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SWTRX vs DGRO: Dividend Comparison 2026

SWTRX yields 0.17% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGRO wins by $11.7K in total portfolio value
10 years
SWTRX
SWTRX
● Live price
0.17%
Share price
$21.83
Annual div
$0.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.9K
Annual income
$17.14
Full SWTRX 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 — SWTRX vs DGRO

📍 DGRO 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 PeriodSWTRXDGRO
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, SWTRX + DGRO cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

SWTRX
Annual income on $10K today (after 15% tax)
$14.41/yr
After 10yr DRIP, annual income (after tax)
$14.57/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, DGRO beats the other by $185.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWTRX: 50%DGRO: 50%
100% DGRO50/50100% SWTRX
Portfolio after 10yr
$25.7K
Annual income
$126.26/yr
Blended yield
0.49%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWTRX buys
0
DGRO buys
0
No recent congressional trades found for SWTRX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWTRXDGRO
Forward yield0.17%2.10% ✓
Annual dividend / share$0.04$1.47 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$19.9K$31.6K ✓
Annual income after 10y$17.14$235.38 ✓
Total dividends collected$171.00 ✓$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSWTRX PortfolioSWTRX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$10,717$16.95$11,290$209.57$573.00 → DGRO
2$11,484$16.98$12,722$213.54$1.2K → DGRO
3$12,305$17.00$14,314$217.18$2.0K → DGRO
4$13,183$17.02$16,080$220.53$2.9K → DGRO
5$14,123$17.05$18,040$223.59$3.9K → DGRO
6$15,129$17.07$20,215$226.40$5.1K → DGRO
7$16,205$17.09$22,627$228.96$6.4K → DGRO
8$17,357$17.10$25,302$231.31$7.9K → DGRO
9$18,589$17.12$28,268$233.44$9.7K → DGRO
10$19,907$17.14$31,557$235.38$11.7K → DGRO

SWTRX vs DGRO: Complete Analysis 2026

SWTRX — Stock

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

Full SWTRX 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.