HomeComparePLFRX vs DIVO

PLFRX vs DIVO: Dividend Comparison 2026

PLFRX yields 6.58% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PLFRX wins by $180.00 in total portfolio value
10 years
PLFRX
PLFRX
● Live price
6.58%
Share price
$9.21
Annual div
$0.61
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.9K
Annual income
$1,000.26
Full PLFRX 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 — PLFRX vs DIVO

📍 PLFRX 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 PeriodPLFRXDIVO
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, PLFRX + DIVO cover 0 of 12 monthsgood coverage

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

PLFRX
Annual income on $10K today (after 15% tax)
$559.41/yr
After 10yr DRIP, annual income (after tax)
$850.22/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, PLFRX beats the other by $15.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PLFRX: 50%DIVO: 50%
100% DIVO50/50100% PLFRX
Portfolio after 10yr
$30.8K
Annual income
$990.97/yr
Blended yield
3.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PLFRX buys
0
DIVO buys
0
No recent congressional trades found for PLFRX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPLFRXDIVO
Forward yield6.58%6.49%
Annual dividend / share$0.61$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.9K$30.7K
Annual income after 10y$1,000.26$981.68
Total dividends collected$8.3K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPLFRX PortfolioPLFRX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,358$658.13$11,349$649.42+$9.00PLFRX
2$12,852$698.61$12,833$688.83+$19.00PLFRX
3$14,490$738.77$14,459$727.90+$31.00PLFRX
4$16,283$778.46$16,238$766.49+$45.00PLFRX
5$18,240$817.55$18,179$804.47+$61.00PLFRX
6$20,373$855.91$20,293$841.71+$80.00PLFRX
7$22,693$893.44$22,591$878.14+$102.00PLFRX
8$25,211$930.06$25,087$913.65+$124.00PLFRX
9$27,942$965.69$27,791$948.18+$151.00PLFRX
10$30,898$1,000.26$30,718$981.68+$180.00PLFRX

PLFRX vs DIVO: Complete Analysis 2026

PLFRXStock

The investment seeks a high level of current income. The fund invests principally in income producing floating rate loans and floating rate debt securities. Under normal circumstances, it invests at least 80% of its assets in floating rate loans and floating rate debt securities. The fund may invest up to 25% of its assets in U.S. dollar denominated foreign investments, principally in developed markets. It may invest up to 20% of its assets in other types of debt instruments or securities including non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments.

Full PLFRX 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.