HomeCompareFOSBX vs DIVO

FOSBX vs DIVO: Dividend Comparison 2026

FOSBX yields 7.55% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FOSBX wins by $2.2K in total portfolio value
10 years
FOSBX
FOSBX
● Live price
7.55%
Share price
$28.90
Annual div
$2.18
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.0K
Annual income
$1,217.20
Full FOSBX 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 — FOSBX vs DIVO

📍 FOSBX 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 PeriodFOSBXDIVO
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, FOSBX + DIVO cover 0 of 12 monthsgood coverage

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

FOSBX
Annual income on $10K today (after 15% tax)
$641.33/yr
After 10yr DRIP, annual income (after tax)
$1,034.62/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, FOSBX beats the other by $200.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FOSBX: 50%DIVO: 50%
100% DIVO50/50100% FOSBX
Portfolio after 10yr
$31.8K
Annual income
$1,099.44/yr
Blended yield
3.45%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FOSBX buys
0
DIVO buys
0
No recent congressional trades found for FOSBX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFOSBXDIVO
Forward yield7.55%6.49%
Annual dividend / share$2.18$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.0K$30.7K
Annual income after 10y$1,217.20$981.68
Total dividends collected$9.9K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFOSBX PortfolioFOSBX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,455$754.50$11,349$649.42+$106.00FOSBX
2$13,064$807.70$12,833$688.83+$231.00FOSBX
3$14,839$860.93$14,459$727.90+$380.00FOSBX
4$16,792$913.96$16,238$766.49+$554.00FOSBX
5$18,934$966.57$18,179$804.47+$755.00FOSBX
6$21,278$1,018.56$20,293$841.71+$985.00FOSBX
7$23,837$1,069.77$22,591$878.14+$1.2KFOSBX
8$26,626$1,120.04$25,087$913.65+$1.5KFOSBX
9$29,659$1,169.22$27,791$948.18+$1.9KFOSBX
10$32,952$1,217.20$30,718$981.68+$2.2KFOSBX

FOSBX vs DIVO: Complete Analysis 2026

FOSBXStock

Under normal market conditions, the Advisor intends to invest at least 80% of its assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights, of companies with small market capitalization. A company's market capitalization is generally considered "small" if it is less than $6 billion.

Full FOSBX 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.