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SHGTX vs DIVO: Dividend Comparison 2026

SHGTX yields 8.06% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SHGTX wins by $3.4K in total portfolio value
10 years
SHGTX
SHGTX
● Live price
8.06%
Share price
$95.04
Annual div
$7.66
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.1K
Annual income
$1,342.22
Full SHGTX 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 — SHGTX vs DIVO

📍 SHGTX 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 PeriodSHGTXDIVO
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, SHGTX + DIVO cover 0 of 12 monthsgood coverage

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

SHGTX
Annual income on $10K today (after 15% tax)
$685.11/yr
After 10yr DRIP, annual income (after tax)
$1,140.89/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, SHGTX beats the other by $306.46/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHGTX: 50%DIVO: 50%
100% DIVO50/50100% SHGTX
Portfolio after 10yr
$32.4K
Annual income
$1,161.95/yr
Blended yield
3.59%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHGTX buys
0
DIVO buys
0
No recent congressional trades found for SHGTX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHGTXDIVO
Forward yield8.06%6.49%
Annual dividend / share$7.66$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.1K$30.7K
Annual income after 10y$1,342.22$981.68
Total dividends collected$10.8K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSHGTX PortfolioSHGTX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,506$806.02$11,349$649.42+$157.00SHGTX
2$13,178$866.73$12,833$688.83+$345.00SHGTX
3$15,028$927.75$14,459$727.90+$569.00SHGTX
4$17,069$988.79$16,238$766.49+$831.00SHGTX
5$19,314$1,049.60$18,179$804.47+$1.1KSHGTX
6$21,775$1,109.91$20,293$841.71+$1.5KSHGTX
7$24,469$1,169.53$22,591$878.14+$1.9KSHGTX
8$27,410$1,228.23$25,087$913.65+$2.3KSHGTX
9$30,615$1,285.85$27,791$948.18+$2.8KSHGTX
10$34,100$1,342.22$30,718$981.68+$3.4KSHGTX

SHGTX vs DIVO: Complete Analysis 2026

SHGTXStock

The fund generally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of U.S. and non-U.S. companies with business operations in technology and technology-related industries. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. exchanges or have been formed under the laws of non-U.S. countries. The fund is non-diversified.

Full SHGTX 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.