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SVOL vs MRK: Dividend Comparison 2026

SVOL yields 23.12% · MRK yields 2.76%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SVOL wins by $31.5K in total portfolio value
10 years
SVOL
SVOL
● Live price
23.12%
Share price
$15.36
Annual div
$3.55
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$88.3K
Annual income
$9,281.66
Full SVOL calculator →
MRK
Merck & Co. Inc.
● Live price
2.76%
Share price
$120.31
Annual div
$3.32
5Y div CAGR
32.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$56.8K
Annual income
$9,798.13
Full MRK calculator →

Portfolio growth — SVOL vs MRK

📍 SVOL 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 PeriodSVOLMRK
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, SVOL + MRK cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SVOL
Annual income on $10K today (after 15% tax)
$1,965.16/yr
After 10yr DRIP, annual income (after tax)
$7,889.41/yr
MRK
Annual income on $10K today (after 15% tax)
$234.56/yr
After 10yr DRIP, annual income (after tax)
$8,328.41/yr
At 15% tax rate, MRK beats the other by $439.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SVOL + MRK for your $10,000?

SVOL: 50%MRK: 50%
100% MRK50/50100% SVOL
Portfolio after 10yr
$72.5K
Annual income
$9,539.90/yr
Blended yield
13.16%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MRK right now

SVOL
No analyst data
MRK
Analyst Ratings
25
Buy
11
Hold
1
Sell
Consensus: Buy
Price Target
$128.54
+6.8% upside vs current
Range: $100.00 — $150.00
Altman Z
4.0
Piotroski
6/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVOL buys
0
MRK buys
0
No recent congressional trades found for SVOL or MRK in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVOLMRK
Forward yield23.12%2.76%
Annual dividend / share$3.55$3.32
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%32.7%
Portfolio after 10y$88.3K$56.8K
Annual income after 10y$9,281.66$9,798.13
Total dividends collected$53.9K$28.9K
Payment frequencyquarterlyquarterly
SectorStockHealthcare

Year-by-year: SVOL vs MRK ($10,000, DRIP)

YearSVOL PortfolioSVOL Income/yrMRK PortfolioMRK Income/yrGap
1← crossover$13,012$2,311.95$11,206$366.19+$1.8KSVOL
2$16,734$2,811.49$12,650$502.35+$4.1KSVOL
3$21,285$3,379.23$14,407$694.19+$6.9KSVOL
4$26,792$4,016.97$16,585$967.82+$10.2KSVOL
5$33,393$4,725.48$19,342$1,363.89+$14.1KSVOL
6$41,235$5,504.42$22,913$1,947.19+$18.3KSVOL
7$50,473$6,352.41$27,662$2,823.89+$22.8KSVOL
8$61,274$7,267.00$34,159$4,173.35+$27.1KSVOL
9$73,808$8,244.83$43,337$6,308.80+$30.5KSVOL
10$88,256$9,281.66$56,776$9,798.13+$31.5KSVOL

SVOL vs MRK: Complete Analysis 2026

SVOLStock

The Simplify Volatility Premium ETF (SVOL) seeks to provide investment results, before fees and expenses, that correspond to approximately one-fifth to three-tenths (-0.2x to -0.3x) the inverse of the performance of the Cboe Volatility Index (VIX) short-term futures index while also seeking to mitigate extreme volatility. We believe many traditional sources of income are failing to meet investor needs in today’s low yield environment. SVOL aims to provide an attractive income stream and source of diversification while seeking to avoid risks inherent in other income-producing asset classes. The fund’s short VIX position provides investors an optimized exposure for monetizing the premium in the VIX futures market. A modest option overlay budget is then deployed into VIX call options to help protect against adverse moves in VIX.

Full SVOL Calculator →

MRKHealthcare

Merck & Co., Inc. operates as a healthcare company worldwide. It operates through two segments, Pharmaceutical and Animal Health. The Pharmaceutical segment offers human health pharmaceutical products in the areas of oncology, hospital acute care, immunology, neuroscience, virology, cardiovascular, and diabetes, as well as vaccine products, such as preventive pediatric, adolescent, and adult vaccines. The Animal Health segment discovers, develops, manufactures, and markets veterinary pharmaceuticals, vaccines, and health management solutions and services, as well as digitally connected identification, traceability, and monitoring products. It serves drug wholesalers and retailers, hospitals, and government agencies; managed health care providers, such as health maintenance organizations, pharmacy benefit managers, and other institutions; and physicians and physician distributors, veterinarians, and animal producers. The company has collaborations with AstraZeneca PLC; Bayer AG; Eisai Co., Ltd.; Ridgeback Biotherapeutics; and Gilead Sciences, Inc. to jointly develop and commercialize long-acting treatments in HIV. Merck & Co., Inc. was founded in 1891 and is headquartered in Kenilworth, New Jersey.

Full MRK 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.