HomeCompareIVWAX vs DIVO

IVWAX vs DIVO: Dividend Comparison 2026

IVWAX yields 11.67% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IVWAX wins by $12.5K in total portfolio value
10 years
IVWAX
IVWAX
● Live price
11.67%
Share price
$17.14
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.2K
Annual income
$2,419.42
Full IVWAX calculator →
DIVO
DIVO
● Live price
6.49%
Share price
$44.85
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$981.68
Full DIVO calculator →

Portfolio growth — IVWAX vs DIVO

📍 IVWAX pulled ahead of the other in Year 1

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 PeriodIVWAXDIVO
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, IVWAX + DIVO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IVWAX
Annual income on $10K today (after 15% tax)
$991.95/yr
After 10yr DRIP, annual income (after tax)
$2,056.51/yr
DIVO
Annual income on $10K today (after 15% tax)
$552.00/yr
After 10yr DRIP, annual income (after tax)
$834.43/yr
At 15% tax rate, IVWAX beats the other by $1,222.08/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of IVWAX + DIVO for your $10,000?

IVWAX: 50%DIVO: 50%
100% DIVO50/50100% IVWAX
Portfolio after 10yr
$37.0K
Annual income
$1,700.55/yr
Blended yield
4.60%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IVWAX buys
0
DIVO buys
0
No recent congressional trades found for IVWAX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVWAXDIVO
Forward yield11.67%6.49%
Annual dividend / share$2.00$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$43.2K$30.7K
Annual income after 10y$2,419.42$981.68
Total dividends collected$17.8K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: IVWAX vs DIVO ($10,000, DRIP)

YearIVWAX PortfolioIVWAX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,867$1,167.00$11,349$649.42+$518.00IVWAX
2$13,992$1,294.28$12,833$688.83+$1.2KIVWAX
3$16,398$1,426.21$14,459$727.90+$1.9KIVWAX
4$19,108$1,562.08$16,238$766.49+$2.9KIVWAX
5$22,146$1,701.15$18,179$804.47+$4.0KIVWAX
6$25,539$1,842.69$20,293$841.71+$5.2KIVWAX
7$29,313$1,985.99$22,591$878.14+$6.7KIVWAX
8$33,495$2,130.32$25,087$913.65+$8.4KIVWAX
9$38,115$2,275.01$27,791$948.18+$10.3KIVWAX
10$43,202$2,419.42$30,718$981.68+$12.5KIVWAX

IVWAX vs DIVO: Complete Analysis 2026

IVWAXStock

The investment seeks long-term growth of capital by investing in a range of securities and asset classes from markets around the world, including U.S. markets. The fund, under normal market conditions, will invest no less than 30%, although the advisor intends to invest at least 40%, of its total assets in equity and debt securities issued by foreign companies and governments. It may invest in companies based in emerging markets, typically in the Far East, Latin America and Eastern Europe, as well as in companies operating in developed countries, such as those of the U.S., Canada, Japan and Western Europe.

Full IVWAX Calculator →

DIVOETF

DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.

Full DIVO Calculator →
📬

Get this IVWAX vs DIVO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IVWAX vs SCHDIVWAX vs JEPIIVWAX vs OIVWAX vs KOIVWAX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.