HomeCompareDUK vs IVZ

DUK vs IVZ: Dividend Comparison 2026

DUK yields 3.22% · IVZ yields 3.46%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IVZ wins by $1.0K in total portfolio value
10 years
DUK
Duke Energy Corporation
● Live price
3.22%
Share price
$131.74
Annual div
$4.24
5Y div CAGR
11.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.9K
Annual income
$1,399.71
Full DUK calculator →
IVZ
IVZ
● Live price
3.46%
Share price
$24.29
Annual div
$0.84
5Y div CAGR
-0.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.9K
Annual income
$417.94
Full IVZ calculator →

Portfolio growth — DUK vs IVZ

📍 IVZ 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 PeriodDUKIVZ
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, DUK + IVZ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
DUK pays
IVZ pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

DUK
Annual income on $10K today (after 15% tax)
$273.57/yr
After 10yr DRIP, annual income (after tax)
$1,189.75/yr
IVZ
Annual income on $10K today (after 15% tax)
$293.95/yr
After 10yr DRIP, annual income (after tax)
$355.25/yr
At 15% tax rate, DUK beats the other by $834.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of DUK + IVZ for your $10,000?

DUK: 50%IVZ: 50%
100% IVZ50/50100% DUK
Portfolio after 10yr
$24.4K
Annual income
$908.82/yr
Blended yield
3.72%
📊

Analyst Conviction Gap

Where Wall Street is split right now

DUK
Analyst Ratings
12
Buy
19
Hold
Consensus: Hold
Price Target
$133.40
+1.3% upside vs current
Range: $115.00 — $143.00
Altman Z
0.7
Piotroski
6/9
IVZ
Analyst Ratings
12
Buy
16
Hold
Consensus: Hold
Price Target
$30.44
+25.3% upside vs current
Range: $27.00 — $34.50
Altman Z
1.0
Piotroski
6/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DUK buys
0
IVZ buys
0
No recent congressional trades found for DUK or IVZ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDUKIVZ
Forward yield3.22%3.46%
Annual dividend / share$4.24$0.84
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR11.3%-0.3%
Portfolio after 10y$23.9K$24.9K
Annual income after 10y$1,399.71$417.94
Total dividends collected$7.6K$3.8K
Payment frequencyquarterlyquarterly
SectorUtilitiesStock
Analyst consensusHoldHold
Analyst price target$133.40$30.44

Year-by-year: DUK vs IVZ ($10,000, DRIP)

YearDUK PortfolioDUK Income/yrIVZ PortfolioIVZ Income/yrGap
1← crossover$10,778$358.21$11,045$344.78$267.00IVZ
2$11,643$412.40$12,173$354.83$530.00IVZ
3$12,608$475.85$13,389$364.38$781.00IVZ
4$13,688$550.40$14,700$373.45$1.0KIVZ
5$14,901$638.26$16,111$382.04$1.2KIVZ
6$16,269$742.17$17,629$390.14$1.4KIVZ
7$17,818$865.52$19,261$397.78$1.4KIVZ
8$19,579$1,012.51$21,014$404.95$1.4KIVZ
9$21,590$1,188.37$22,896$411.66$1.3KIVZ
10$23,896$1,399.71$24,917$417.94$1.0KIVZ

DUK vs IVZ: Complete Analysis 2026

DUKUtilities

Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electricity in the Carolinas, Florida, and the Midwest; and uses coal, hydroelectric, natural gas, oil, renewable generation, and nuclear fuel to generate electricity. It also engages in the wholesale of electricity to municipalities, electric cooperative utilities, and load-serving entities. This segment serves approximately 8.2 million customers in 6 states in the Southeast and Midwest regions of the United States covering a service territory of approximately 91,000 square miles; and owns approximately 50,259 megawatts (MW) of generation capacity. The Gas Utilities and Infrastructure segment distributes natural gas to residential, commercial, industrial, and power generation natural gas customers; and owns, operates, and invests in pipeline transmission and natural gas storage facilities. It has approximately 1.6 million customers, including 1.1 million customers in North Carolina, South Carolina, and Tennessee, as well as 550,000 customers in southwestern Ohio and northern Kentucky. The Commercial Renewables segment acquires, owns, develops, builds, and operates wind and solar renewable generation projects, including nonregulated renewable energy and energy storage services to utilities, electric cooperatives, municipalities, and corporate customers. It has 23 wind, 178 solar, and 2 battery storage facilities, as well as 71 fuel cell locations with a capacity of 3,554 MW across 22 states. The company was formerly known as Duke Energy Holding Corp. and changed its name to Duke Energy Corporation in April 2005. The company was founded in 1904 and is headquartered in Charlotte, North Carolina.

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IVZStock

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

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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.