HomeCompareNWGSX vs DIVO

NWGSX vs DIVO: Dividend Comparison 2026

NWGSX yields 27.94% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NWGSX wins by $86.7K in total portfolio value
10 years
NWGSX
NWGSX
● Live price
27.94%
Share price
$21.27
Annual div
$5.94
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$117.5K
Annual income
$14,609.47
Full NWGSX 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 — NWGSX vs DIVO

📍 NWGSX 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 PeriodNWGSXDIVO
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, NWGSX + DIVO cover 0 of 12 monthsgood coverage

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

NWGSX
Annual income on $10K today (after 15% tax)
$2,375.09/yr
After 10yr DRIP, annual income (after tax)
$12,418.05/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, NWGSX beats the other by $11,583.62/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NWGSX: 50%DIVO: 50%
100% DIVO50/50100% NWGSX
Portfolio after 10yr
$74.1K
Annual income
$7,795.57/yr
Blended yield
10.52%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NWGSX buys
0
DIVO buys
0
No recent congressional trades found for NWGSX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNWGSXDIVO
Forward yield27.94%6.49%
Annual dividend / share$5.94$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$117.5K$30.7K
Annual income after 10y$14,609.47$981.68
Total dividends collected$77.9K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNWGSX PortfolioNWGSX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$13,494$2,794.23$11,349$649.42+$2.1KNWGSX
2$17,963$3,523.92$12,833$688.83+$5.1KNWGSX
3$23,604$4,383.96$14,459$727.90+$9.1KNWGSX
4$30,640$5,383.91$16,238$766.49+$14.4KNWGSX
5$39,317$6,531.60$18,179$804.47+$21.1KNWGSX
6$49,902$7,832.85$20,293$841.71+$29.6KNWGSX
7$62,686$9,291.26$22,591$878.14+$40.1KNWGSX
8$77,982$10,908.03$25,087$913.65+$52.9KNWGSX
9$96,123$12,681.97$27,791$948.18+$68.3KNWGSX
10$117,461$14,609.47$30,718$981.68+$86.7KNWGSX

NWGSX vs DIVO: Complete Analysis 2026

NWGSXStock

The fund invests primarily in stocks of U.S. small-cap companies that the subadviser believes have improving earnings growth potential and attractive valuation. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of small-cap companies whose capitalization is within the range of the market capitalization of the companies in the Russell 2000® Index. The fund may invest up to 20% of its net assets in foreign securities.

Full NWGSX 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.