HomeCompareWVALX vs DGRO

WVALX vs DGRO: Dividend Comparison 2026

WVALX yields 25.47% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WVALX wins by $69.9K in total portfolio value
10 years
WVALX
WVALX
● Live price
25.47%
Share price
$36.83
Annual div
$9.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$101.5K
Annual income
$11,639.10
Full WVALX 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 — WVALX vs DGRO

📍 WVALX 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 PeriodWVALXDGRO
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, WVALX + DGRO cover 0 of 12 monthsgood coverage

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

WVALX
Annual income on $10K today (after 15% tax)
$2,164.74/yr
After 10yr DRIP, annual income (after tax)
$9,893.24/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, WVALX beats the other by $9,689.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WVALX: 50%DGRO: 50%
100% DGRO50/50100% WVALX
Portfolio after 10yr
$66.6K
Annual income
$5,939.53/yr
Blended yield
8.92%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WVALX buys
0
DGRO buys
0
No recent congressional trades found for WVALX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWVALXDGRO
Forward yield25.47%2.13%
Annual dividend / share$9.38$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$101.5K$31.6K
Annual income after 10y$11,639.10$239.96
Total dividends collected$64.8K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWVALX PortfolioWVALX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$13,247$2,546.75$11,293$213.22+$2.0KWVALX
2$17,327$3,152.92$12,730$217.32+$4.6KWVALX
3$22,394$3,854.26$14,326$221.10+$8.1KWVALX
4$28,617$4,655.53$16,098$224.56+$12.5KWVALX
5$36,180$5,560.05$18,064$227.74+$18.1KWVALX
6$45,283$6,569.65$20,246$230.65+$25.0KWVALX
7$56,137$7,684.52$22,666$233.30+$33.5KWVALX
8$68,970$8,903.28$25,349$235.73+$43.6KWVALX
9$84,021$10,222.95$28,325$237.94+$55.7KWVALX
10$101,541$11,639.10$31,624$239.96+$69.9KWVALX

WVALX vs DGRO: Complete Analysis 2026

WVALXStock

Under normal circumstances, the fund will invest the majority of its assets in common stock of larger companies. The Adviser considers larger companies to be issuers with market capitalizations equal to or greater than the median company in the Russell 1000 Index. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies.

Full WVALX 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.