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EPDIX vs DIVO: Dividend Comparison 2026

EPDIX yields 6.49% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DIVO wins by $14.00 in total portfolio value· pulled ahead in Year 2
10 years
EPDIX
EPDIX
● Live price
6.49%
Share price
$14.93
Annual div
$0.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$980.30
Full EPDIX 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 — EPDIX vs DIVO

📍 DIVO pulled ahead of the other in Year 2

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 PeriodEPDIXDIVO
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, EPDIX + DIVO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

EPDIX
Annual income on $10K today (after 15% tax)
$551.45/yr
After 10yr DRIP, annual income (after tax)
$833.26/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, DIVO beats the other by $1.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EPDIX: 50%DIVO: 50%
100% DIVO50/50100% EPDIX
Portfolio after 10yr
$30.7K
Annual income
$980.99/yr
Blended yield
3.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EPDIX buys
0
DIVO buys
0
No recent congressional trades found for EPDIX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEPDIXDIVO
Forward yield6.49%6.49%
Annual dividend / share$0.97$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.7K$30.7K
Annual income after 10y$980.30$981.68
Total dividends collected$8.2K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearEPDIX PortfolioEPDIX Income/yrDIVO PortfolioDIVO Income/yrGap
1$11,349$648.77$11,349$649.42$0.00DIVO
2← crossover$12,831$688.10$12,833$688.83$2.00DIVO
3$14,457$727.10$14,459$727.90$2.00DIVO
4$16,234$765.60$16,238$766.49$4.00DIVO
5$18,174$803.49$18,179$804.47$5.00DIVO
6$20,287$840.66$20,293$841.71$6.00DIVO
7$22,584$877.00$22,591$878.14$7.00DIVO
8$25,077$912.44$25,087$913.65$10.00DIVO
9$27,780$946.89$27,791$948.18$11.00DIVO
10$30,704$980.30$30,718$981.68$14.00DIVO

EPDIX vs DIVO: Complete Analysis 2026

EPDIXStock

The investment seeks income and maximize growth of income with capital appreciation as a secondary objective. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of dividend paying companies located in Europe or the Pacific Rim. It will invest primarily in non-U.S. companies. The fund may invest in companies of all capitalizations but the advisor intends to invest a majority of the fund's assets in common stocks of mid-cap and large cap companies that the advisor considers to be value oriented and dividend paying companies.

Full EPDIX 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.