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BFGUX vs DIVO: Dividend Comparison 2026

BFGUX yields 3.48% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DIVO wins by $5.7K in total portfolio value
10 years
BFGUX
BFGUX
● Live price
3.48%
Share price
$57.53
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$434.76
Full BFGUX 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 — BFGUX 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 PeriodBFGUXDIVO
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, BFGUX + DIVO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BFGUX 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.

BFGUX
Annual income on $10K today (after 15% tax)
$295.50/yr
After 10yr DRIP, annual income (after tax)
$369.55/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 $464.88/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BFGUX: 50%DIVO: 50%
100% DIVO50/50100% BFGUX
Portfolio after 10yr
$27.9K
Annual income
$708.22/yr
Blended yield
2.54%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BFGUX buys
0
DIVO buys
0
No recent congressional trades found for BFGUX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBFGUXDIVO
Forward yield3.48%6.49%
Annual dividend / share$2.00$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.0K$30.7K
Annual income after 10y$434.76$981.68
Total dividends collected$3.9K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBFGUX PortfolioBFGUX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,048$347.64$11,349$649.42$301.00DIVO
2$12,180$358.94$12,833$688.83$653.00DIVO
3$13,402$369.84$14,459$727.90$1.1KDIVO
4$14,721$380.33$16,238$766.49$1.5KDIVO
5$16,142$390.42$18,179$804.47$2.0KDIVO
6$17,672$400.10$20,293$841.71$2.6KDIVO
7$19,318$409.37$22,591$878.14$3.3KDIVO
8$21,089$418.23$25,087$913.65$4.0KDIVO
9$22,992$426.69$27,791$948.18$4.8KDIVO
10$25,036$434.76$30,718$981.68$5.7KDIVO

BFGUX vs DIVO: Complete Analysis 2026

BFGUXStock

The fund invests for the long term primarily in equity securities in the form of common stock of U.S. small- and mid-sized growth companies. The Adviser defines small- and mid-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell Midcap Growth Index at reconstitution. Because of its long-term approach, the fund could have a significant percentage of its assets invested in securities that have appreciated beyond their original market cap ranges. It is non-diversified.

Full BFGUX 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.