HomeCompareBAFWX vs DIVO

BAFWX vs DIVO: Dividend Comparison 2026

BAFWX yields 27.22% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BAFWX wins by $81.9K in total portfolio value
10 years
BAFWX
BAFWX
● Live price
27.22%
Share price
$40.31
Annual div
$10.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$112.6K
Annual income
$13,685.09
Full BAFWX calculator →
DIVO
DIVO
● Live price
6.49%
Share price
$44.85
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$981.68
Full DIVO calculator →

Portfolio growth — BAFWX vs DIVO

📍 BAFWX 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 PeriodBAFWXDIVO
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, BAFWX + DIVO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BAFWX pays
DIVO pays
Both pay
Neither
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Tax Bracket Optimizer

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

BAFWX
Annual income on $10K today (after 15% tax)
$2,313.59/yr
After 10yr DRIP, annual income (after tax)
$11,632.33/yr
DIVO
Annual income on $10K today (after 15% tax)
$552.00/yr
After 10yr DRIP, annual income (after tax)
$834.43/yr
At 15% tax rate, BAFWX beats the other by $10,797.90/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

BAFWX: 50%DIVO: 50%
100% DIVO50/50100% BAFWX
Portfolio after 10yr
$71.7K
Annual income
$7,333.39/yr
Blended yield
10.23%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BAFWX buys
0
DIVO buys
0
No recent congressional trades found for BAFWX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBAFWXDIVO
Forward yield27.22%6.49%
Annual dividend / share$10.97$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$112.6K$30.7K
Annual income after 10y$13,685.09$981.68
Total dividends collected$73.9K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBAFWX PortfolioBAFWX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$13,422$2,721.88$11,349$649.42+$2.1KBAFWX
2$17,776$3,414.27$12,833$688.83+$4.9KBAFWX
3$23,246$4,225.97$14,459$727.90+$8.8KBAFWX
4$30,038$5,164.93$16,238$766.49+$13.8KBAFWX
5$38,378$6,237.43$18,179$804.47+$20.2KBAFWX
6$48,513$7,447.90$20,293$841.71+$28.2KBAFWX
7$60,707$8,798.72$22,591$878.14+$38.1KBAFWX
8$75,247$10,290.15$25,087$913.65+$50.2KBAFWX
9$92,434$11,920.27$27,791$948.18+$64.6KBAFWX
10$112,590$13,685.09$30,718$981.68+$81.9KBAFWX

BAFWX vs DIVO: Complete Analysis 2026

BAFWXStock

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of sustainable domestic companies. It invests primarily in the securities of medium and large capitalization companies that Brown Advisory LLC (the "Adviser") believes (1) have the fundamental strengths (strong financials and business models) to outperform their peers and deliver above-average earnings growth over a market cycle, (2) effectively implement Sustainable Business Advantages, and (3) have attractive valuations.

Full BAFWX 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.