HomeCompareIUAEX vs O

IUAEX vs O: Dividend Comparison 2026

IUAEX yields 4.50% · O yields 5.28%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 O wins by $7.4K in total portfolio value· pulled ahead in Year 7
10 years
IUAEX
IUAEX
● Live price
4.50%
Share price
$28.58
Annual div
$1.29
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.8K
Annual income
$599.81
Full IUAEX calculator →
O
Realty Income Corporation
● Live price
5.28%
Share price
$61.15
Annual div
$3.23
5Y div CAGR
15.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$5,102.74
Full O calculator →

Portfolio growth — IUAEX vs O

📍 O pulled ahead of the other in Year 7

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 PeriodIUAEXO
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, IUAEX + O cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IUAEX
Annual income on $10K today (after 15% tax)
$382.20/yr
After 10yr DRIP, annual income (after tax)
$509.84/yr
O
Annual income on $10K today (after 15% tax)
$449.12/yr
After 10yr DRIP, annual income (after tax)
$4,337.33/yr
At 15% tax rate, O beats the other by $3,827.49/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of IUAEX + O for your $10,000?

IUAEX: 50%O: 50%
100% O50/50100% IUAEX
Portfolio after 10yr
$30.5K
Annual income
$2,851.27/yr
Blended yield
9.34%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on O right now

IUAEX
No analyst data
O
Analyst Ratings
13
Buy
18
Hold
3
Sell
Consensus: Hold
Price Target
$64.00
+4.7% upside vs current
Range: $60.00 — $69.00
Altman Z
1.0
Piotroski
5/9
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)

IUAEX buys
0
O buys
0
No recent congressional trades found for IUAEX or O in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIUAEXO
Forward yield4.50%5.28%
Annual dividend / share$1.29$3.23
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.1%
Portfolio after 10y$26.8K$34.2K
Annual income after 10y$599.81$5,102.74
Total dividends collected$5.3K$20.7K
Payment frequencyquarterlymonthly
SectorStockREIT

Year-by-year: IUAEX vs O ($10,000, DRIP)

YearIUAEX PortfolioIUAEX Income/yrO PortfolioO Income/yrGap
1$11,150$449.64$10,818$608.16+$332.00IUAEX
2$12,399$468.54$11,787$741.68+$612.00IUAEX
3$13,754$486.94$12,946$911.00+$808.00IUAEX
4$15,221$504.81$14,345$1,127.94+$876.00IUAEX
5$16,809$522.13$16,056$1,409.05+$753.00IUAEX
6$18,524$538.87$18,171$1,777.83+$353.00IUAEX
7← crossover$20,376$555.01$20,820$2,268.21$444.00O
8$22,373$570.55$24,188$2,929.90$1.8KO
9$24,524$585.49$28,533$3,837.11$4.0KO
10$26,841$599.81$34,235$5,102.74$7.4KO

IUAEX vs O: Complete Analysis 2026

IUAEXStock

The investment seeks to provide long-term capital appreciation. The fund primarily invests in the equity securities of foreign companies, including those in emerging markets, and is generally not limited by any particular capitalization, style or sector, and may invest in any foreign country. While the fund is generally not limited within its equity universe, the manager currently intends to focus on investing in mid to large capitalization companies in a diversified group of sectors and foreign countries. Under normal circumstances, the fund will invest at least 80% of its assets in equity securities.

Full IUAEX Calculator →

OREIT

Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date, the company has declared 608 consecutive common stock monthly dividends throughout its 52-year operating history and increased the dividend 109 times since Realty Income's public listing in 1994 (NYSE: O). The company is a member of the S&P 500 Dividend Aristocrats index. Additional information about the company can be obtained from the corporate website at www.realtyincome.com.

Full O Calculator →
📬

Get this IUAEX vs O comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IUAEX vs SCHDIUAEX vs JEPIIUAEX vs KOIUAEX vs MAINIUAEX vs STAGIUAEX vs ADCIUAEX vs NNNIUAEX vs VICI

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.