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VALUX vs DGRO: Dividend Comparison 2026

VALUX yields 7.23% · DGRO yields 2.13%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 VALUX wins by $639.00 in total portfolio value
10 years
VALUX
VALUX
● Live price
7.23%
Share price
$27.67
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.3K
Annual income
$1,143.47
Full VALUX calculator →
DGRO
iShares Core Dividend Growth ETF
● Live price
2.13%
Share price
$68.98
Annual div
$1.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.6K
Annual income
$239.96
Full DGRO calculator →

Portfolio growth — VALUX vs DGRO

📍 VALUX 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 PeriodVALUXDGRO
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, VALUX + DGRO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
VALUX pays
DGRO pays
Both pay
Neither
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Tax Bracket Optimizer

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

VALUX
Annual income on $10K today (after 15% tax)
$614.38/yr
After 10yr DRIP, annual income (after tax)
$971.95/yr
DGRO
Annual income on $10K today (after 15% tax)
$181.24/yr
After 10yr DRIP, annual income (after tax)
$203.97/yr
At 15% tax rate, VALUX beats the other by $767.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VALUX: 50%DGRO: 50%
100% DGRO50/50100% VALUX
Portfolio after 10yr
$31.9K
Annual income
$691.71/yr
Blended yield
2.17%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VALUX buys
0
DGRO buys
0
No recent congressional trades found for VALUX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVALUXDGRO
Forward yield7.23%2.13%
Annual dividend / share$2.00$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.3K$31.6K
Annual income after 10y$1,143.47$239.96
Total dividends collected$9.4K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearVALUX PortfolioVALUX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,423$722.80$11,293$213.22+$130.00VALUX
2$12,994$771.63$12,730$217.32+$264.00VALUX
3$14,724$820.35$14,326$221.10+$398.00VALUX
4$16,623$868.75$16,098$224.56+$525.00VALUX
5$18,704$916.65$18,064$227.74+$640.00VALUX
6$20,977$963.89$20,246$230.65+$731.00VALUX
7$23,456$1,010.32$22,666$233.30+$790.00VALUX
8$26,153$1,055.79$25,349$235.73+$804.00VALUX
9$29,084$1,100.21$28,325$237.94+$759.00VALUX
10$32,263$1,143.47$31,624$239.96+$639.00VALUX

VALUX vs DGRO: Complete Analysis 2026

VALUXStock

Under normal market conditions, the Adviser selects equity securities that the adviser believes are out of favor and undervalued. The Adviser then attempts to purchase the securities and hold them until the adviser believes that the securities have reached their fair value. To earn additional income, the fund, through its agent, may lend its portfolio securities to broker-dealers amounting to no more than 33-1/3% of the total assets of the fund (including any collateral posted) or 50% of the total assets of the fund (excluding any collateral posted).

Full VALUX 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.