HomeCompareSGIEX vs DIVO

SGIEX vs DIVO: Dividend Comparison 2026

SGIEX yields 6.57% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SGIEX wins by $166.00 in total portfolio value
10 years
SGIEX
SGIEX
● Live price
6.57%
Share price
$30.42
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.9K
Annual income
$998.82
Full SGIEX 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 — SGIEX vs DIVO

📍 SGIEX 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 PeriodSGIEXDIVO
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, SGIEX + DIVO cover 0 of 12 monthsgood coverage

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

SGIEX
Annual income on $10K today (after 15% tax)
$558.84/yr
After 10yr DRIP, annual income (after tax)
$849.00/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, SGIEX beats the other by $14.57/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGIEX: 50%DIVO: 50%
100% DIVO50/50100% SGIEX
Portfolio after 10yr
$30.8K
Annual income
$990.25/yr
Blended yield
3.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGIEX buys
0
DIVO buys
0
No recent congressional trades found for SGIEX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGIEXDIVO
Forward yield6.57%6.49%
Annual dividend / share$2.00$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$998.82$981.68
Total dividends collected$8.3K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSGIEX PortfolioSGIEX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,357$657.46$11,349$649.42+$8.00SGIEX
2$12,850$697.86$12,833$688.83+$17.00SGIEX
3$14,488$737.93$14,459$727.90+$29.00SGIEX
4$16,279$777.54$16,238$766.49+$41.00SGIEX
5$18,236$816.54$18,179$804.47+$57.00SGIEX
6$20,367$854.81$20,293$841.71+$74.00SGIEX
7$22,685$892.26$22,591$878.14+$94.00SGIEX
8$25,202$928.80$25,087$913.65+$115.00SGIEX
9$27,930$964.34$27,791$948.18+$139.00SGIEX
10$30,884$998.82$30,718$981.68+$166.00SGIEX

SGIEX vs DIVO: Complete Analysis 2026

SGIEXStock

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks. In addition, under normal circumstances, it invests at least 80% of its net assets in equity securities of U.S. companies that have large market capitalizations (generally over $2 billion) that the fund's investment manager believes are undervalued and have the potential for long-term growth and current income. The fund may also invest up to 20% of its net assets in foreign securities.

Full SGIEX 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.