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IVSBF vs MCD: Dividend Comparison 2026

IVSBF yields 1.44% · MCD yields 2.35%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IVSBF wins by $16.76M in total portfolio value
10 years
IVSBF
IVSBF
● Live price
1.44%
Share price
$37.36
Annual div
$0.54
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$16.84M
Annual income
$14,855,421.17
Full IVSBF calculator →
MCD
McDonald's Corporation
● Live price
2.35%
Share price
$308.53
Annual div
$7.26
5Y div CAGR
42.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$78.5K
Annual income
$26,227.70
Full MCD calculator →

Portfolio growth — IVSBF vs MCD

📍 IVSBF 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 PeriodIVSBFMCD
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, IVSBF + MCD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IVSBF
Annual income on $10K today (after 15% tax)
$122.41/yr
After 10yr DRIP, annual income (after tax)
$12,627,107.99/yr
MCD
Annual income on $10K today (after 15% tax)
$200.01/yr
After 10yr DRIP, annual income (after tax)
$22,293.55/yr
At 15% tax rate, IVSBF beats the other by $12,604,814.45/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of IVSBF + MCD for your $10,000?

IVSBF: 50%MCD: 50%
100% MCD50/50100% IVSBF
Portfolio after 10yr
$8.46M
Annual income
$7,440,824.44/yr
Blended yield
87.98%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MCD right now

IVSBF
Analyst Ratings
2
Hold
Consensus: Hold
Altman Z
5.0
Piotroski
5/9
MCD
Analyst Ratings
37
Buy
23
Hold
1
Sell
Consensus: Buy
Price Target
$351.76
+14.0% upside vs current
Range: $320.00 — $385.00
Altman Z
4.9
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)

IVSBF buys
0
MCD buys
0
No recent congressional trades found for IVSBF or MCD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVSBFMCD
Forward yield1.44%2.35%
Annual dividend / share$0.54$7.26
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%42.3%
Portfolio after 10y$16.84M$78.5K
Annual income after 10y$14,855,421.17$26,227.70
Total dividends collected$16.66M$58.5K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary
Analyst consensusHoldBuy

Year-by-year: IVSBF vs MCD ($10,000, DRIP)

YearIVSBF PortfolioIVSBF Income/yrMCD PortfolioMCD Income/yrGap
1← crossover$10,988$288.02$10,815$334.85+$173.00IVSBF
2$12,349$591.56$11,826$491.71+$523.00IVSBF
3$14,456$1,242.64$13,123$730.06+$1.3KIVSBF
4$18,187$2,719.01$14,853$1,100.07+$3.3KIVSBF
5$25,854$6,393.94$17,257$1,690.61+$8.6KIVSBF
6$44,653$16,989.62$20,752$2,667.01+$23.9KIVSBF
7$102,627$54,847.70$26,103$4,354.83+$76.5KIVSBF
8$345,431$235,620.30$34,794$7,437.78+$310.6KIVSBF
9$1,851,993$1,482,382.39$49,926$13,461.60+$1.80MIVSBF
10$16,837,054$14,855,421.17$78,550$26,227.70+$16.76MIVSBF

IVSBF vs MCD: Complete Analysis 2026

IVSBFStock

Investor AB (publ) is a venture capital firm specializing in mature, middle market, buyouts and growth capital investments. It is operating through four business areas including core, private equity, operating, and financial investments. For core investments, the firm invests in health care, financial services, IT and fintech sectors and considers investments in listed companies in leading minority positions. The firm seeks to invest globally and acquire a board seat. For its operating investments, the firm seeks to focus on medium-sized to large companies headquartered in Northern Europe. It acquires controlling interest or minority position with significant influence in its portfolio companies within operating investments. The firm considers majority or minority investments in both listed and unlisted companies. Within private equity, the firm makes venture capital and buyout investments. For venture capital, it seeks investments through its subsidiary, Investor Growth Capital, which is focused on investments in the information technology, technology, engineering, financial services, and healthcare sectors in Europe, the United States, and Asia. It seeks to invest in companies ranging from startups to companies that are about to enter an expansion stage and its investment commitment range between SEK 20 million ($2.94 million) and SEK 200 million ($29.43 million). In its venture capital investments, it acquires minority stakes in its portfolio companies and the ownership horizon varies from three to seven years. For buyouts, the firm makes fund investments through its subsidiary, EQT that makes buyout investments in medium-sized mature companies in Northern Europe and Greater China. The firm seeks to exit its private equity investments between three years and seven years. The firm seeks to take board membership in its portfolio companies. For financial investments, it acquires minority ownership in financial holdings for shorter horizon. Investor AB (publ) was founded in 1916 and is based in Stockholm, Sweden with additional offices in Amsterdam, Netherlands; Beijing, China; Menlo Park, California; Hong Kong, China; New York, New York; and Tokyo, Japan.

Full IVSBF Calculator →

MCDConsumer Discretionary

McDonald's Corporation operates and franchises McDonald's restaurants in the United States and internationally. Its restaurants offer hamburgers and cheeseburgers, chicken sandwiches and nuggets, wraps, fries, salads, oatmeal, shakes, desserts, sundaes, soft serve cones, bakery items, soft drinks, coffee, and beverages and other beverages, as well as breakfast menu, including biscuit and bagel sandwiches, breakfast burritos, hotcakes, and other sandwiches. As of December 31, 2021, the company operated 40,031 restaurants. McDonald's Corporation was founded in 1940 and is headquartered in Chicago, Illinois.

Full MCD 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.