HomeCompareIWMY vs YUM

IWMY vs YUM: Dividend Comparison 2026

IWMY yields 57.87% · YUM yields 1.85%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IWMY wins by $479.6K in total portfolio value
10 years
IWMY
IWMY
● Live price
57.87%
Share price
$18.09
Annual div
$10.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$586.6K
Annual income
$133,331.19
Full IWMY 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 — IWMY vs YUM

📍 IWMY 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 PeriodIWMYYUM
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, IWMY + YUM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IWMY
Annual income on $10K today (after 15% tax)
$4,918.86/yr
After 10yr DRIP, annual income (after tax)
$113,331.51/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, IWMY beats the other by $79,367.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IWMY: 50%YUM: 50%
100% YUM50/50100% IWMY
Portfolio after 10yr
$346.8K
Annual income
$86,644.25/yr
Blended yield
24.98%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on YUM right now

IWMY
No analyst data
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)

IWMY buys
0
YUM buys
0
No recent congressional trades found for IWMY or YUM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIWMYYUM
Forward yield57.87%1.85%
Annual dividend / share$10.47$2.88
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%51.4%
Portfolio after 10y$586.6K$107.0K
Annual income after 10y$133,331.19$39,957.33
Total dividends collected$483.0K$80.4K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

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

YearIWMY PortfolioIWMY Income/yrYUM PortfolioYUM Income/yrGap
1← crossover$16,487$5,786.90$10,980$280.44+$5.5KIWMY
2$26,558$8,916.64$12,185$435.72+$14.4KIWMY
3$41,840$13,423.55$13,722$684.14+$28.1KIWMY
4$64,534$19,764.61$15,773$1,090.14+$48.8KIWMY
5$97,541$28,490.29$18,650$1,773.02+$78.9KIWMY
6$144,614$40,245.33$22,921$2,966.37+$121.7KIWMY
7$210,502$55,764.15$29,685$5,158.69+$180.8KIWMY
8$301,097$75,860.37$41,216$9,453.02+$259.9KIWMY
9$423,584$101,410.36$62,672$18,571.31+$360.9KIWMY
10$586,566$133,331.19$107,016$39,957.33+$479.6KIWMY

IWMY vs YUM: Complete Analysis 2026

IWMYStock

IWMY is actively managed to seek potential daily income on the price, and monthly distributions by utilizing options strategies. The fund implements two strategies: The first seeks to provide daily income by selling put options either at-the-money or up to 5% in-the-money, expiring the next trading day. The option positions become profitable if the Russell 2000 Index increases in value. The second strategy involves selling in-the-money put options to attempt a minimum daily income of 0.25% to seek monthly distributions. If this is determined to not be achievable, the fund will sell options that are priced at the current market value to maximize income. Even during periods of adverse market conditions, the fund will not seek defensive positions and it will not directly or fully participate in the gains of the index. The funds risk and return potential will fluctuate daily. A significant portion of the portfolio will be held in short-term US Treasury securities, which will serve as collateral for the short put option positions.

Full IWMY 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 →
📬

Get this IWMY vs YUM comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IWMY vs SCHDIWMY vs JEPIIWMY vs OIWMY vs KOIWMY 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.