HomeCompareSMCIX vs DIVO

SMCIX vs DIVO: Dividend Comparison 2026

SMCIX yields 9.18% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SMCIX wins by $6.0K in total portfolio value
10 years
SMCIX
SMCIX
● Live price
9.18%
Share price
$21.06
Annual div
$1.93
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.7K
Annual income
$1,636.63
Full SMCIX 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 — SMCIX vs DIVO

📍 SMCIX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSMCIXDIVO
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%.
📅

Dividend Calendar Overlap

Combined, SMCIX + DIVO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SMCIX
Annual income on $10K today (after 15% tax)
$780.13/yr
After 10yr DRIP, annual income (after tax)
$1,391.14/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, SMCIX beats the other by $556.71/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMCIX: 50%DIVO: 50%
100% DIVO50/50100% SMCIX
Portfolio after 10yr
$33.7K
Annual income
$1,309.16/yr
Blended yield
3.88%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMCIX buys
0
DIVO buys
0
No recent congressional trades found for SMCIX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMCIXDIVO
Forward yield9.18%6.49%
Annual dividend / share$1.93$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.7K$30.7K
Annual income after 10y$1,636.63$981.68
Total dividends collected$12.8K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSMCIX PortfolioSMCIX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,618$917.80$11,349$649.42+$269.00SMCIX
2$13,428$996.53$12,833$688.83+$595.00SMCIX
3$15,444$1,076.41$14,459$727.90+$985.00SMCIX
4$17,682$1,157.06$16,238$766.49+$1.4KSMCIX
5$20,158$1,238.07$18,179$804.47+$2.0KSMCIX
6$22,888$1,319.09$20,293$841.71+$2.6KSMCIX
7$25,890$1,399.76$22,591$878.14+$3.3KSMCIX
8$29,182$1,479.77$25,087$913.65+$4.1KSMCIX
9$32,784$1,558.81$27,791$948.18+$5.0KSMCIX
10$36,715$1,636.63$30,718$981.68+$6.0KSMCIX

SMCIX vs DIVO: Complete Analysis 2026

SMCIXStock

The S&P SmallCap 600 Index includes common stocks of 600 small U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the S&P SmallCap 600 Index so that the weighting of each stock in the portfolio approximates the index. The fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks.

Full SMCIX 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 →
📬

Get this SMCIX vs DIVO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SMCIX vs SCHDSMCIX vs JEPISMCIX vs OSMCIX vs KOSMCIX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.