HomeCompareEPVIX vs ORCC

EPVIX vs ORCC: Dividend Comparison 2026

EPVIX yields 7.09% · ORCC yields 9.79%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPVIX wins by $10.6K in total portfolio value
10 years
EPVIX
EPVIX
● Live price
7.09%
Share price
$13.94
Annual div
$0.99
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.0K
Annual income
$1,111.34
Full EPVIX calculator →
ORCC
ORCC
● Live price
9.79%
Share price
$13.48
Annual div
$1.32
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$1.04
Full ORCC calculator →

Portfolio growth — EPVIX vs ORCC

📍 EPVIX 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 PeriodEPVIXORCC
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, EPVIX + ORCC cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

EPVIX
Annual income on $10K today (after 15% tax)
$602.37/yr
After 10yr DRIP, annual income (after tax)
$944.64/yr
ORCC
Annual income on $10K today (after 15% tax)
$832.34/yr
After 10yr DRIP, annual income (after tax)
$0.88/yr
At 15% tax rate, EPVIX beats the other by $943.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of EPVIX + ORCC for your $10,000?

EPVIX: 50%ORCC: 50%
100% ORCC50/50100% EPVIX
Portfolio after 10yr
$26.7K
Annual income
$556.19/yr
Blended yield
2.08%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ORCC right now

EPVIX
No analyst data
ORCC
Analyst Ratings
9
Buy
4
Hold
1
Sell
Consensus: Buy
Price Target
$16.00
+18.7% upside vs current
Range: $16.00 — $16.00
Altman Z
0.5
Piotroski
5/9
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)

EPVIX buys
0
ORCC buys
0
No recent congressional trades found for EPVIX or ORCC in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEPVIXORCC
Forward yield7.09%9.79%
Annual dividend / share$0.99$1.32
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%-50%
Portfolio after 10y$32.0K$21.4K
Annual income after 10y$1,111.34$1.04
Total dividends collected$9.1K$1.0K
Payment frequencyquarterlyquarterly
SectorStockBDC

Year-by-year: EPVIX vs ORCC ($10,000, DRIP)

YearEPVIX PortfolioEPVIX Income/yrORCC PortfolioORCC Income/yrGap
1← crossover$11,409$708.67$11,190$489.61+$219.00EPVIX
2$12,963$755.60$12,229$256.01+$734.00EPVIX
3$14,673$802.37$13,216$130.74+$1.5KEPVIX
4$16,549$848.79$14,207$66.02+$2.3KEPVIX
5$18,602$894.68$15,234$33.17+$3.4KEPVIX
6$20,844$939.88$16,317$16.62+$4.5KEPVIX
7$23,287$984.26$17,468$8.32+$5.8KEPVIX
8$25,945$1,027.70$18,695$4.16+$7.3KEPVIX
9$28,831$1,070.09$20,006$2.08+$8.8KEPVIX
10$31,960$1,111.34$21,407$1.04+$10.6KEPVIX

EPVIX vs ORCC: Complete Analysis 2026

EPVIXStock

Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of companies located in Europe or the Pacific Rim. The fund's advisor considers a country to be part of Europe if it is included in one of the MSCI European indexes and part of the Pacific Rim if any of its borders touches the Pacific Ocean. The fund will invest in large-, mid-, and small-capitalization companies that are considered by the fund's advisor to be value oriented and dividend paying companies.

Full EPVIX Calculator →

ORCCBDC

Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.

Full ORCC Calculator →
📬

Get this EPVIX vs ORCC comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

EPVIX vs SCHDEPVIX vs JEPIEPVIX vs OEPVIX vs KOEPVIX vs MAIN

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