HomeCompareNWSAX vs DIVO

NWSAX vs DIVO: Dividend Comparison 2026

NWSAX yields 34.41% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NWSAX wins by $139.4K in total portfolio value
10 years
NWSAX
NWSAX
● Live price
34.41%
Share price
$8.40
Annual div
$2.89
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$170.2K
Annual income
$25,331.84
Full NWSAX 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 — NWSAX vs DIVO

📍 NWSAX 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 PeriodNWSAXDIVO
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, NWSAX + DIVO cover 0 of 12 monthsgood coverage

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

NWSAX
Annual income on $10K today (after 15% tax)
$2,924.75/yr
After 10yr DRIP, annual income (after tax)
$21,532.06/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, NWSAX beats the other by $20,697.64/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NWSAX: 50%DIVO: 50%
100% DIVO50/50100% NWSAX
Portfolio after 10yr
$100.4K
Annual income
$13,156.76/yr
Blended yield
13.10%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NWSAX buys
0
DIVO buys
0
No recent congressional trades found for NWSAX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNWSAXDIVO
Forward yield34.41%6.49%
Annual dividend / share$2.89$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$170.2K$30.7K
Annual income after 10y$25,331.84$981.68
Total dividends collected$122.0K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNWSAX PortfolioNWSAX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$14,141$3,440.88$11,349$649.42+$2.8KNWSAX
2$19,678$4,547.39$12,833$688.83+$6.8KNWSAX
3$26,970$5,914.06$14,459$727.90+$12.5KNWSAX
4$36,433$7,575.20$16,238$766.49+$20.2KNWSAX
5$48,547$9,563.71$18,179$804.47+$30.4KNWSAX
6$63,855$11,909.97$20,293$841.71+$43.6KNWSAX
7$82,966$14,640.70$22,591$878.14+$60.4KNWSAX
8$106,551$17,777.92$25,087$913.65+$81.5KNWSAX
9$135,348$21,338.17$27,791$948.18+$107.6KNWSAX
10$170,154$25,331.84$30,718$981.68+$139.4KNWSAX

NWSAX vs DIVO: Complete Analysis 2026

NWSAXStock

The investment seeks long-term capital appreciation; current income is a secondary consideration in selecting portfolio investments. The fund normally invests at least 80% of its net assets in common stocks of small companies. It employs a "growth" style of investing. In other words, the fund's subadviser seeks companies whose earnings are expected to grow consistently faster than those of other companies. In pursuing this approach, the subadviser seeks to build a portfolio of exceptional small companies, purchased early in their corporate life cycle, that have the wherewithal to become exceptional large companies.

Full NWSAX 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.