HomeCompareAVEM vs ORCC

AVEM vs ORCC: Dividend Comparison 2026

AVEM yields 2.47% · ORCC yields 9.79%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AVEM wins by $2.0K in total portfolio value· pulled ahead in Year 4
10 years
AVEM
AVEM
● Live price
2.47%
Share price
$78.64
Annual div
$1.95
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.4K
Annual income
$290.30
Full AVEM calculator →
ORCC
ORCC
● Live price
9.79%
Share price
$13.48
Annual div
$1.32
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$1.04
Full ORCC calculator →

Portfolio growth — AVEM vs ORCC

📍 AVEM pulled ahead of the other in Year 4

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodAVEMORCC
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, AVEM + ORCC cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

AVEM
Annual income on $10K today (after 15% tax)
$210.33/yr
After 10yr DRIP, annual income (after tax)
$246.76/yr
ORCC
Annual income on $10K today (after 15% tax)
$832.34/yr
After 10yr DRIP, annual income (after tax)
$0.88/yr
At 15% tax rate, AVEM beats the other by $245.87/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AVEM + ORCC for your $10,000?

AVEM: 50%ORCC: 50%
100% ORCC50/50100% AVEM
Portfolio after 10yr
$22.4K
Annual income
$145.67/yr
Blended yield
0.65%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ORCC right now

AVEM
No analyst data
ORCC
Analyst Ratings
9
Buy
4
Hold
1
Sell
Consensus: Buy
Price Target
$16.00
+18.7% upside vs current
Range: $16.00 — $16.00
Altman Z
0.5
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)

AVEM buys
0
ORCC buys
0
No recent congressional trades found for AVEM or ORCC in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAVEMORCC
Forward yield2.47%9.79%
Annual dividend / share$1.95$1.32
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%-50%
Portfolio after 10y$23.4K$21.4K
Annual income after 10y$290.30$1.04
Total dividends collected$2.7K$1.0K
Payment frequencyquarterlyquarterly
SectorStockBDC

Year-by-year: AVEM vs ORCC ($10,000, DRIP)

YearAVEM PortfolioAVEM Income/yrORCC PortfolioORCC Income/yrGap
1$10,947$247.44$11,190$489.61$243.00ORCC
2$11,967$253.17$12,229$256.01$262.00ORCC
3$13,063$258.64$13,216$130.74$153.00ORCC
4← crossover$14,242$263.86$14,207$66.02+$35.00AVEM
5$15,507$268.84$15,234$33.17+$273.00AVEM
6$16,866$273.59$16,317$16.62+$549.00AVEM
7$18,325$278.10$17,468$8.32+$857.00AVEM
8$19,890$282.38$18,695$4.16+$1.2KAVEM
9$21,569$286.45$20,006$2.08+$1.6KAVEM
10$23,369$290.30$21,407$1.04+$2.0KAVEM

AVEM vs ORCC: Complete Analysis 2026

AVEMStock

Invests in a broad set of companies of all market capitalizations across emerging market countries and is designed to increase expected returns* by overweighting securities believed to be trading at lower valuations with higher profitability ratios**.Pursues the benefits associated with indexing (diversification, low turnover, transparency of exposures), but with the ability to add value by making investment decisions using information in current prices. Efficient portfolio management and trading process that is designed to enhance returns and seeks to reduce unnecessary risks and costs. Built to fit seamlessly into an investor's asset allocation.

Full AVEM Calculator →

ORCCBDC

Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.

Full ORCC Calculator →
📬

Get this AVEM vs ORCC comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

AVEM vs SCHDAVEM vs JEPIAVEM vs OAVEM vs KOAVEM vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.