beats the other by $4,866.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SVUBX: 50%DGRO: 50%
100% DGRO50/50100% SVUBX
Portfolio after 10yr
$49.8K
Annual income
$3,098.04/yr
Blended yield
6.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVUBX buys
0
DGRO buys
0
No recent congressional trades found for SVUBX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVUBXDGRO
Forward yield18.87%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$68.1K$31.6K
Annual income after 10y$5,960.70$235.38
Total dividends collected$37.6K$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSVUBX PortfolioSVUBX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$12,587$1,886.79$11,290$209.57+$1.3KSVUBX
2$15,687$2,219.50$12,722$213.54+$3.0KSVUBX
3$19,371$2,585.27$14,314$217.18+$5.1KSVUBX
4$23,710$2,983.45$16,080$220.53+$7.6KSVUBX
5$28,783$3,412.90$18,040$223.59+$10.7KSVUBX
6$34,670$3,872.02$20,215$226.40+$14.5KSVUBX
7$41,455$4,358.83$22,627$228.96+$18.8KSVUBX
8$49,228$4,871.00$25,302$231.31+$23.9KSVUBX
9$58,080$5,405.90$28,268$233.44+$29.8KSVUBX
10$68,106$5,960.70$31,557$235.38+$36.5KSVUBX

SVUBX vs DGRO: Complete Analysis 2026

SVUBXStock

The investment seeks capital growth. The fund normally invests at least 80% of its investable assets in equity and equity-related securities of mid-cap companies. The subadviser considers mid-cap companies to be companies with market capitalizations within the market cap range of companies included in the Russell Midcap Index (measured at the time of purchase). Most of the fund's assets will typically be invested in U.S. equity and equity-related securities, including up to 25% of its total assets in real estate investment trusts (REITs).

Full SVUBX 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 →
📬

Get this SVUBX vs DGRO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SVUBX vs SCHDSVUBX vs JEPISVUBX vs OSVUBX vs KOSVUBX vs MAINSVUBX vs VIGSVUBX vs NOBLSVUBX 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.