HomeCompareFQUAX vs DIVO

FQUAX vs DIVO: Dividend Comparison 2026

FQUAX yields 11.79% · DIVO yields 6.62%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 FQUAX wins by $12.6K in total portfolio value
10 years
FQUAX
FQUAX
● Live price
11.79%
Share price
$18.30
Annual div
$2.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.5K
Annual income
$2,462.18
Full FQUAX calculator →
DIVO
DIVO
● Live price
6.62%
Share price
$44.00
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.0K
Annual income
$1,008.47
Full DIVO calculator →

Portfolio growth — FQUAX vs DIVO

📍 FQUAX 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 PeriodFQUAXDIVO
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, FQUAX + DIVO cover 0 of 12 monthsgood coverage

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

FQUAX
Annual income on $10K today (after 15% tax)
$1,002.21/yr
After 10yr DRIP, annual income (after tax)
$2,092.85/yr
DIVO
Annual income on $10K today (after 15% tax)
$562.67/yr
After 10yr DRIP, annual income (after tax)
$857.20/yr
At 15% tax rate, FQUAX beats the other by $1,235.65/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

FQUAX: 50%DIVO: 50%
100% DIVO50/50100% FQUAX
Portfolio after 10yr
$37.3K
Annual income
$1,735.33/yr
Blended yield
4.66%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FQUAX buys
0
DIVO buys
0
No recent congressional trades found for FQUAX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFQUAXDIVO
Forward yield11.79%6.62%
Annual dividend / share$2.16$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$43.5K$31.0K
Annual income after 10y$2,462.18$1,008.47
Total dividends collected$18.1K$8.4K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFQUAX PortfolioFQUAX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,879$1,179.07$11,362$661.96+$517.00FQUAX
2$14,020$1,309.00$12,860$702.91+$1.2KFQUAX
3$16,445$1,443.80$14,504$743.56+$1.9KFQUAX
4$19,179$1,582.77$16,303$783.73+$2.9KFQUAX
5$22,246$1,725.14$18,268$823.31+$4.0KFQUAX
6$25,674$1,870.16$20,408$862.17+$5.3KFQUAX
7$29,488$2,017.09$22,737$900.20+$6.8KFQUAX
8$33,717$2,165.20$25,266$937.31+$8.5KFQUAX
9$38,391$2,313.79$28,008$973.42+$10.4KFQUAX
10$43,541$2,462.18$30,977$1,008.47+$12.6KFQUAX

FQUAX vs DIVO: Complete Analysis 2026

FQUAXStock

The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. Under normal conditions, the adviser intends to invest its assets in the equity securities of a limited number of issuers. The fund invests primarily in equity securities that Subadviser believes are undervalued, including common stock, foreign securities and real estate investment trusts ("REITs"). It is non-diversified.

Full FQUAX 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.