Is BAGIX or DIVO a better dividend investment in 2026?

BAGIX currently yields 4.18% with a 5% 5-year dividend growth rate. DIVO yields 6.49% with 5% growth. The better choice depends on your goal: DIVO offers higher current income.

What is the dividend yield difference between BAGIX and DIVO?

BAGIX has a forward dividend yield of 4.18% ($0.41/share annually). DIVO yields 6.49% ($2.91/share annually). The yield gap is 2.31 percentage points.

Home › Compare › BAGIX vs DIVO

BAGIX vs DIVO: Dividend Comparison 2026

BAGIX yields 4.18% · DIVO yields 6.49%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 DIVO wins by $4.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BAGIX

● Live price

4.18%

Share price

$9.84

Annual div

$0.41

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.3K

Annual income

$546.62

Full BAGIX calculator →

DIVO

● Live price

6.49%

Share price

$44.85

Annual div

$2.91

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$30.7K

Annual income

$981.68

Full DIVO calculator →

Portfolio growth — BAGIX 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 Period	BAGIX	DIVO
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, BAGIX + DIVO cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BAGIX 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.

BAGIX

Annual income on $10K today (after 15% tax)

$355.32/yr

After 10yr DRIP, annual income (after tax)

$464.63/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, DIVO beats the other by $369.80/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

BAGIX: 50%DIVO: 50%

100% DIVO50/50100% BAGIX

Portfolio after 10yr

$28.5K

Annual income

$764.15/yr

Blended yield

2.68%

📊

Analyst Conviction Gap

Where Wall Street is split right now

BAGIX

No analyst data

Price Target

$27.00

+174.4% upside vs current

Range: $27.00 — $27.00

DIVO

No analyst data

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BAGIX buys

DIVO buys

Politician	Chamber	Ticker	Type	Amount	Date
Carol Devine Miller	🏢 House	$BAGIX	▲ Buy	$1,001 - $15,000	2022-11-02

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricBAGIXDIVO

Forward yield	4.18%	6.49% ✓
Annual dividend / share	$0.41	$2.91 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$26.3K	$30.7K ✓
Annual income after 10y	$546.62	$981.68 ✓
Total dividends collected	$4.9K	$8.2K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BAGIX Portfolio	BAGIX Income/yr	DIVO Portfolio	DIVO Income/yr	Gap
1← crossover	$11,118	$418.03	$11,349	$649.42	$231.00 → DIVO
2	$12,331	$434.36	$12,833	$688.83	$502.00 → DIVO
3	$13,644	$450.22	$14,459	$727.90	$815.00 → DIVO
4	$15,065	$465.58	$16,238	$766.49	$1.2K → DIVO
5	$16,600	$480.43	$18,179	$804.47	$1.6K → DIVO
6	$18,256	$494.75	$20,293	$841.71	$2.0K → DIVO
7	$20,043	$508.53	$22,591	$878.14	$2.5K → DIVO
8	$21,968	$521.77	$25,087	$913.65	$3.1K → DIVO
9	$24,040	$534.46	$27,791	$948.18	$3.8K → DIVO
10	$26,269	$546.62	$30,718	$981.68	$4.4K → DIVO

BAGIX vs DIVO: Complete Analysis 2026

BAGIX — Stock

The fund normally invests at least 80% of its net assets in the following types of U.S. dollar-denominated debt obligations: U.S. government and other public-sector entities; asset-backed and mortgage-backed obligations of U.S. and foreign issuers; corporate debt of U.S. and foreign issuers.

Full BAGIX Calculator →

DIVO — ETF

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.