HomeCompareHELNF vs DIVO

HELNF vs DIVO: Dividend Comparison 2026

HELNF yields 3.36% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HELNF wins by $17.4K in total portfolio value· pulled ahead in Year 5
10 years
HELNF
HELNF
● Live price
3.36%
Share price
$249.00
Annual div
$8.38
5Y div CAGR
26.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.2K
Annual income
$7,327.05
Full HELNF 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 — HELNF vs DIVO

📍 HELNF pulled ahead of the other in Year 5

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 PeriodHELNFDIVO
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, HELNF + DIVO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HELNF
Annual income on $10K today (after 15% tax)
$285.89/yr
After 10yr DRIP, annual income (after tax)
$6,227.99/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, HELNF beats the other by $5,393.56/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HELNF: 50%DIVO: 50%
100% DIVO50/50100% HELNF
Portfolio after 10yr
$39.4K
Annual income
$4,154.36/yr
Blended yield
10.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HELNF buys
0
DIVO buys
0
No recent congressional trades found for HELNF or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHELNFDIVO
Forward yield3.36%6.49%
Annual dividend / share$8.38$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR26.5%0%
Portfolio after 10y$48.2K$30.7K
Annual income after 10y$7,327.05$981.68
Total dividends collected$24.3K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHELNF PortfolioHELNF Income/yrDIVO PortfolioDIVO Income/yrGap
1$11,125$425.48$11,349$649.42$224.00DIVO
2$12,464$559.63$12,833$688.83$369.00DIVO
3$14,078$741.21$14,459$727.90$381.00DIVO
4$16,053$989.75$16,238$766.49$185.00DIVO
5← crossover$18,511$1,334.30$18,179$804.47+$332.00HELNF
6$21,625$1,819.00$20,293$841.71+$1.3KHELNF
7$25,652$2,512.36$22,591$878.14+$3.1KHELNF
8$30,970$3,523.21$25,087$913.65+$5.9KHELNF
9$38,167$5,028.96$27,791$948.18+$10.4KHELNF
10$48,166$7,327.05$30,718$981.68+$17.4KHELNF

HELNF vs DIVO: Complete Analysis 2026

HELNFStock

Helvetia Holding AG, through its subsidiaries, engages in life and non-life insurance, and reinsurance business in Switzerland, Germany, Austria, Spain, Italy, France, Liechtenstein, and internationally. It offers life insurance products in the areas of investment-linked, group life, and others; non-life insurance products in the areas of property, motor vehicle, health/accident, liability, and transport; and annuity insurance products and pension plans. The company was founded in 1858 and is headquartered in Sankt Gallen, Switzerland.

Full HELNF 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 →
📬

Get this HELNF vs DIVO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HELNF vs SCHDHELNF vs JEPIHELNF vs OHELNF vs KOHELNF 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.