HomeCompareIVOV vs MO

IVOV vs MO: Dividend Comparison 2026

IVOV yields 1.81% · MO yields 6.36%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MO wins by $57.8K in total portfolio value· pulled ahead in Year 4
10 years
IVOV
IVOV
● Live price
1.81%
Share price
$101.95
Annual div
$1.84
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.3K
Annual income
$202.96
Full IVOV calculator →
MO
Altria Group Inc.
● Live price
6.36%
Share price
$65.99
Annual div
$4.20
5Y div CAGR
22.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$80.1K
Annual income
$30,159.17
Full MO calculator →

Portfolio growth — IVOV vs MO

📍 MO 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 PeriodIVOVMO
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, IVOV + MO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IVOV
Annual income on $10K today (after 15% tax)
$153.49/yr
After 10yr DRIP, annual income (after tax)
$172.52/yr
MO
Annual income on $10K today (after 15% tax)
$540.99/yr
After 10yr DRIP, annual income (after tax)
$25,635.29/yr
At 15% tax rate, MO beats the other by $25,462.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of IVOV + MO for your $10,000?

IVOV: 50%MO: 50%
100% MO50/50100% IVOV
Portfolio after 10yr
$51.2K
Annual income
$15,181.06/yr
Blended yield
29.64%
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Analyst Conviction Gap

Where Wall Street is most bullish on MO right now

IVOV
No analyst data
MO
Analyst Ratings
16
Buy
9
Hold
1
Sell
Consensus: Buy
Price Target
$61.25
-7.2% upside vs current
Range: $47.00 — $68.00
Altman Z
3.2
Piotroski
7/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IVOV buys
0
MO buys
0
No recent congressional trades found for IVOV or MO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVOVMO
Forward yield1.81%6.36%
Annual dividend / share$1.84$4.20
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%22.6%
Portfolio after 10y$22.3K$80.1K
Annual income after 10y$202.96$30,159.17
Total dividends collected$1.9K$74.5K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: IVOV vs MO ($10,000, DRIP)

YearIVOV PortfolioIVOV Income/yrMO PortfolioMO Income/yrGap
1$10,881$180.58$10,570$780.30+$311.00IVOV
2$11,826$183.63$11,381$1,032.90+$445.00IVOV
3$12,840$186.52$12,535$1,392.73+$305.00IVOV
4← crossover$13,928$189.27$14,193$1,920.91$265.00MO
5$15,095$191.88$16,618$2,723.68$1.5KMO
6$16,346$194.35$20,263$3,993.80$3.9KMO
7$17,687$196.69$25,936$6,098.36$8.2KMO
8$19,124$198.90$35,166$9,775.01$16.0KMO
9$20,664$200.99$51,026$16,597.78$30.4KMO
10$22,313$202.96$80,113$30,159.17$57.8KMO

IVOV vs MO: Complete Analysis 2026

IVOVStock

Invests in stocks in the S&P MidCap 400 Value Index, composed of the value companies in the S&P 400.Focuses on closely tracking the index’s return, which is considered a gauge of overall U.S. mid-cap value stock returns.Offers high potential for investment growth; share value rises and falls more sharply than that of funds holding bonds.More appropriate for long-term goals where your money’s growth is essential.On March 14, 2023, this ETF underwent a 2:1 share split, which decreased the price per share of the ETF with a proportionate increase in the number of shares outstanding. Historical share price data has not been adjusted for the split except where market data is being used, as indicated. Although certain data may reflect both pre-and post-split prices, returns are not impacted.

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MOConsumer Staples

Altria Group, Inc., through its subsidiaries, manufactures and sells smokeable and oral tobacco products in the United States. The company provides cigarettes primarily under the Marlboro brand; cigars and pipe tobacco principally under the Black & Mild brand; and moist smokeless tobacco products under the Copenhagen, Skoal, Red Seal, and Husky brands, as well as provides on! oral nicotine pouches. It sells its tobacco products primarily to wholesalers, including distributors; and large retail organizations, such as chain stores. Altria Group, Inc. was founded in 1822 and is headquartered in Richmond, Virginia.

Full MO 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.