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PBDIX vs DIVO: Dividend Comparison 2026

PBDIX yields 4.22% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DIVO wins by $4.4K in total portfolio value
10 years
PBDIX
PBDIX
● Live price
4.22%
Share price
$9.63
Annual div
$0.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.3K
Annual income
$552.69
Full PBDIX 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 — PBDIX vs DIVO

📍 DIVO 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 PeriodPBDIXDIVO
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, PBDIX + DIVO cover 0 of 12 monthsgood coverage

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

PBDIX
Annual income on $10K today (after 15% tax)
$358.44/yr
After 10yr DRIP, annual income (after tax)
$469.79/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, DIVO beats the other by $364.64/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PBDIX: 50%DIVO: 50%
100% DIVO50/50100% PBDIX
Portfolio after 10yr
$28.5K
Annual income
$767.18/yr
Blended yield
2.69%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PBDIX buys
0
DIVO buys
0
No recent congressional trades found for PBDIX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPBDIXDIVO
Forward yield4.22%6.49%
Annual dividend / share$0.41$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.3K$30.7K
Annual income after 10y$552.69$981.68
Total dividends collected$4.9K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPBDIX PortfolioPBDIX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,122$421.69$11,349$649.42$227.00DIVO
2$12,339$438.31$12,833$688.83$494.00DIVO
3$13,657$454.46$14,459$727.90$802.00DIVO
4$15,083$470.10$16,238$766.49$1.2KDIVO
5$16,624$485.22$18,179$804.47$1.6KDIVO
6$18,287$499.81$20,293$841.71$2.0KDIVO
7$20,081$513.86$22,591$878.14$2.5KDIVO
8$22,014$527.35$25,087$913.65$3.1KDIVO
9$24,096$540.29$27,791$948.18$3.7KDIVO
10$26,335$552.69$30,718$981.68$4.4KDIVO

PBDIX vs DIVO: Complete Analysis 2026

PBDIXStock

The fund's overall investment strategy is to match or incrementally exceed the performance of the U.S. investment-grade bond market. Under normal conditions, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in bonds that are held in its benchmark index. The fund's holdings will normally include U.S. government and agency obligations, mortgage- and asset-backed securities, corporate bonds, and U.S. dollar-denominated securities of foreign issuers.

Full PBDIX 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.