HomeCompareOCIO vs PEP

OCIO vs PEP: Dividend Comparison 2026

OCIO yields 10.38% · PEP yields 3.63%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $102.2K in total portfolio value· pulled ahead in Year 7
10 years
OCIO
OCIO
● Live price
10.38%
Share price
$33.82
Annual div
$3.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.7K
Annual income
$1,989.61
Full OCIO calculator →
PEP
PepsiCo Inc.
● Live price
3.63%
Share price
$156.82
Annual div
$5.69
5Y div CAGR
40.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$141.9K
Annual income
$61,875.67
Full PEP calculator →

Portfolio growth — OCIO vs PEP

📍 PEP pulled ahead of the other in Year 7

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 PeriodOCIOPEP
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, OCIO + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

OCIO
Annual income on $10K today (after 15% tax)
$881.88/yr
After 10yr DRIP, annual income (after tax)
$1,691.17/yr
PEP
Annual income on $10K today (after 15% tax)
$308.41/yr
After 10yr DRIP, annual income (after tax)
$52,594.32/yr
At 15% tax rate, PEP beats the other by $50,903.15/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of OCIO + PEP for your $10,000?

OCIO: 50%PEP: 50%
100% PEP50/50100% OCIO
Portfolio after 10yr
$90.8K
Annual income
$31,932.65/yr
Blended yield
35.16%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

OCIO
No analyst data
PEP
Analyst Ratings
1
Strong
15
Buy
27
Hold
1
Sell
Consensus: Hold
Price Target
$172.43
+10.0% upside vs current
Range: $156.00 — $191.00
Altman Z
3.6
Piotroski
7/9
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)

OCIO buys
0
PEP buys
0
No recent congressional trades found for OCIO or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOCIOPEP
Forward yield10.38%3.63%
Annual dividend / share$3.51$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$39.7K$141.9K
Annual income after 10y$1,989.61$61,875.67
Total dividends collected$15.1K$123.0K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: OCIO vs PEP ($10,000, DRIP)

YearOCIO PortfolioOCIO Income/yrPEP PortfolioPEP Income/yrGap
1$11,738$1,037.51$10,849$509.42+$889.00OCIO
2$13,697$1,138.11$11,969$750.47+$1.7KOCIO
3$15,897$1,241.25$13,500$1,124.14+$2.4KOCIO
4$18,356$1,346.37$15,680$1,721.66+$2.7KOCIO
5$21,094$1,452.94$18,929$2,715.34+$2.2KOCIO
6$24,131$1,560.42$24,023$4,450.80+$108.00OCIO
7← crossover$27,489$1,668.29$32,510$7,669.92$5.0KPEP
8$31,189$1,776.08$47,709$14,093.60$16.5KPEP
9$35,256$1,883.33$77,415$28,083.48$42.2KPEP
10$39,713$1,989.61$141,922$61,875.67$102.2KPEP

OCIO vs PEP: Complete Analysis 2026

OCIOStock

The ClearShares OCIO ETF (the Fund) seeks to outperform a traditional 60/40 mix of global equity & fixed-income investments. OCIO is an actively managed portfolio. Its diversified holdings are primarily focused in passive index-based ETFs, but OCIO also utilizes actively managed ETFs or individual securities when the Fund's management believes it advantageous.

Full OCIO Calculator →

PEPConsumer Staples

PepsiCo, Inc. manufactures, markets, distributes, and sells various beverages and convenient foods worldwide. The company operates through seven segments: Frito-Lay North America; Quaker Foods North America; PepsiCo Beverages North America; Latin America; Europe; Africa, Middle East and South Asia; and Asia Pacific, Australia and New Zealand and China Region. It provides dips, cheese-flavored snacks, and spreads, as well as corn, potato, and tortilla chips; cereals, rice, pasta, mixes and syrups, granola bars, grits, oatmeal, rice cakes, simply granola, and side dishes; beverage concentrates, fountain syrups, and finished goods; ready-to-drink tea, coffee, and juices; dairy products; and sparkling water makers and related products. It serves wholesale and other distributors, foodservice customers, grocery stores, drug stores, convenience stores, discount/dollar stores, mass merchandisers, membership stores, hard discounters, e-commerce retailers and authorized independent bottlers, and others through a network of direct-store-delivery, customer warehouse, and distributor networks, as well as directly to consumers through e-commerce platforms and retailers. The company was founded in 1898 and is headquartered in Purchase, New York.

Full PEP Calculator →
📬

Get this OCIO vs PEP comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

OCIO vs SCHDOCIO vs JEPIOCIO vs OOCIO vs KOOCIO vs MAINOCIO vs MOOCIO vs PMOCIO vs GIS

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.