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ORCC vs IVZ: Dividend Comparison 2026

ORCC yields 9.79% · IVZ yields 4.00%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IVZ wins by $6.6K in total portfolio value· pulled ahead in Year 2
10 years
ORCC
ORCC
● Live price
9.79%
Share price
$13.48
Annual div
$1.32
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$1.04
Full ORCC calculator →
IVZ
IVZ
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full IVZ calculator →

Portfolio growth — ORCC vs IVZ

📍 IVZ pulled ahead of the other in Year 2

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 PeriodORCCIVZ
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, ORCC + IVZ cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
ORCC pays
IVZ pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

ORCC
Annual income on $10K today (after 15% tax)
$832.34/yr
After 10yr DRIP, annual income (after tax)
$0.88/yr
IVZ
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, IVZ beats the other by $763.43/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of ORCC + IVZ for your $10,000?

ORCC: 50%IVZ: 50%
100% IVZ50/50100% ORCC
Portfolio after 10yr
$24.7K
Annual income
$450.12/yr
Blended yield
1.82%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on IVZ right now

ORCC
Analyst Ratings
9
Buy
4
Hold
1
Sell
Consensus: Buy
Price Target
$16.00
+18.7% upside vs current
Range: $16.00 — $16.00
Altman Z
0.5
Piotroski
5/9
IVZ
Analyst Ratings
12
Buy
16
Hold
Consensus: Hold
Price Target
$30.44
-39.1% upside vs current
Range: $27.00 — $34.50
Altman Z
1.0
Piotroski
6/9
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)

ORCC buys
18
IVZ buys
0
PoliticianChamberTickerTypeAmountDate
Trey Hollingsworth🏢 House$ORCC▲ Buy$15,001 - $50,0002022-06-23
Trey Hollingsworth🏢 House$ORCC▲ Buy$250,001 - $500,0002022-06-16
Trey Hollingsworth🏢 House$ORCC▲ Buy$15,001 - $50,0002022-06-14
Trey Hollingsworth🏢 House$ORCC▲ Buy$50,001 - $100,0002022-06-13
Trey Hollingsworth🏢 House$ORCC▲ Buy$50,001 - $100,0002022-06-10
Trey Hollingsworth🏢 House$ORCC▲ Buy$15,001 - $50,0002022-06-09
Trey Hollingsworth🏢 House$ORCC▲ Buy$15,001 - $50,0002022-06-08
Trey Hollingsworth🏢 House$ORCC▲ Buy$50,001 - $100,0002022-06-03
Trey Hollingsworth🏢 House$ORCC▲ Buy$15,001 - $50,0002022-05-24
Trey Hollingsworth🏢 House$ORCC▲ Buy$100,001 - $250,0002022-05-20
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricORCCIVZ
Forward yield9.79% ✓4.00%
Annual dividend / share$1.32$2.00 ✓
Payout ratio50%50%
1-year div growth0%5% ✓
5-year div CAGR-50%5% ✓
Portfolio after 10y$21.4K$28.0K ✓
Annual income after 10y$1.04$899.19 ✓
Total dividends collected$1.0K$6.4K ✓
Payment frequencyquarterlyquarterly
SectorBDCStock
Analyst consensusBuyHold
Analyst price target$16.00$30.44 ✓

Year-by-year: ORCC vs IVZ ($10,000, DRIP)

YearORCC PortfolioORCC Income/yrIVZ PortfolioIVZ Income/yrGap
1$11,190$489.61$11,120$420.00+$70.00 → ORCC
2← crossover$12,229$256.01$12,357$458.31$128.00 → IVZ
3$13,216$130.74$13,721$499.76$505.00 → IVZ
4$14,207$66.02$15,227$544.58$1.0K → IVZ
5$15,234$33.17$16,885$593.02$1.7K → IVZ
6$16,317$16.62$18,713$645.34$2.4K → IVZ
7$17,468$8.32$20,724$701.81$3.3K → IVZ
8$18,695$4.16$22,938$762.73$4.2K → IVZ
9$20,006$2.08$25,372$828.41$5.4K → IVZ
10$21,407$1.04$28,047$899.19$6.6K → IVZ

ORCC vs IVZ: Complete Analysis 2026

ORCC — BDC

Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.

Full ORCC Calculator →

IVZ — Stock

IVZ is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in IVZ shares.

Full IVZ 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.