HomeCompareWSHFX vs DGRO

WSHFX vs DGRO: Dividend Comparison 2026

WSHFX yields 10.67% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WSHFX wins by $8.9K in total portfolio value
10 years
WSHFX
WSHFX
● Live price
10.67%
Share price
$61.19
Annual div
$6.53
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.5K
Annual income
$2,082.54
Full WSHFX 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 — WSHFX vs DGRO

📍 WSHFX 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 PeriodWSHFXDGRO
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, WSHFX + DGRO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
WSHFX 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.

WSHFX
Annual income on $10K today (after 15% tax)
$906.84/yr
After 10yr DRIP, annual income (after tax)
$1,770.16/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, WSHFX beats the other by $1,566.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WSHFX: 50%DGRO: 50%
100% DGRO50/50100% WSHFX
Portfolio after 10yr
$36.1K
Annual income
$1,161.25/yr
Blended yield
3.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WSHFX buys
0
DGRO buys
0
No recent congressional trades found for WSHFX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWSHFXDGRO
Forward yield10.67%2.13%
Annual dividend / share$6.53$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.5K$31.6K
Annual income after 10y$2,082.54$239.96
Total dividends collected$15.7K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWSHFX PortfolioWSHFX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$11,767$1,066.87$11,293$213.22+$474.00WSHFX
2$13,764$1,173.25$12,730$217.32+$1.0KWSHFX
3$16,010$1,282.58$14,326$221.10+$1.7KWSHFX
4$18,525$1,394.28$16,098$224.56+$2.4KWSHFX
5$21,329$1,507.76$18,064$227.74+$3.3KWSHFX
6$24,445$1,622.45$20,246$230.65+$4.2KWSHFX
7$27,894$1,737.79$22,666$233.30+$5.2KWSHFX
8$31,700$1,853.25$25,349$235.73+$6.4KWSHFX
9$35,887$1,968.32$28,325$237.94+$7.6KWSHFX
10$40,481$2,082.54$31,624$239.96+$8.9KWSHFX

WSHFX vs DGRO: Complete Analysis 2026

WSHFXStock

The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.

Full WSHFX 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.