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SIMGX vs DIVO: Dividend Comparison 2026

SIMGX yields 20.16% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SIMGX wins by $43.0K in total portfolio value
10 years
SIMGX
SIMGX
● Live price
20.16%
Share price
$9.92
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$73.7K
Annual income
$6,855.71
Full SIMGX 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 — SIMGX vs DIVO

📍 SIMGX 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 PeriodSIMGXDIVO
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, SIMGX + DIVO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SIMGX pays
DIVO pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SIMGX
Annual income on $10K today (after 15% tax)
$1,713.71/yr
After 10yr DRIP, annual income (after tax)
$5,827.35/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, SIMGX beats the other by $4,992.93/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SIMGX: 50%DIVO: 50%
100% DIVO50/50100% SIMGX
Portfolio after 10yr
$52.2K
Annual income
$3,918.70/yr
Blended yield
7.50%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SIMGX buys
0
DIVO buys
0
No recent congressional trades found for SIMGX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSIMGXDIVO
Forward yield20.16%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$73.7K$30.7K
Annual income after 10y$6,855.71$981.68
Total dividends collected$42.1K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSIMGX PortfolioSIMGX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$12,716$2,016.13$11,349$649.42+$1.4KSIMGX
2$16,002$2,396.01$12,833$688.83+$3.2KSIMGX
3$19,940$2,817.94$14,459$727.90+$5.5KSIMGX
4$24,618$3,281.71$16,238$766.49+$8.4KSIMGX
5$30,128$3,786.47$18,179$804.47+$11.9KSIMGX
6$36,567$4,330.76$20,293$841.71+$16.3KSIMGX
7$44,040$4,912.57$22,591$878.14+$21.4KSIMGX
8$52,652$5,529.37$25,087$913.65+$27.6KSIMGX
9$62,516$6,178.19$27,791$948.18+$34.7KSIMGX
10$73,747$6,855.71$30,718$981.68+$43.0KSIMGX

SIMGX vs DIVO: Complete Analysis 2026

SIMGXStock

The fund invests approximately 75% of its net assets in funds that are advised by Dimensional Fund Advisors LP and that, in turn, the Adviser believes establish a globally diversified equity investment portfolio. The fund will invest in funds that by the terms of their prospectuses invest in, and/or provide exposure to, several countries which may include the U.S., although the advisor generally will attempt to invest at least 40% of its net assets in funds that invest in the securities of issuers based, primarily operated and/or listed outside of the U.S.

Full SIMGX 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.