HomeCompareBUMGX vs DIVO

BUMGX vs DIVO: Dividend Comparison 2026

BUMGX yields 9.48% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BUMGX wins by $6.7K in total portfolio value
10 years
BUMGX
BUMGX
● Live price
9.48%
Share price
$21.10
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.4K
Annual income
$1,721.49
Full BUMGX 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 — BUMGX vs DIVO

📍 BUMGX 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 PeriodBUMGXDIVO
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, BUMGX + DIVO cover 0 of 12 monthsgood coverage

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

BUMGX
Annual income on $10K today (after 15% tax)
$805.69/yr
After 10yr DRIP, annual income (after tax)
$1,463.27/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, BUMGX beats the other by $628.84/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BUMGX: 50%DIVO: 50%
100% DIVO50/50100% BUMGX
Portfolio after 10yr
$34.1K
Annual income
$1,351.58/yr
Blended yield
3.97%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BUMGX buys
0
DIVO buys
0
No recent congressional trades found for BUMGX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBUMGXDIVO
Forward yield9.48%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$37.4K$30.7K
Annual income after 10y$1,721.49$981.68
Total dividends collected$13.3K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBUMGX PortfolioBUMGX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,648$947.87$11,349$649.42+$299.00BUMGX
2$13,495$1,031.83$12,833$688.83+$662.00BUMGX
3$15,557$1,117.26$14,459$727.90+$1.1KBUMGX
4$17,850$1,203.71$16,238$766.49+$1.6KBUMGX
5$20,390$1,290.75$18,179$804.47+$2.2KBUMGX
6$23,195$1,377.98$20,293$841.71+$2.9KBUMGX
7$26,284$1,465.02$22,591$878.14+$3.7KBUMGX
8$29,675$1,551.49$25,087$913.65+$4.6KBUMGX
9$33,390$1,637.08$27,791$948.18+$5.6KBUMGX
10$37,448$1,721.49$30,718$981.68+$6.7KBUMGX

BUMGX vs DIVO: Complete Analysis 2026

BUMGXStock

The investment seeks to provide investors with capital appreciation. Under normal market conditions, the fund will invest at least 80% of the value of its net assets (the “80% Test”) in a portfolio, or other investment companies that hold a portfolio, of FLEX Options linked to the index and that are designed to replicate the returns of the twelve 10% Buffer Strategies. The fund is non-diversified.

Full BUMGX 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.