HomeCompareBWLIX vs DIVO

BWLIX vs DIVO: Dividend Comparison 2026

BWLIX yields 12.13% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BWLIX wins by $13.8K in total portfolio value
10 years
BWLIX
BWLIX
● Live price
12.13%
Share price
$25.55
Annual div
$3.10
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.5K
Annual income
$2,583.80
Full BWLIX 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 — BWLIX vs DIVO

📍 BWLIX 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 PeriodBWLIXDIVO
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, BWLIX + DIVO cover 0 of 12 monthsgood coverage

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

BWLIX
Annual income on $10K today (after 15% tax)
$1,030.78/yr
After 10yr DRIP, annual income (after tax)
$2,196.23/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, BWLIX beats the other by $1,361.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BWLIX: 50%DIVO: 50%
100% DIVO50/50100% BWLIX
Portfolio after 10yr
$37.6K
Annual income
$1,782.74/yr
Blended yield
4.74%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BWLIX buys
0
DIVO buys
0
No recent congressional trades found for BWLIX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBWLIXDIVO
Forward yield12.13%6.49%
Annual dividend / share$3.10$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$44.5K$30.7K
Annual income after 10y$2,583.80$981.68
Total dividends collected$18.8K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBWLIX PortfolioBWLIX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,913$1,212.68$11,349$649.42+$564.00BWLIX
2$14,097$1,350.12$12,833$688.83+$1.3KBWLIX
3$16,577$1,493.12$14,459$727.90+$2.1KBWLIX
4$19,378$1,640.93$16,238$766.49+$3.1KBWLIX
5$22,527$1,792.74$18,179$804.47+$4.3KBWLIX
6$26,052$1,947.75$20,293$841.71+$5.8KBWLIX
7$29,980$2,105.14$22,591$878.14+$7.4KBWLIX
8$34,343$2,264.11$25,087$913.65+$9.3KBWLIX
9$39,171$2,423.91$27,791$948.18+$11.4KBWLIX
10$44,497$2,583.80$30,718$981.68+$13.8KBWLIX

BWLIX vs DIVO: Complete Analysis 2026

BWLIXStock

The investment seeks to provide long-term total return on capital, primarily through capital appreciation and some income. The fund invests in a diversified portfolio of stocks of large capitalization companies that are listed on the New York Stock Exchange, NYSE American, or NASDAQ. Under normal market conditions, at least 80% of Fund net assets (plus borrowings for investment purposes) are invested in stocks from among those in the large-cap value category at the time of purchase.

Full BWLIX 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.