HomeCompareSHDPX vs DIVO

SHDPX vs DIVO: Dividend Comparison 2026

SHDPX yields 7.92% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SHDPX wins by $3.1K in total portfolio value
10 years
SHDPX
SHDPX
● Live price
7.92%
Share price
$8.39
Annual div
$0.66
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.8K
Annual income
$1,307.59
Full SHDPX 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 — SHDPX vs DIVO

📍 SHDPX 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 PeriodSHDPXDIVO
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, SHDPX + DIVO cover 0 of 12 monthsgood coverage

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

SHDPX
Annual income on $10K today (after 15% tax)
$673.21/yr
After 10yr DRIP, annual income (after tax)
$1,111.45/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, SHDPX beats the other by $277.02/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHDPX: 50%DIVO: 50%
100% DIVO50/50100% SHDPX
Portfolio after 10yr
$32.3K
Annual income
$1,144.64/yr
Blended yield
3.55%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHDPX buys
0
DIVO buys
0
No recent congressional trades found for SHDPX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHDPXDIVO
Forward yield7.92%6.49%
Annual dividend / share$0.66$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.8K$30.7K
Annual income after 10y$1,307.59$981.68
Total dividends collected$10.5K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSHDPX PortfolioSHDPX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,492$792.01$11,349$649.42+$143.00SHDPX
2$13,147$850.64$12,833$688.83+$314.00SHDPX
3$14,977$909.48$14,459$727.90+$518.00SHDPX
4$16,994$968.28$16,238$766.49+$756.00SHDPX
5$19,210$1,026.79$18,179$804.47+$1.0KSHDPX
6$21,639$1,084.77$20,293$841.71+$1.3KSHDPX
7$24,296$1,142.02$22,591$878.14+$1.7KSHDPX
8$27,195$1,198.35$25,087$913.65+$2.1KSHDPX
9$30,352$1,253.59$27,791$948.18+$2.6KSHDPX
10$33,785$1,307.59$30,718$981.68+$3.1KSHDPX

SHDPX vs DIVO: Complete Analysis 2026

SHDPXStock

The investment seeks long-term capital appreciation and current income. Under normal circumstances, at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) are invested in equity securities of small- and mid-capitalization companies. It will invest primarily in U.S. common stocks. Although the fund will invest principally in small- and mid-capitalization companies, it may invest in companies of all market capitalizations, including large-capitalization companies.

Full SHDPX 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.