HomeCompareEGWAX vs DIVO

EGWAX vs DIVO: Dividend Comparison 2026

EGWAX yields 14.44% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EGWAX wins by $20.9K in total portfolio value
10 years
EGWAX
EGWAX
● Live price
14.44%
Share price
$13.85
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$51.6K
Annual income
$3,529.16
Full EGWAX 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 — EGWAX vs DIVO

📍 EGWAX 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 PeriodEGWAXDIVO
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, EGWAX + DIVO cover 0 of 12 monthsgood coverage

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

EGWAX
Annual income on $10K today (after 15% tax)
$1,227.44/yr
After 10yr DRIP, annual income (after tax)
$2,999.79/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, EGWAX beats the other by $2,165.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EGWAX: 50%DIVO: 50%
100% DIVO50/50100% EGWAX
Portfolio after 10yr
$41.2K
Annual income
$2,255.42/yr
Blended yield
5.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EGWAX buys
0
DIVO buys
0
No recent congressional trades found for EGWAX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEGWAXDIVO
Forward yield14.44%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$51.6K$30.7K
Annual income after 10y$3,529.16$981.68
Total dividends collected$24.4K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearEGWAX PortfolioEGWAX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$12,144$1,444.04$11,349$649.42+$795.00EGWAX
2$14,633$1,638.93$12,833$688.83+$1.8KEGWAX
3$17,503$1,845.64$14,459$727.90+$3.0KEGWAX
4$20,791$2,063.20$16,238$766.49+$4.6KEGWAX
5$24,537$2,290.49$18,179$804.47+$6.4KEGWAX
6$28,781$2,526.32$20,293$841.71+$8.5KEGWAX
7$33,565$2,769.41$22,591$878.14+$11.0KEGWAX
8$38,933$3,018.46$25,087$913.65+$13.8KEGWAX
9$44,931$3,272.14$27,791$948.18+$17.1KEGWAX
10$51,605$3,529.16$30,718$981.68+$20.9KEGWAX

EGWAX vs DIVO: Complete Analysis 2026

EGWAXStock

Under normal circumstances, the fund invests: at least 80% of the fund's net assets in equity securities of small-capitalization companies. It invests principally in equity securities of small-capitalization companies, which the managers define as companies with market capitalizations within the range of the Russell 2000® Index at the time of purchase.

Full EGWAX 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.