HomeCompareEGOIX vs PM

EGOIX vs PM: Dividend Comparison 2026

EGOIX yields 8.21% · PM yields 3.48%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PM wins by $15.1K in total portfolio value
10 years
EGOIX
EGOIX
● Live price
8.21%
Share price
$18.94
Annual div
$1.55
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.4K
Annual income
$1,379.25
Full EGOIX calculator →
PM
Philip Morris International
● Live price
3.48%
Share price
$165.34
Annual div
$5.76
5Y div CAGR
17.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$2,492.02
Full PM calculator →

Portfolio growth — EGOIX vs PM

📍 PM pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodEGOIXPM
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%.
📅

Dividend Calendar Overlap

Combined, EGOIX + PM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

EGOIX
Annual income on $10K today (after 15% tax)
$697.66/yr
After 10yr DRIP, annual income (after tax)
$1,172.36/yr
PM
Annual income on $10K today (after 15% tax)
$296.12/yr
After 10yr DRIP, annual income (after tax)
$2,118.22/yr
At 15% tax rate, PM beats the other by $945.85/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of EGOIX + PM for your $10,000?

EGOIX: 50%PM: 50%
100% PM50/50100% EGOIX
Portfolio after 10yr
$42.0K
Annual income
$1,935.63/yr
Blended yield
4.61%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PM right now

EGOIX
No analyst data
PM
Analyst Ratings
17
Buy
7
Hold
1
Sell
Consensus: Buy
Price Target
$194.30
+17.5% upside vs current
Range: $180.00 — $205.00
Altman Z
4.0
Piotroski
7/9
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)

EGOIX buys
0
PM buys
0
No recent congressional trades found for EGOIX or PM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEGOIXPM
Forward yield8.21%3.48%
Annual dividend / share$1.55$5.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%17.2%
Portfolio after 10y$34.4K$49.6K
Annual income after 10y$1,379.25$2,492.02
Total dividends collected$11.0K$11.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: EGOIX vs PM ($10,000, DRIP)

YearEGOIX PortfolioEGOIX Income/yrPM PortfolioPM Income/yrGap
1← crossover$11,521$820.78$11,648$408.29$127.00PM
2$13,211$883.74$13,589$495.90$378.00PM
3$15,083$947.09$15,877$603.21$794.00PM
4$17,149$1,010.55$18,580$734.88$1.4KPM
5$19,423$1,073.82$21,781$896.75$2.4KPM
6$21,920$1,136.66$25,578$1,096.12$3.7KPM
7$24,653$1,198.83$30,092$1,342.17$5.4KPM
8$27,639$1,260.11$35,470$1,646.46$7.8KPM
9$30,894$1,320.30$41,892$2,023.58$11.0KPM
10$34,436$1,379.25$49,578$2,492.02$15.1KPM

EGOIX vs PM: Complete Analysis 2026

EGOIXStock

The fund invests at least 80% of its net assets in equity securities of large-capitalization companies and up to 10% of the fund's total assets in equity securities of foreign issuers, including ADRs and similar investments. It invests principally in equity securities of large-capitalization companies, which the advisor defines as companies with market capitalizations within the range of the S&P 500 Index at the time of purchase.

Full EGOIX Calculator →

PMConsumer Staples

Philip Morris International Inc. operates as a tobacco company working to delivers a smoke-free future and evolving portfolio for the long-term to include products outside of the tobacco and nicotine sector. The company's product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor, and oral nicotine products that are sold in markets outside the United States. The company offers its smoke-free products under the HEETS, HEETS Creations, HEETS Dimensions, HEETS Marlboro, HEETS FROM MARLBORO, Marlboro Dimensions, Marlboro HeatSticks, Parliament HeatSticks, and TEREA brands, as well as the KT&G-licensed brands, Fiit, and Miix. It also sells its products under the Marlboro, Parliament, Bond Street, Chesterfield, L&M, Lark, and Philip Morris brands. In addition, the company owns various cigarette brands, such as Dji Sam Soe, Sampoerna A, and Sampoerna U in Indonesia; and Fortune and Jackpot in the Philippines. The company sells its smoke-free products in 71 markets. Philip Morris International Inc. was incorporated in 1987 and is headquartered in New York, New York.

Full PM Calculator →
📬

Get this EGOIX vs PM comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

EGOIX vs SCHDEGOIX vs JEPIEGOIX vs OEGOIX vs KOEGOIX vs MAINEGOIX vs MOEGOIX vs BTIEGOIX vs PEP

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.