HomeCompareMTKIX vs DIVO

MTKIX vs DIVO: Dividend Comparison 2026

MTKIX yields 17.53% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MTKIX wins by $32.0K in total portfolio value
10 years
MTKIX
MTKIX
● Live price
17.53%
Share price
$11.41
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$62.7K
Annual income
$5,127.82
Full MTKIX 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 — MTKIX vs DIVO

📍 MTKIX 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 PeriodMTKIXDIVO
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, MTKIX + DIVO cover 0 of 12 monthsgood coverage

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

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

MTKIX
Annual income on $10K today (after 15% tax)
$1,489.92/yr
After 10yr DRIP, annual income (after tax)
$4,358.65/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, MTKIX beats the other by $3,524.22/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MTKIX: 50%DIVO: 50%
100% DIVO50/50100% MTKIX
Portfolio after 10yr
$46.7K
Annual income
$3,054.75/yr
Blended yield
6.54%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MTKIX buys
0
DIVO buys
0
No recent congressional trades found for MTKIX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMTKIXDIVO
Forward yield17.53%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$62.7K$30.7K
Annual income after 10y$5,127.82$981.68
Total dividends collected$33.2K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMTKIX PortfolioMTKIX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$12,453$1,752.85$11,349$649.42+$1.1KMTKIX
2$15,365$2,040.00$12,833$688.83+$2.5KMTKIX
3$18,792$2,352.32$14,459$727.90+$4.3KMTKIX
4$22,797$2,688.90$16,238$766.49+$6.6KMTKIX
5$27,441$3,048.47$18,179$804.47+$9.3KMTKIX
6$32,791$3,429.46$20,293$841.71+$12.5KMTKIX
7$38,917$3,830.02$22,591$878.14+$16.3KMTKIX
8$45,889$4,248.10$25,087$913.65+$20.8KMTKIX
9$53,783$4,681.47$27,791$948.18+$26.0KMTKIX
10$62,675$5,127.82$30,718$981.68+$32.0KMTKIX

MTKIX vs DIVO: Complete Analysis 2026

MTKIXStock

The investment seeks to provide long-term capital growth and to moderate volatility consistent with its current asset allocation. The Series seeks to achieve its investment objective by investing in a combination of underlying funds according to a target asset allocation strategy. These underlying funds will pursue asset allocation strategies, and will invest in a combination of equity, fixed income and cash investments. The fund may also invest directly in equity and fixed income securities and cash equivalents, including money market securities.

Full MTKIX 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 →
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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.