HomeCompareCATEX vs DIVO

CATEX vs DIVO: Dividend Comparison 2026

CATEX yields 7.75% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CATEX wins by $79.2K in total portfolio value
10 years
CATEX
CATEX
● Live price
7.75%
Share price
$25.82
Annual div
$2.00
5Y div CAGR
24%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$109.9K
Annual income
$27,797.15
Full CATEX 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 — CATEX vs DIVO

📍 CATEX 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 PeriodCATEXDIVO
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, CATEX + DIVO cover 0 of 12 monthsgood coverage

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

CATEX
Annual income on $10K today (after 15% tax)
$658.40/yr
After 10yr DRIP, annual income (after tax)
$23,627.58/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, CATEX beats the other by $22,793.15/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CATEX: 50%DIVO: 50%
100% DIVO50/50100% CATEX
Portfolio after 10yr
$70.3K
Annual income
$14,389.42/yr
Blended yield
20.46%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CATEX buys
0
DIVO buys
0
No recent congressional trades found for CATEX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCATEXDIVO
Forward yield7.75%6.49%
Annual dividend / share$2.00$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR24%0%
Portfolio after 10y$109.9K$30.7K
Annual income after 10y$27,797.15$981.68
Total dividends collected$78.7K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCATEX PortfolioCATEX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,660$960.50$11,349$649.42+$311.00CATEX
2$13,775$1,297.93$12,833$688.83+$942.00CATEX
3$16,516$1,776.86$14,459$727.90+$2.1KCATEX
4$20,141$2,468.92$16,238$766.49+$3.9KCATEX
5$25,040$3,489.18$18,179$804.47+$6.9KCATEX
6$31,820$5,027.08$20,293$841.71+$11.5KCATEX
7$41,450$7,403.18$22,591$878.14+$18.9KCATEX
8$55,528$11,176.03$25,087$913.65+$30.4KCATEX
9$76,765$17,350.37$27,791$948.18+$49.0KCATEX
10$109,936$27,797.15$30,718$981.68+$79.2KCATEX

CATEX vs DIVO: Complete Analysis 2026

CATEXStock

The investment seeks capital appreciation. The fund invests in exchange-traded funds that are registered under the Investment Company Act of 1940 and not affiliated with the fund ("portfolio funds") that invest in equity securities of issuers from a number of countries throughout the world. It may also invest in individual large cap equities, fixed income securities, and cash and cash equivalents directly.

Full CATEX 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.