HomeCompareIEX vs IVZ

IEX vs IVZ: Dividend Comparison 2026

IEX yields 1.55% · IVZ yields 3.61%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IEX wins by $22.4K in total portfolio value· pulled ahead in Year 4
10 years
IEX
IEX
● Live price
1.55%
Share price
$183.49
Annual div
$2.84
5Y div CAGR
40.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.5K
Annual income
$9,282.08
Full IEX calculator →
IVZ
IVZ
● Live price
3.61%
Share price
$23.29
Annual div
$0.84
5Y div CAGR
-0.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.2K
Annual income
$439.96
Full IVZ calculator →

Portfolio growth — IEX vs IVZ

📍 IEX pulled ahead of the other in Year 4

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 PeriodIEXIVZ
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, IEX + IVZ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IEX
Annual income on $10K today (after 15% tax)
$131.56/yr
After 10yr DRIP, annual income (after tax)
$7,889.77/yr
IVZ
Annual income on $10K today (after 15% tax)
$306.57/yr
After 10yr DRIP, annual income (after tax)
$373.97/yr
At 15% tax rate, IEX beats the other by $7,515.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of IEX + IVZ for your $10,000?

IEX: 50%IVZ: 50%
100% IVZ50/50100% IEX
Portfolio after 10yr
$36.4K
Annual income
$4,861.02/yr
Blended yield
13.37%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on IEX right now

IEX
Analyst Ratings
14
Buy
15
Hold
Consensus: Hold
Price Target
$236.83
+29.1% upside vs current
Range: $220.00 — $247.00
Altman Z
4.8
Piotroski
8/9
IVZ
Analyst Ratings
12
Buy
16
Hold
Consensus: Hold
Price Target
$30.44
+30.7% upside vs current
Range: $27.00 — $34.50
Altman Z
1.0
Piotroski
6/9
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)

IEX buys
0
IVZ buys
0
No recent congressional trades found for IEX or IVZ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIEXIVZ
Forward yield1.55%3.61%
Annual dividend / share$2.84$0.84
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR40.9%-0.3%
Portfolio after 10y$47.5K$25.2K
Annual income after 10y$9,282.08$439.96
Total dividends collected$24.6K$4.0K
Payment frequencyquarterlyquarterly
SectorIndustrialsStock
Analyst consensusHoldHold
Analyst price target$236.83$30.44

Year-by-year: IEX vs IVZ ($10,000, DRIP)

YearIEX PortfolioIEX Income/yrIVZ PortfolioIVZ Income/yrGap
1$10,918$218.08$11,060$359.59$142.00IVZ
2$11,996$313.54$12,204$370.56$208.00IVZ
3$13,289$453.63$13,440$381.01$151.00IVZ
4← crossover$14,881$661.76$14,771$390.95+$110.00IEX
5$16,899$975.81$16,206$400.38+$693.00IEX
6$19,541$1,459.17$17,749$409.29+$1.8KIEX
7$23,131$2,221.89$19,410$417.69+$3.7KIEX
8$28,213$3,463.33$21,194$425.60+$7.0KIEX
9$35,751$5,562.68$23,110$433.02+$12.6KIEX
10$47,535$9,282.08$25,168$439.96+$22.4KIEX

IEX vs IVZ: Complete Analysis 2026

IEXIndustrials

IDEX Corporation, together with its subsidiaries, provides applied solutions worldwide. The company operates through three segments: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP). The FMT segment designs, produces, and distributes positive displacement pumps, small volume provers, flow meters, injectors, and other fluid-handling pump modules and systems, as well as offers flow monitoring and other services for the food, chemical, general industrial, water and wastewater, agricultural, and energy industries. The HST segment designs, produces, and distributes precision fluidics, rotary lobe pumps, centrifugal and positive displacement pumps, roll compaction and drying systems, pneumatic components and sealing solutions, high performance molded and extruded sealing components, custom mechanical and shaft seals, engineered hygienic mixers and valves, biocompatible medical devices and implantables, air compressors and blowers, optical components and coatings, laboratory and commercial equipment, precision photonic solutions, and precision gear and peristaltic pump technologies. This segment serves food and beverage, pharmaceutical and biopharmaceutical, cosmetics, marine, chemical, wastewater and water treatment, life sciences, research, and defense markets. The FSDP segment designs, produces, and distributes firefighting pumps, valves and controls, rescue tools, lifting bags, and other components and systems for the fire and rescue industry; engineered stainless steel banding and clamping devices for various industrial and commercial applications; and precision equipment for dispensing, metering, and mixing colorants and paints used in retail and commercial businesses. IDEX Corporation was incorporated in 1987 and is headquartered in Northbrook, Illinois.

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IVZStock

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

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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.