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BVDIX vs DIVO: Dividend Comparison 2026

BVDIX yields 13.11% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BVDIX wins by $16.7K in total portfolio value
10 years
BVDIX
BVDIX
● Live price
13.11%
Share price
$15.25
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.4K
Annual income
$2,963.65
Full BVDIX 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 — BVDIX vs DIVO

📍 BVDIX 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 PeriodBVDIXDIVO
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, BVDIX + DIVO cover 0 of 12 monthsgood coverage

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

BVDIX
Annual income on $10K today (after 15% tax)
$1,114.75/yr
After 10yr DRIP, annual income (after tax)
$2,519.10/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, BVDIX beats the other by $1,684.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BVDIX: 50%DIVO: 50%
100% DIVO50/50100% BVDIX
Portfolio after 10yr
$39.1K
Annual income
$1,972.67/yr
Blended yield
5.05%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BVDIX buys
0
DIVO buys
0
No recent congressional trades found for BVDIX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBVDIXDIVO
Forward yield13.11%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$47.4K$30.7K
Annual income after 10y$2,963.65$981.68
Total dividends collected$21.1K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBVDIX PortfolioBVDIX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$12,011$1,311.48$11,349$649.42+$662.00BVDIX
2$14,324$1,472.22$12,833$688.83+$1.5KBVDIX
3$16,968$1,640.86$14,459$727.90+$2.5KBVDIX
4$19,972$1,816.53$16,238$766.49+$3.7KBVDIX
5$23,369$1,998.27$18,179$804.47+$5.2KBVDIX
6$27,190$2,185.12$20,293$841.71+$6.9KBVDIX
7$31,469$2,376.08$22,591$878.14+$8.9KBVDIX
8$36,242$2,570.14$25,087$913.65+$11.2KBVDIX
9$41,545$2,766.31$27,791$948.18+$13.8KBVDIX
10$47,417$2,963.65$30,718$981.68+$16.7KBVDIX

BVDIX vs DIVO: Complete Analysis 2026

BVDIXStock

The fund normally invests at least 80% of its net assets in equity securities of small capitalized (small cap) companies. For purposes of the fund, the advisor considers a company to be a small cap company if it has a market capitalization no larger than the largest capitalized company included in the Russell 2000® Index at the time of the fund's investment.

Full BVDIX 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.