HomeCompareIVTJY vs ORCC

IVTJY vs ORCC: Dividend Comparison 2026

IVTJY yields 6.11% · ORCC yields 9.79%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IVTJY wins by $2.6K in total portfolio value
10 years
IVTJY
IVTJY
● Live price
6.11%
Share price
$15.20
Annual div
$0.93
5Y div CAGR
-16.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.0K
Annual income
$124.94
Full IVTJY 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 — IVTJY vs ORCC

📍 IVTJY 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 PeriodIVTJYORCC
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, IVTJY + ORCC cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
IVTJY 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.

IVTJY
Annual income on $10K today (after 15% tax)
$519.13/yr
After 10yr DRIP, annual income (after tax)
$106.20/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, IVTJY beats the other by $105.32/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 IVTJY + ORCC for your $10,000?

IVTJY: 50%ORCC: 50%
100% ORCC50/50100% IVTJY
Portfolio after 10yr
$22.7K
Annual income
$62.99/yr
Blended yield
0.28%
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Analyst Conviction Gap

Where Wall Street is most bullish on ORCC right now

IVTJY
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IVTJY buys
0
ORCC buys
18
PoliticianChamberTickerTypeAmountDate
Trey Hollingsworth🏢 House$ORCC▲ Buy$15,001 - $50,0002022-06-23
Trey Hollingsworth🏢 House$ORCC▲ Buy$250,001 - $500,0002022-06-16
Trey Hollingsworth🏢 House$ORCC▲ Buy$15,001 - $50,0002022-06-14
Trey Hollingsworth🏢 House$ORCC▲ Buy$50,001 - $100,0002022-06-13
Trey Hollingsworth🏢 House$ORCC▲ Buy$50,001 - $100,0002022-06-10
Trey Hollingsworth🏢 House$ORCC▲ Buy$15,001 - $50,0002022-06-09
Trey Hollingsworth🏢 House$ORCC▲ Buy$15,001 - $50,0002022-06-08
Trey Hollingsworth🏢 House$ORCC▲ Buy$50,001 - $100,0002022-06-03
Trey Hollingsworth🏢 House$ORCC▲ Buy$15,001 - $50,0002022-05-24
Trey Hollingsworth🏢 House$ORCC▲ Buy$100,001 - $250,0002022-05-20
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVTJYORCC
Forward yield6.11%9.79%
Annual dividend / share$0.93$1.32
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-16.3%-50%
Portfolio after 10y$24.0K$21.4K
Annual income after 10y$124.94$1.04
Total dividends collected$2.9K$1.0K
Payment frequencyquarterlyquarterly
SectorStockBDC

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

YearIVTJY PortfolioIVTJY Income/yrORCC PortfolioORCC Income/yrGap
1← crossover$11,211$511.20$11,190$489.61+$21.00IVTJY
2$12,444$448.31$12,229$256.01+$215.00IVTJY
3$13,705$389.26$13,216$130.74+$489.00IVTJY
4$14,999$335.34$14,207$66.02+$792.00IVTJY
5$16,336$287.09$15,234$33.17+$1.1KIVTJY
6$17,725$244.60$16,317$16.62+$1.4KIVTJY
7$19,173$207.59$17,468$8.32+$1.7KIVTJY
8$20,691$175.66$18,695$4.16+$2.0KIVTJY
9$22,287$148.28$20,006$2.08+$2.3KIVTJY
10$23,972$124.94$21,407$1.04+$2.6KIVTJY

IVTJY vs ORCC: Complete Analysis 2026

IVTJYStock

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 IVTJY 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.