HomeCompareNGUAX vs DIVO

NGUAX vs DIVO: Dividend Comparison 2026

NGUAX yields 13.59% · DIVO yields 6.49%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NGUAX wins by $18.2K in total portfolio value
10 years
NGUAX
NGUAX
● Live price
13.59%
Share price
$27.16
Annual div
$3.69
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.9K
Annual income
$3,157.78
Full NGUAX 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 — NGUAX vs DIVO

📍 NGUAX 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 PeriodNGUAXDIVO
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, NGUAX + DIVO cover 0 of 12 monthsgood coverage

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

NGUAX
Annual income on $10K today (after 15% tax)
$1,154.95/yr
After 10yr DRIP, annual income (after tax)
$2,684.11/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, NGUAX beats the other by $1,849.69/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NGUAX: 50%DIVO: 50%
100% DIVO50/50100% NGUAX
Portfolio after 10yr
$39.8K
Annual income
$2,069.73/yr
Blended yield
5.20%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NGUAX buys
0
DIVO buys
0
No recent congressional trades found for NGUAX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNGUAXDIVO
Forward yield13.59%6.49%
Annual dividend / share$3.69$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$48.9K$30.7K
Annual income after 10y$3,157.78$981.68
Total dividends collected$22.2K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNGUAX PortfolioNGUAX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$12,059$1,358.76$11,349$649.42+$710.00NGUAX
2$14,434$1,531.31$12,833$688.83+$1.6KNGUAX
3$17,158$1,713.04$14,459$727.90+$2.7KNGUAX
4$20,262$1,903.05$16,238$766.49+$4.0KNGUAX
5$23,780$2,100.32$18,179$804.47+$5.6KNGUAX
6$27,749$2,303.79$20,293$841.71+$7.5KNGUAX
7$32,204$2,512.37$22,591$878.14+$9.6KNGUAX
8$37,183$2,724.96$25,087$913.65+$12.1KNGUAX
9$42,726$2,940.46$27,791$948.18+$14.9KNGUAX
10$48,875$3,157.78$30,718$981.68+$18.2KNGUAX

NGUAX vs DIVO: Complete Analysis 2026

NGUAXStock

The fund normally invests at least 80% of its net assets in equity securities of large-capitalization companies, which it defines as those with a market capitalization within the market capitalization range of the Russell 1000® Growth Index at the time of purchase. The Portfolio Managers employ a research driven approach to stock selection, with a long term perspective that combines both quantitative analysis and qualitative judgment.

Full NGUAX 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.