HomeCompareIVTJF vs ORCC

IVTJF vs ORCC: Dividend Comparison 2026

IVTJF yields 6.75% · ORCC yields 9.79%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IVTJF wins by $212.9K in total portfolio value
10 years
IVTJF
IVTJF
● Live price
6.75%
Share price
$7.49
Annual div
$0.51
5Y div CAGR
34.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$234.3K
Annual income
$93,971.18
Full IVTJF calculator →
ORCC
ORCC
● Live price
9.79%
Share price
$13.48
Annual div
$1.32
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$1.04
Full ORCC calculator →

Portfolio growth — IVTJF vs ORCC

📍 IVTJF 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 PeriodIVTJFORCC
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, IVTJF + ORCC cover 0 of 12 monthsgood coverage

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

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

IVTJF
Annual income on $10K today (after 15% tax)
$573.71/yr
After 10yr DRIP, annual income (after tax)
$79,875.50/yr
ORCC
Annual income on $10K today (after 15% tax)
$832.34/yr
After 10yr DRIP, annual income (after tax)
$0.88/yr
At 15% tax rate, IVTJF beats the other by $79,874.62/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

What's the optimal mix of IVTJF + ORCC for your $10,000?

IVTJF: 50%ORCC: 50%
100% ORCC50/50100% IVTJF
Portfolio after 10yr
$127.8K
Annual income
$46,986.11/yr
Blended yield
36.75%
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Analyst Conviction Gap

Where Wall Street is most bullish on ORCC right now

IVTJF
No analyst data
Altman Z
0.4
Piotroski
4/9
ORCC
Analyst Ratings
9
Buy
4
Hold
1
Sell
Consensus: Buy
Price Target
$16.00
+18.7% upside vs current
Range: $16.00 — $16.00
Altman Z
0.5
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)

IVTJF buys
0
ORCC buys
0
No recent congressional trades found for IVTJF or ORCC in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVTJFORCC
Forward yield6.75%9.79%
Annual dividend / share$0.51$1.32
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR34.6%-50%
Portfolio after 10y$234.3K$21.4K
Annual income after 10y$93,971.18$1.04
Total dividends collected$196.3K$1.0K
Payment frequencyquarterlyquarterly
SectorStockBDC

Year-by-year: IVTJF vs ORCC ($10,000, DRIP)

YearIVTJF PortfolioIVTJF Income/yrORCC PortfolioORCC Income/yrGap
1← crossover$11,608$908.49$11,190$489.61+$418.00IVTJF
2$13,748$1,326.65$12,229$256.01+$1.5KIVTJF
3$16,686$1,976.39$13,216$130.74+$3.5KIVTJF
4$20,872$3,017.64$14,207$66.02+$6.7KIVTJF
5$27,081$4,748.22$15,234$33.17+$11.8KIVTJF
6$36,727$7,749.91$16,317$16.62+$20.4KIVTJF
7$52,519$13,221.24$17,468$8.32+$35.1KIVTJF
8$79,978$23,782.94$18,695$4.16+$61.3KIVTJF
9$131,137$45,559.81$20,006$2.08+$111.1KIVTJF
10$234,287$93,971.18$21,407$1.04+$212.9KIVTJF

IVTJF vs ORCC: Complete Analysis 2026

IVTJFStock

Investec Group provides various financial products and services in the United Kingdom South Africa, and internationally. The company offers wealth and investment products and services, including portfolio management, discretionary wealth management, financial planning, stockbroking/execution, pensions and retirement, and investment advisory services for private clients, charities, pension funds and trusts. It also provides specialist banking products and services comprising private banking products, such as lending, savings, foreign exchange, private capital, and transactional banking services; corporate and investment banking products, including lending, advisory, hedging, cash deposits and savings, and equity placement services to government, institutions, corporates, and intermediaries. Investec Group was founded in 1974 and is based in Sandton, South Africa.

Full IVTJF Calculator →

ORCCBDC

Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.

Full ORCC 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.