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SVFAX vs DIVO: Dividend Comparison 2026

SVFAX yields 1.57% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DIVO wins by $8.8K in total portfolio value
10 years
SVFAX
SVFAX
● Live price
1.57%
Share price
$87.77
Annual div
$1.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.9K
Annual income
$173.26
Full SVFAX 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 — SVFAX vs DIVO

📍 DIVO 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 PeriodSVFAXDIVO
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, SVFAX + DIVO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SVFAX
Annual income on $10K today (after 15% tax)
$133.07/yr
After 10yr DRIP, annual income (after tax)
$147.27/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, DIVO beats the other by $687.16/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SVFAX: 50%DIVO: 50%
100% DIVO50/50100% SVFAX
Portfolio after 10yr
$26.3K
Annual income
$577.47/yr
Blended yield
2.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVFAX buys
0
DIVO buys
0
No recent congressional trades found for SVFAX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVFAXDIVO
Forward yield1.57%6.49%
Annual dividend / share$1.37$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.9K$30.7K
Annual income after 10y$173.26$981.68
Total dividends collected$1.7K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSVFAX PortfolioSVFAX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$10,857$156.55$11,349$649.42$492.00DIVO
2$11,775$158.84$12,833$688.83$1.1KDIVO
3$12,761$161.01$14,459$727.90$1.7KDIVO
4$13,817$163.07$16,238$766.49$2.4KDIVO
5$14,949$165.02$18,179$804.47$3.2KDIVO
6$16,162$166.86$20,293$841.71$4.1KDIVO
7$17,462$168.60$22,591$878.14$5.1KDIVO
8$18,855$170.25$25,087$913.65$6.2KDIVO
9$20,347$171.80$27,791$948.18$7.4KDIVO
10$21,944$173.26$30,718$981.68$8.8KDIVO

SVFAX vs DIVO: Complete Analysis 2026

SVFAXStock

The investment seeks long-term capital appreciation. To achieve its investment objective, the fund will maintain approximately 25-30 companies in its portfolio and will invest in the common stocks of large capitalization ("large-cap") U.S. companies. The fund's manager considers large-cap companies to be those publicly traded U.S. companies with capitalizations exceeding $5 billion. It is non-diversified.

Full SVFAX 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.