HomeCompareAPHGX vs DIVO

APHGX vs DIVO: Dividend Comparison 2026

APHGX yields 5.05% · DIVO yields 6.62%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DIVO wins by $3.1K in total portfolio value
10 years
APHGX
APHGX
● Live price
5.05%
Share price
$26.83
Annual div
$1.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.9K
Annual income
$697.38
Full APHGX calculator →
DIVO
DIVO
● Live price
6.62%
Share price
$44.00
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.0K
Annual income
$1,008.47
Full DIVO calculator →

Portfolio growth — APHGX vs DIVO

📍 DIVO 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 PeriodAPHGXDIVO
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, APHGX + DIVO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
APHGX pays
DIVO pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

APHGX
Annual income on $10K today (after 15% tax)
$429.19/yr
After 10yr DRIP, annual income (after tax)
$592.77/yr
DIVO
Annual income on $10K today (after 15% tax)
$562.67/yr
After 10yr DRIP, annual income (after tax)
$857.20/yr
At 15% tax rate, DIVO beats the other by $264.43/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of APHGX + DIVO for your $10,000?

APHGX: 50%DIVO: 50%
100% DIVO50/50100% APHGX
Portfolio after 10yr
$29.4K
Annual income
$852.93/yr
Blended yield
2.90%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APHGX buys
0
DIVO buys
0
No recent congressional trades found for APHGX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAPHGXDIVO
Forward yield5.05%6.62%
Annual dividend / share$1.35$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.9K$31.0K
Annual income after 10y$697.38$1,008.47
Total dividends collected$6.1K$8.4K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: APHGX vs DIVO ($10,000, DRIP)

YearAPHGX PortfolioAPHGX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,205$504.92$11,362$661.96$157.00DIVO
2$12,518$528.75$12,860$702.91$342.00DIVO
3$13,946$552.07$14,504$743.56$558.00DIVO
4$15,497$574.82$16,303$783.73$806.00DIVO
5$17,179$596.97$18,268$823.31$1.1KDIVO
6$19,000$618.46$20,408$862.17$1.4KDIVO
7$20,969$639.27$22,737$900.20$1.8KDIVO
8$23,097$659.37$25,266$937.31$2.2KDIVO
9$25,392$678.74$28,008$973.42$2.6KDIVO
10$27,867$697.38$30,977$1,008.47$3.1KDIVO

APHGX vs DIVO: Complete Analysis 2026

APHGXStock

The investment seeks maximum long-term capital growth. The fund's investment team employs a fundamental investment process to construct a diversified portfolio of securities of undervalued U.S. and non-U.S. companies. The team seeks to invest in what the team considers to be high quality, undervalued companies with strong balance sheets and shareholder-oriented management teams. Under normal market conditions, the fund primarily invests in common stocks and other equity securities, both within and outside the U.S.

Full APHGX Calculator →

DIVOETF

DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.

Full DIVO 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.