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SMGIX vs DIVO: Dividend Comparison 2026

SMGIX yields 7.83% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SMGIX wins by $2.9K in total portfolio value
10 years
SMGIX
SMGIX
● Live price
7.83%
Share price
$36.53
Annual div
$2.86
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.6K
Annual income
$1,285.65
Full SMGIX 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 — SMGIX vs DIVO

📍 SMGIX 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 PeriodSMGIXDIVO
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, SMGIX + DIVO cover 0 of 12 monthsgood coverage

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

SMGIX
Annual income on $10K today (after 15% tax)
$665.58/yr
After 10yr DRIP, annual income (after tax)
$1,092.80/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, SMGIX beats the other by $258.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMGIX: 50%DIVO: 50%
100% DIVO50/50100% SMGIX
Portfolio after 10yr
$32.2K
Annual income
$1,133.66/yr
Blended yield
3.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMGIX buys
0
DIVO buys
0
No recent congressional trades found for SMGIX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMGIXDIVO
Forward yield7.83%6.49%
Annual dividend / share$2.86$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.6K$30.7K
Annual income after 10y$1,285.65$981.68
Total dividends collected$10.4K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSMGIX PortfolioSMGIX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,483$783.04$11,349$649.42+$134.00SMGIX
2$13,127$840.34$12,833$688.83+$294.00SMGIX
3$14,944$897.81$14,459$727.90+$485.00SMGIX
4$16,945$955.20$16,238$766.49+$707.00SMGIX
5$19,144$1,012.26$18,179$804.47+$965.00SMGIX
6$21,552$1,068.78$20,293$841.71+$1.3KSMGIX
7$24,186$1,124.54$22,591$878.14+$1.6KSMGIX
8$27,058$1,179.38$25,087$913.65+$2.0KSMGIX
9$30,185$1,233.13$27,791$948.18+$2.4KSMGIX
10$33,584$1,285.65$30,718$981.68+$2.9KSMGIX

SMGIX vs DIVO: Complete Analysis 2026

SMGIXStock

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks. In addition, under normal circumstances, it invests at least 80% of its net assets in equity securities of U.S. companies that have large market capitalizations (generally over $2 billion) that the fund's investment manager believes are undervalued and have the potential for long-term growth and current income. The fund may also invest up to 20% of its net assets in foreign securities.

Full SMGIX 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.