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HEFV vs DIVO: Dividend Comparison 2026

HEFV yields 7.25% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HEFV wins by $1.6K in total portfolio value
10 years
HEFV
HEFV
● Live price
7.25%
Share price
$27.60
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.3K
Annual income
$1,147.67
Full HEFV 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 — HEFV vs DIVO

📍 HEFV 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 PeriodHEFVDIVO
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, HEFV + DIVO cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

HEFV
Annual income on $10K today (after 15% tax)
$615.94/yr
After 10yr DRIP, annual income (after tax)
$975.52/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, HEFV beats the other by $141.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HEFV: 50%DIVO: 50%
100% DIVO50/50100% HEFV
Portfolio after 10yr
$31.5K
Annual income
$1,064.67/yr
Blended yield
3.38%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HEFV buys
0
DIVO buys
0
No recent congressional trades found for HEFV or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHEFVDIVO
Forward yield7.25% ✓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$32.3K ✓$30.7K
Annual income after 10y$1,147.67 ✓$981.68
Total dividends collected$9.4K ✓$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHEFV PortfolioHEFV Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,425$724.64$11,349$649.42+$76.00 → HEFV
2$12,998$773.71$12,833$688.83+$165.00 → HEFV
3$14,731$822.68$14,459$727.90+$272.00 → HEFV
4$16,633$871.35$16,238$766.49+$395.00 → HEFV
5$18,717$919.52$18,179$804.47+$538.00 → HEFV
6$20,994$967.02$20,293$841.71+$701.00 → HEFV
7$23,477$1,013.72$22,591$878.14+$886.00 → HEFV
8$26,180$1,059.46$25,087$913.65+$1.1K → HEFV
9$29,117$1,104.15$27,791$948.18+$1.3K → HEFV
10$32,303$1,147.67$30,718$981.68+$1.6K → HEFV

HEFV vs DIVO: Complete Analysis 2026

HEFV — Stock

HEFV is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in HEFV shares.

Full HEFV Calculator →

DIVO — ETF

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.