HomeCompareIVSXF vs ARCC

IVSXF vs ARCC: Dividend Comparison 2026

IVSXF yields 1.50% · ARCC yields 10.65%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IVSXF wins by $19.51M in total portfolio value· pulled ahead in Year 3
10 years
IVSXF
IVSXF
● Live price
1.50%
Share price
$35.95
Annual div
$0.54
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.54M
Annual income
$17,313,320.74
Full IVSXF calculator →
ARCC
Ares Capital Corporation
● Live price
10.65%
Share price
$18.02
Annual div
$1.92
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.5K
Annual income
$1.14
Full ARCC calculator →

Portfolio growth — IVSXF vs ARCC

📍 IVSXF pulled ahead of the other in Year 3

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 PeriodIVSXFARCC
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, IVSXF + ARCC cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
IVSXF pays
ARCC pays
Both pay
Neither
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Tax Bracket Optimizer

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

IVSXF
Annual income on $10K today (after 15% tax)
$127.21/yr
After 10yr DRIP, annual income (after tax)
$14,716,322.63/yr
ARCC
Annual income on $10K today (after 15% tax)
$905.66/yr
After 10yr DRIP, annual income (after tax)
$0.97/yr
At 15% tax rate, IVSXF beats the other by $14,716,321.66/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of IVSXF + ARCC for your $10,000?

IVSXF: 50%ARCC: 50%
100% ARCC50/50100% IVSXF
Portfolio after 10yr
$9.78M
Annual income
$8,656,660.94/yr
Blended yield
88.51%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ARCC right now

IVSXF
No analyst data
Altman Z
5.0
Piotroski
5/9
ARCC
Analyst Ratings
24
Buy
7
Hold
Consensus: Buy
Price Target
$21.88
+21.4% upside vs current
Range: $21.00 — $23.00
Altman Z
0.8
Piotroski
4/9
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)

IVSXF buys
0
ARCC buys
13
PoliticianChamberTickerTypeAmountDate
John Fetterman🏛 Senate$ARCC▲ Buy$1,001 - $15,0002025-09-09
John Fetterman🏛 Senate$ARCC▼ Sell$1,001 - $15,0002025-09-04
Ashley Moody🏛 Senate$ARCC▲ Buy$15,001 - $50,0002025-04-04
John Fetterman🏛 Senate$ARCC▲ Buy$1,001 - $15,0002025-02-18
Dave McCormick🏛 Senate$ARCC▲ Buy$250,001 - $500,0002025-01-17
Pete Sessions🏢 House$ARCC▼ Sell$1,001 - $15,0002023-11-01
Pete Sessions🏢 House$ARCC▲ Buy$569.252023-10-06
Pete Sessions🏢 House$ARCC▲ Buy$0 - $1,0002023-10-06
Pete Sessions🏢 House$ARCC▲ Buy$155.922023-08-15
Pete Sessions🏢 House$ARCC▲ Buy$0 - $1,0002023-08-15
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVSXFARCC
Forward yield1.50%10.65%
Annual dividend / share$0.54$1.92
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%-50%
Portfolio after 10y$19.54M$24.5K
Annual income after 10y$17,313,320.74$1.14
Total dividends collected$19.34M$1.1K
Payment frequencyquarterlyquarterly
SectorStockBDC

Year-by-year: IVSXF vs ARCC ($10,000, DRIP)

YearIVSXF PortfolioIVSXF Income/yrARCC PortfolioARCC Income/yrGap
1$10,999$299.32$11,373$532.74$374.00ARCC
2$12,385$615.39$12,608$279.46$223.00ARCC
3← crossover$14,547$1,295.13$13,809$142.90+$738.00IVSXF
4$18,408$2,843.42$15,042$72.20+$3.4KIVSXF
5$26,423$6,725.72$16,341$36.27+$10.1KIVSXF
6$46,317$18,044.56$17,732$18.18+$28.6KIVSXF
7$108,682$59,122.68$19,231$9.10+$89.5KIVSXF
8$375,599$259,309.07$20,851$4.55+$354.7KIVSXF
9$2,076,954$1,675,063.29$22,605$2.28+$2.05MIVSXF
10$19,535,661$17,313,320.74$24,504$1.14+$19.51MIVSXF

IVSXF vs ARCC: Complete Analysis 2026

IVSXFStock

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 IVSXF Calculator →

ARCCBDC

Ares Capital Corporation is a business development company specializing in acquisition, recapitalization, mezzanine debt, restructurings, rescue financing, and leveraged buyout transactions of middle market companies. It also makes growth capital and general refinancing. It prefers to make investments in companies engaged in the basic and growth manufacturing, business services, consumer products, health care products and services, and information technology service sectors. The fund will also consider investments in industries such as restaurants, retail, oil and gas, and technology sectors. It focuses on investments in Northeast, Mid-Atlantic, Southeast and Southwest regions from its New York office, the Midwest region, from the Chicago office, and the Western region from the Los Angeles office. The fund typically invests between $20 million and $200 million and a maximum of $400 million in companies with an EBITDA between $10 million and $250 million. It makes debt investments between $10 million and $100 million The fund invests through revolvers, first lien loans, warrants, unitranche structures, second lien loans, mezzanine debt, private high yield, junior capital, subordinated debt, and non-control preferred and common equity. The fund also selectively considers third-party-led senior and subordinated debt financings and opportunistically considers the purchase of stressed and discounted debt positions. The fund prefers to be an agent and/or lead the transactions in which it invests. The fund also seeks board representation in its portfolio companies.

Full ARCC 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.