HomeComparePEP vs VRTS

PEP vs VRTS: Dividend Comparison 2026

PEP yields 3.63% · VRTS yields 7.14%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VRTS wins by $50590.49M in total portfolio value
10 years
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 →
VRTS
VRTS
● Live price
7.14%
Share price
$130.20
Annual div
$9.30
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$50590.63M
Annual income
$49,265,648,570.14
Full VRTS calculator →

Portfolio growth — PEP vs VRTS

📍 VRTS 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 PeriodPEPVRTS
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, PEP + VRTS cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PEP
Annual income on $10K today (after 15% tax)
$308.41/yr
After 10yr DRIP, annual income (after tax)
$52,594.32/yr
VRTS
Annual income on $10K today (after 15% tax)
$607.14/yr
After 10yr DRIP, annual income (after tax)
$41,875,801,284.62/yr
At 15% tax rate, VRTS beats the other by $41,875,748,690.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PEP: 50%VRTS: 50%
100% VRTS50/50100% PEP
Portfolio after 10yr
$25295.39M
Annual income
$24,632,855,222.91/yr
Blended yield
97.38%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

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
VRTS
Analyst Ratings
4
Buy
5
Hold
2
Sell
Consensus: Hold
Price Target
$167.67
+28.8% upside vs current
Range: $142.00 — $206.00
Altman Z
0.9
Piotroski
5/9
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)

PEP buys
6
VRTS buys
0
PoliticianChamberTickerTypeAmountDate
Sheldon Whitehouse🏛 Senate$PEP▼ Sell$1,001 - $15,0002026-02-23
Sheldon Whitehouse🏛 Senate$PEP▼ Sell$1,001 - $15,0002026-02-23
Julia Letlow🏢 House$PEP▲ Buy$1,001 - $15,0002026-02-05
Julie Johnson🏢 House$PEP▼ Sell$1,001 - $15,0002025-12-18
Jared Moskowitz🏢 House$PEP▼ Sell$15,001 - $50,0002025-12-02
Jared Moskowitz🏢 House$PEP▼ Sell$1,001 - $15,0002025-12-02
Jared Moskowitz🏢 House$PEP▼ Sell$1,001 - $15,0002025-12-02
Julie Johnson🏢 House$PEP▼ Sell$1,001 - $15,0002025-11-13
Rich McCormick🏢 House$PEP▲ Buy$1,001 - $15,0002025-11-05
Scott DesJarlais🏢 House$PEP▼ Sell$1,001 - $15,0002025-10-28
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPEPVRTS
Forward yield3.63%7.14%
Annual dividend / share$5.69$9.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR40.4%100%
Portfolio after 10y$141.9K$50590.63M
Annual income after 10y$61,875.67$49,265,648,570.14
Total dividends collected$123.0K$50499.69M
Payment frequencyquarterlyquarterly
SectorConsumer StaplesStock
Analyst consensusHoldHold
Analyst price target$172.43$167.67

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

YearPEP PortfolioPEP Income/yrVRTS PortfolioVRTS Income/yrGap
1← crossover$10,849$509.42$12,129$1,428.57$1.3KVRTS
2$11,969$750.47$16,216$3,238.60$4.2KVRTS
3$13,500$1,124.14$25,445$8,093.62$11.9KVRTS
4$15,680$1,721.66$50,964$23,737.87$35.3KVRTS
5$18,929$2,715.34$143,400$88,868.92$124.5KVRTS
6$24,023$4,450.80$620,832$467,394.11$596.8KVRTS
7$32,510$7,669.92$4,446,571$3,782,280.18$4.41MVRTS
8$47,709$14,093.60$55,392,819$50,634,987.90$55.35MVRTS
9$77,415$28,083.48$1,238,301,169$1,179,030,852.41$1238.22MVRTS
10$141,922$61,875.67$50,590,630,820$49,265,648,570.14$50590.49MVRTS

PEP vs VRTS: Complete Analysis 2026

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 →

VRTSStock

Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.

Full VRTS 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.