HomeCompareIVSXF vs YUM

IVSXF vs YUM: Dividend Comparison 2026

IVSXF yields 1.50% · YUM yields 1.85%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IVSXF wins by $19.43M in total portfolio value
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 →
YUM
YUM
● Live price
1.85%
Share price
$155.48
Annual div
$2.88
5Y div CAGR
51.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$107.0K
Annual income
$39,957.33
Full YUM calculator →

Portfolio growth — IVSXF vs YUM

📍 IVSXF 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 PeriodIVSXFYUM
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, IVSXF + YUM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
IVSXF pays
YUM 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
YUM
Annual income on $10K today (after 15% tax)
$157.45/yr
After 10yr DRIP, annual income (after tax)
$33,963.73/yr
At 15% tax rate, IVSXF beats the other by $14,682,358.90/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IVSXF: 50%YUM: 50%
100% YUM50/50100% IVSXF
Portfolio after 10yr
$9.82M
Annual income
$8,676,639.03/yr
Blended yield
88.34%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on YUM right now

IVSXF
No analyst data
Altman Z
5.0
Piotroski
5/9
YUM
Analyst Ratings
18
Buy
30
Hold
3
Sell
Consensus: Hold
Price Target
$173.15
+11.4% upside vs current
Range: $158.00 — $190.00
Altman Z
2.6
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)

IVSXF buys
0
YUM buys
0
No recent congressional trades found for IVSXF or YUM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVSXFYUM
Forward yield1.50%1.85%
Annual dividend / share$0.54$2.88
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%51.4%
Portfolio after 10y$19.54M$107.0K
Annual income after 10y$17,313,320.74$39,957.33
Total dividends collected$19.34M$80.4K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

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

YearIVSXF PortfolioIVSXF Income/yrYUM PortfolioYUM Income/yrGap
1← crossover$10,999$299.32$10,980$280.44+$19.00IVSXF
2$12,385$615.39$12,185$435.72+$200.00IVSXF
3$14,547$1,295.13$13,722$684.14+$825.00IVSXF
4$18,408$2,843.42$15,773$1,090.14+$2.6KIVSXF
5$26,423$6,725.72$18,650$1,773.02+$7.8KIVSXF
6$46,317$18,044.56$22,921$2,966.37+$23.4KIVSXF
7$108,682$59,122.68$29,685$5,158.69+$79.0KIVSXF
8$375,599$259,309.07$41,216$9,453.02+$334.4KIVSXF
9$2,076,954$1,675,063.29$62,672$18,571.31+$2.01MIVSXF
10$19,535,661$17,313,320.74$107,016$39,957.33+$19.43MIVSXF

IVSXF vs YUM: 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 →

YUMConsumer Discretionary

YUM! Brands, Inc., together with its subsidiaries, develops, operates, and franchises quick service restaurants worldwide. It operates through four segments: the KFC Division, the Taco Bell Division, the Pizza Hut Division, and the Habit Burger Grill Division. The company operates restaurants under the KFC, Pizza Hut, Taco Bell, and The Habit Burger Grill brands, which specialize in chicken, pizza, made-to-order chargrilled burgers, sandwiches, Mexican-style food categories, and other food products. As of December 31, 2021, it had 26,934 KFC units; 18,381 Pizza Hut units; 7,791 Taco Bell units; and 318 The Habit Burger Grill units in approximately 157 countries and territories. The company was formerly known as TRICON Global Restaurants, Inc. and changed its name to YUM! Brands, Inc. in May 2002. YUM! Brands, Inc. was incorporated in 1997 and is headquartered in Louisville, Kentucky.

Full YUM 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.