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TAKNX vs DGRO: Dividend Comparison 2026

TAKNX yields 7.71% · DGRO yields 2.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TAKNX wins by $1.8K in total portfolio value
10 years
TAKNX
TAKNX
● Live price
7.71%
Share price
$8.04
Annual div
$0.62
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.3K
Annual income
$1,256.17
Full TAKNX 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 — TAKNX vs DGRO

📍 TAKNX 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 PeriodTAKNXDGRO
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, TAKNX + DGRO cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

TAKNX
Annual income on $10K today (after 15% tax)
$655.22/yr
After 10yr DRIP, annual income (after tax)
$1,067.74/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, TAKNX beats the other by $867.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TAKNX: 50%DGRO: 50%
100% DGRO50/50100% TAKNX
Portfolio after 10yr
$32.4K
Annual income
$745.77/yr
Blended yield
2.30%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TAKNX buys
0
DGRO buys
0
No recent congressional trades found for TAKNX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTAKNXDGRO
Forward yield7.71% ✓2.10%
Annual dividend / share$0.62$1.47 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.3K ✓$31.6K
Annual income after 10y$1,256.17 ✓$235.38
Total dividends collected$10.2K ✓$2.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTAKNX PortfolioTAKNX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,471$770.85$11,290$209.57+$181.00 → TAKNX
2$13,100$826.38$12,722$213.54+$378.00 → TAKNX
3$14,899$882.02$14,314$217.18+$585.00 → TAKNX
4$16,880$937.52$16,080$220.53+$800.00 → TAKNX
5$19,054$992.65$18,040$223.59+$1.0K → TAKNX
6$21,435$1,047.21$20,215$226.40+$1.2K → TAKNX
7$24,036$1,101.00$22,627$228.96+$1.4K → TAKNX
8$26,873$1,153.85$25,302$231.31+$1.6K → TAKNX
9$29,959$1,205.62$28,268$233.44+$1.7K → TAKNX
10$33,313$1,256.17$31,557$235.38+$1.8K → TAKNX

TAKNX vs DGRO: Complete Analysis 2026

TAKNX — Stock

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

Full TAKNX 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.