Is SWYHX or DGRO a better dividend investment in 2026?

SWYHX currently yields 2.11% with a 5% 5-year dividend growth rate. DGRO yields 2.10% with 9.5% growth. The better choice depends on your goal: SWYHX offers higher current income.

What is the dividend yield difference between SWYHX and DGRO?

SWYHX has a forward dividend yield of 2.11% ($0.44/share annually). DGRO yields 2.10% ($1.47/share annually). The yield gap is 0.01 percentage points.

Home › Compare › SWYHX vs DGRO

SWYHX vs DGRO: Dividend Comparison 2026

SWYHX yields 2.11% · DGRO yields 2.10%● Live data

vsPost on X →

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

🏆 DGRO wins by $8.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SWYHX

● Live price

2.11%

Share price

$20.93

Annual div

$0.44

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$22.8K

Annual income

$241.45

Full SWYHX calculator →

DGRO

iShares Core Dividend Growth ETF

● Live price

2.10%

Share price

$70.18

Annual div

$1.47

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.6K

Annual income

$235.38

Full DGRO calculator →

Portfolio growth — SWYHX 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 Period	SWYHX	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, SWYHX + DGRO cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SWYHX pays

DGRO pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SWYHX

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

$179.10/yr

After 10yr DRIP, annual income (after tax)

$205.23/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, SWYHX beats the other by $5.16/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 SWYHX + DGRO for your $10,000?

SWYHX: 50%DGRO: 50%

100% DGRO50/50100% SWYHX

Portfolio after 10yr

$27.2K

Annual income

$238.41/yr

Blended yield

0.88%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWYHX buys

DGRO buys

Politician	Chamber	Ticker	Type	Amount	Date
Scott Mr Franklin	🏢 House	$DGRO	▼ Sell	$15,001 - $50,000	2024-08-06
Kevin Hern	🏢 House	$DGRO	▲ Buy	$1,001 - $15,000	2022-09-30
Kevin Hern	🏢 House	$DGRO	▲ Buy	$1,001 - $15,000	2021-09-30
Kevin Hern	🏢 House	$DGRO	▲ Buy	$250,001 - $500,000	2021-07-01
K. Michael Conaway	🏢 House	$DGRO	▲ Buy	$50,001 - $100,000	2020-12-17
K. Michael Conaway	🏢 House	$DGRO	▲ Buy	$15,001 - $50,000	2020-11-30
K. Michael Conaway	🏢 House	$DGRO	▲ Buy	$50,001 - $100,000	2020-08-10
K. Michael Conaway	🏢 House	$DGRO	▲ Buy	$15,001 - $50,000	2020-04-22
K. Michael Conaway	🏢 House	$DGRO	▲ Buy	$1,001 - $15,000	2020-04-06
K. Michael Conaway	🏢 House	$DGRO	▲ Buy	$15,001 - $50,000	2020-04-06

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

MetricSWYHXDGRO

Forward yield	2.11% ✓	2.10%
Annual dividend / share	$0.44	$1.47 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$22.8K	$31.6K ✓
Annual income after 10y	$241.45 ✓	$235.38
Total dividends collected	$2.3K ✓	$2.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SWYHX Portfolio	SWYHX Income/yr	DGRO Portfolio	DGRO Income/yr	Gap
1← crossover	$10,911	$210.70	$11,290	$209.57	$379.00 → DGRO
2	$11,889	$214.85	$12,722	$213.54	$833.00 → DGRO
3	$12,940	$218.81	$14,314	$217.18	$1.4K → DGRO
4	$14,069	$222.57	$16,080	$220.53	$2.0K → DGRO
5	$15,280	$226.15	$18,040	$223.59	$2.8K → DGRO
6	$16,579	$229.54	$20,215	$226.40	$3.6K → DGRO
7	$17,972	$232.77	$22,627	$228.96	$4.7K → DGRO
8	$19,466	$235.82	$25,302	$231.31	$5.8K → DGRO
9	$21,067	$238.71	$28,268	$233.44	$7.2K → DGRO
10	$22,783	$241.45	$31,557	$235.38	$8.8K → DGRO

SWYHX vs DGRO: Complete Analysis 2026

SWYHX — Stock

The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds (ETFs). It has a policy to invest, under normal circumstances, at least 80% of its assets (net assets, including, for this purpose, any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices. The fund is managed based on the specific retirement date (target date) included in its name and assumes a retirement age of 65.

Full SWYHX 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.