HomeCompareBAUAX vs DIVO

BAUAX vs DIVO: Dividend Comparison 2026

BAUAX yields 13.06% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BAUAX wins by $16.5K in total portfolio value
10 years
BAUAX
BAUAX
● Live price
13.06%
Share price
$27.14
Annual div
$3.54
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.2K
Annual income
$2,940.54
Full BAUAX 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 — BAUAX vs DIVO

📍 BAUAX pulled ahead of the other in Year 1

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 PeriodBAUAXDIVO
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, BAUAX + DIVO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BAUAX
Annual income on $10K today (after 15% tax)
$1,109.85/yr
After 10yr DRIP, annual income (after tax)
$2,499.46/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, BAUAX beats the other by $1,665.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BAUAX: 50%DIVO: 50%
100% DIVO50/50100% BAUAX
Portfolio after 10yr
$39.0K
Annual income
$1,961.11/yr
Blended yield
5.03%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BAUAX buys
0
DIVO buys
0
No recent congressional trades found for BAUAX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBAUAXDIVO
Forward yield13.06%6.49%
Annual dividend / share$3.54$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$47.2K$30.7K
Annual income after 10y$2,940.54$981.68
Total dividends collected$21.0K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBAUAX PortfolioBAUAX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$12,006$1,305.71$11,349$649.42+$657.00BAUAX
2$14,311$1,465.05$12,833$688.83+$1.5KBAUAX
3$16,945$1,632.13$14,459$727.90+$2.5KBAUAX
4$19,937$1,806.09$16,238$766.49+$3.7KBAUAX
5$23,319$1,986.00$18,179$804.47+$5.1KBAUAX
6$27,122$2,170.88$20,293$841.71+$6.8KBAUAX
7$31,380$2,359.76$22,591$878.14+$8.8KBAUAX
8$36,129$2,551.64$25,087$913.65+$11.0KBAUAX
9$41,403$2,745.55$27,791$948.18+$13.6KBAUAX
10$47,242$2,940.54$30,718$981.68+$16.5KBAUAX

BAUAX vs DIVO: Complete Analysis 2026

BAUAXStock

The fund normally invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities of small capitalization companies. Equity securities include common stock, preferred stock, equity-equivalent securities such as convertible securities, stock futures contracts, equity options, other investment companies, ADRs, REITs and ETFs, and the Adviser may also invest in private placements in these types of securities. Small companies are companies whose market capitalizations are generally less than $6 billion at the time of purchase.

Full BAUAX 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 →
📬

Get this BAUAX vs DIVO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

BAUAX vs SCHDBAUAX vs JEPIBAUAX vs OBAUAX vs KOBAUAX 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.