HomeCompareSTMGX vs DIVO

STMGX vs DIVO: Dividend Comparison 2026

STMGX yields 35.63% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 STMGX wins by $151.5K in total portfolio value
10 years
STMGX
STMGX
● Live price
35.63%
Share price
$24.68
Annual div
$8.79
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$182.2K
Annual income
$27,944.92
Full STMGX 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 — STMGX vs DIVO

📍 STMGX 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 PeriodSTMGXDIVO
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, STMGX + DIVO cover 0 of 12 monthsgood coverage

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

STMGX
Annual income on $10K today (after 15% tax)
$3,028.69/yr
After 10yr DRIP, annual income (after tax)
$23,753.18/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, STMGX beats the other by $22,918.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

STMGX: 50%DIVO: 50%
100% DIVO50/50100% STMGX
Portfolio after 10yr
$106.5K
Annual income
$14,463.30/yr
Blended yield
13.58%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

STMGX buys
0
DIVO buys
0
No recent congressional trades found for STMGX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSTMGXDIVO
Forward yield35.63%6.49%
Annual dividend / share$8.79$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$182.2K$30.7K
Annual income after 10y$27,944.92$981.68
Total dividends collected$132.2K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSTMGX PortfolioSTMGX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$14,263$3,563.17$11,349$649.42+$2.9KSTMGX
2$20,011$4,749.73$12,833$688.83+$7.2KSTMGX
3$27,640$6,227.94$14,459$727.90+$13.2KSTMGX
4$37,614$8,039.40$16,238$766.49+$21.4KSTMGX
5$50,472$10,224.77$18,179$804.47+$32.3KSTMGX
6$66,827$12,822.37$20,293$841.71+$46.5KSTMGX
7$87,372$15,866.77$22,591$878.14+$64.8KSTMGX
8$112,876$19,387.55$25,087$913.65+$87.8KSTMGX
9$144,185$23,408.13$27,791$948.18+$116.4KSTMGX
10$182,223$27,944.92$30,718$981.68+$151.5KSTMGX

STMGX vs DIVO: Complete Analysis 2026

STMGXStock

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of medium capitalization companies. The fund's manager considers a company to be a medium capitalization company if it has a market capitalization (stock market worth), at the time of investment, between $1 billion and the market capitalization of the largest company in the Russell Midcap® Index.

Full STMGX 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.