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SASS vs DIVO: Dividend Comparison 2026

SASS yields 8.64% · DIVO yields 6.62%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SASS wins by $4.4K in total portfolio value
10 years
SASS
SASS
● Live price
8.64%
Share price
$23.16
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.4K
Annual income
$1,489.70
Full SASS calculator →
DIVO
DIVO
● Live price
6.62%
Share price
$44.00
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.0K
Annual income
$1,008.47
Full DIVO calculator →

Portfolio growth — SASS vs DIVO

📍 SASS 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 PeriodSASSDIVO
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, SASS + DIVO cover 0 of 12 months — good coverage

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

SASS
Annual income on $10K today (after 15% tax)
$734.02/yr
After 10yr DRIP, annual income (after tax)
$1,266.25/yr
DIVO
Annual income on $10K today (after 15% tax)
$562.67/yr
After 10yr DRIP, annual income (after tax)
$857.20/yr
At 15% tax rate, SASS beats the other by $409.05/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SASS: 50%DIVO: 50%
100% DIVO50/50100% SASS
Portfolio after 10yr
$33.2K
Annual income
$1,249.09/yr
Blended yield
3.76%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SASS buys
0
DIVO buys
0
No recent congressional trades found for SASS or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSASSDIVO
Forward yield8.64% ✓6.62%
Annual dividend / share$2.00$2.91 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.4K ✓$31.0K
Annual income after 10y$1,489.70 ✓$1,008.47
Total dividends collected$11.8K ✓$8.4K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSASS PortfolioSASS Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,564$863.56$11,362$661.96+$202.00 → SASS
2$13,306$933.25$12,860$702.91+$446.00 → SASS
3$15,241$1,003.64$14,504$743.56+$737.00 → SASS
4$17,383$1,074.39$16,303$783.73+$1.1K → SASS
5$19,745$1,145.17$18,268$823.31+$1.5K → SASS
6$22,342$1,215.68$20,408$862.17+$1.9K → SASS
7$25,192$1,285.64$22,737$900.20+$2.5K → SASS
8$28,310$1,354.78$25,266$937.31+$3.0K → SASS
9$31,715$1,422.87$28,008$973.42+$3.7K → SASS
10$35,425$1,489.70$30,977$1,008.47+$4.4K → SASS

SASS vs DIVO: Complete Analysis 2026

SASS — Stock

M.D. Sass Concentrated Equities ETF is an actively managed exchange-traded fund that seeks long-term capital appreciation by investing in a concentrated portfolio of U.S. equities selected through fundamental research.

Full SASS Calculator →

DIVO — ETF

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.