HomeCompareSGIIX vs DIVO

SGIIX vs DIVO: Dividend Comparison 2026

SGIIX yields 9.44% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SGIIX wins by $6.6K in total portfolio value
10 years
SGIIX
SGIIX
● Live price
9.44%
Share price
$82.46
Annual div
$7.79
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.4K
Annual income
$1,711.39
Full SGIIX 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 — SGIIX vs DIVO

📍 SGIIX 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 PeriodSGIIXDIVO
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, SGIIX + DIVO cover 0 of 12 monthsgood coverage

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

SGIIX
Annual income on $10K today (after 15% tax)
$802.69/yr
After 10yr DRIP, annual income (after tax)
$1,454.68/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, SGIIX beats the other by $620.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGIIX: 50%DIVO: 50%
100% DIVO50/50100% SGIIX
Portfolio after 10yr
$34.0K
Annual income
$1,346.54/yr
Blended yield
3.96%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGIIX buys
0
DIVO buys
0
No recent congressional trades found for SGIIX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGIIXDIVO
Forward yield9.44%6.49%
Annual dividend / share$7.79$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$37.4K$30.7K
Annual income after 10y$1,711.39$981.68
Total dividends collected$13.3K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSGIIX PortfolioSGIIX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,644$944.34$11,349$649.42+$295.00SGIIX
2$13,487$1,027.68$12,833$688.83+$654.00SGIIX
3$15,544$1,112.44$14,459$727.90+$1.1KSGIIX
4$17,830$1,198.20$16,238$766.49+$1.6KSGIIX
5$20,363$1,284.52$18,179$804.47+$2.2KSGIIX
6$23,159$1,371.01$20,293$841.71+$2.9KSGIIX
7$26,237$1,457.28$22,591$878.14+$3.6KSGIIX
8$29,617$1,542.98$25,087$913.65+$4.5KSGIIX
9$33,318$1,627.78$27,791$948.18+$5.5KSGIIX
10$37,362$1,711.39$30,718$981.68+$6.6KSGIIX

SGIIX vs DIVO: Complete Analysis 2026

SGIIXStock

The fund normally invests its assets primarily in common stocks (and securities convertible into common stocks) of U.S. and foreign companies. Investment decisions for the fund are made without regard to the capitalization (size) of the companies in which it invests. The fund may invest in any size company, including large, medium and smaller companies. It may also invest in debt instruments without regard to credit rating or time to maturity, short-term debt instruments, gold and other precious metals, and futures contracts related to precious metals.

Full SGIIX 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.