HomeCompareATERX vs MCD

ATERX vs MCD: Dividend Comparison 2026

ATERX yields 1.34% · MCD yields 2.35%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ATERX wins by $12.64M in total portfolio value
10 years
ATERX
ATERX
● Live price
1.34%
Share price
$149.57
Annual div
$2.00
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$12.72M
Annual income
$11,119,257.82
Full ATERX calculator →
MCD
McDonald's Corporation
● Live price
2.35%
Share price
$308.53
Annual div
$7.26
5Y div CAGR
42.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$78.5K
Annual income
$26,227.70
Full MCD calculator →

Portfolio growth — ATERX vs MCD

📍 ATERX 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 PeriodATERXMCD
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, ATERX + MCD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

ATERX
Annual income on $10K today (after 15% tax)
$113.66/yr
After 10yr DRIP, annual income (after tax)
$9,451,369.15/yr
MCD
Annual income on $10K today (after 15% tax)
$200.01/yr
After 10yr DRIP, annual income (after tax)
$22,293.55/yr
At 15% tax rate, ATERX beats the other by $9,429,075.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of ATERX + MCD for your $10,000?

ATERX: 50%MCD: 50%
100% MCD50/50100% ATERX
Portfolio after 10yr
$6.40M
Annual income
$5,572,742.76/yr
Blended yield
87.11%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MCD right now

ATERX
No analyst data
Altman Z
1.2
Piotroski
6/9
MCD
Analyst Ratings
37
Buy
23
Hold
1
Sell
Consensus: Buy
Price Target
$351.76
+14.0% upside vs current
Range: $320.00 — $385.00
Altman Z
4.9
Piotroski
5/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ATERX buys
0
MCD buys
0
No recent congressional trades found for ATERX or MCD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricATERXMCD
Forward yield1.34%2.35%
Annual dividend / share$2.00$7.26
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%42.3%
Portfolio after 10y$12.72M$78.5K
Annual income after 10y$11,119,257.82$26,227.70
Total dividends collected$12.57M$58.5K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

Year-by-year: ATERX vs MCD ($10,000, DRIP)

YearATERX PortfolioATERX Income/yrMCD PortfolioMCD Income/yrGap
1← crossover$10,967$267.43$10,815$334.85+$152.00ATERX
2$12,283$548.23$11,826$491.71+$457.00ATERX
3$14,291$1,147.69$13,123$730.06+$1.2KATERX
4$17,787$2,495.83$14,853$1,100.07+$2.9KATERX
5$24,839$5,806.38$17,257$1,690.61+$7.6KATERX
6$41,733$15,155.62$20,752$2,667.01+$21.0KATERX
7$92,250$47,596.11$26,103$4,354.83+$66.1KATERX
8$295,364$196,655.87$34,794$7,437.78+$260.6KATERX
9$1,492,947$1,176,907.65$49,926$13,461.60+$1.44MATERX
10$12,716,711$11,119,257.82$78,550$26,227.70+$12.64MATERX

ATERX vs MCD: Complete Analysis 2026

ATERXStock

The investment seeks long-term growth of capital. The fund pursues opportunistic growth by investing in a global universe of companies whose business activities the Adviser believes position the company to benefit from certain sustainable investment themes that align with one or more of the United Nations Sustainable Development Goals SDGs. The Adviser employs a combination of "top-down" and "bottom-up" investment processes with the goal of identifying securities of companies worldwide, that fit into sustainable investment themes.

Full ATERX Calculator →

MCDConsumer Discretionary

McDonald's Corporation operates and franchises McDonald's restaurants in the United States and internationally. Its restaurants offer hamburgers and cheeseburgers, chicken sandwiches and nuggets, wraps, fries, salads, oatmeal, shakes, desserts, sundaes, soft serve cones, bakery items, soft drinks, coffee, and beverages and other beverages, as well as breakfast menu, including biscuit and bagel sandwiches, breakfast burritos, hotcakes, and other sandwiches. As of December 31, 2021, the company operated 40,031 restaurants. McDonald's Corporation was founded in 1940 and is headquartered in Chicago, Illinois.

Full MCD 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.