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SVTMF vs ORCC: Dividend Comparison 2026

SVTMF yields 2.12% · ORCC yields 9.79%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SVTMF wins by $82.02M in total portfolio value· pulled ahead in Year 2
10 years
SVTMF
SVTMF
● Live price
2.12%
Share price
$11.00
Annual div
$0.23
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$82.04M
Annual income
$75,213,139.59
Full SVTMF calculator →
ORCC
ORCC
● Live price
9.79%
Share price
$13.48
Annual div
$1.32
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$1.04
Full ORCC calculator →

Portfolio growth — SVTMF vs ORCC

📍 SVTMF pulled ahead of the other in Year 2

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 PeriodSVTMFORCC
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, SVTMF + ORCC cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SVTMF
Annual income on $10K today (after 15% tax)
$179.89/yr
After 10yr DRIP, annual income (after tax)
$63,931,168.65/yr
ORCC
Annual income on $10K today (after 15% tax)
$832.34/yr
After 10yr DRIP, annual income (after tax)
$0.88/yr
At 15% tax rate, SVTMF beats the other by $63,931,167.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SVTMF + ORCC for your $10,000?

SVTMF: 50%ORCC: 50%
100% ORCC50/50100% SVTMF
Portfolio after 10yr
$41.03M
Annual income
$37,606,570.32/yr
Blended yield
91.65%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ORCC right now

SVTMF
No analyst data
Altman Z
1.7
Piotroski
5/9
ORCC
Analyst Ratings
9
Buy
4
Hold
1
Sell
Consensus: Buy
Price Target
$16.00
+18.7% upside vs current
Range: $16.00 — $16.00
Altman Z
0.5
Piotroski
5/9
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)

SVTMF buys
0
ORCC buys
0
No recent congressional trades found for SVTMF or ORCC in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVTMFORCC
Forward yield2.12%9.79%
Annual dividend / share$0.23$1.32
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%-50%
Portfolio after 10y$82.04M$21.4K
Annual income after 10y$75,213,139.59$1.04
Total dividends collected$81.50M$1.0K
Payment frequencyquarterlyquarterly
SectorStockBDC

Year-by-year: SVTMF vs ORCC ($10,000, DRIP)

YearSVTMF PortfolioSVTMF Income/yrORCC PortfolioORCC Income/yrGap
1$11,123$423.27$11,190$489.61$67.00ORCC
2← crossover$12,782$880.03$12,229$256.01+$553.00SVTMF
3$15,567$1,890.21$13,216$130.74+$2.4KSVTMF
4$20,959$4,302.89$14,207$66.02+$6.8KSVTMF
5$33,256$10,828.92$15,234$33.17+$18.0KSVTMF
6$67,699$32,115.54$16,317$16.62+$51.4KSVTMF
7$194,640$122,202.36$17,468$8.32+$177.2KSVTMF
8$864,979$656,714.27$18,695$4.16+$846.3KSVTMF
9$6,380,540$5,455,012.61$20,006$2.08+$6.36MSVTMF
10$82,040,318$75,213,139.59$21,407$1.04+$82.02MSVTMF

SVTMF vs ORCC: Complete Analysis 2026

SVTMFStock

SM Investments Corporation, together with its subsidiaries, engages in the property, retail, and banking and other businesses in the Philippines. The company's Property segment is involved in the mall, residential, and commercial development, as well as the operation of hotels and convention centers. This segment also develops, conducts, operates, and maintains commercial shopping centers, as well as conducts, operates, and maintains shopping center spaces, amusement centers, and cinema theaters within the shopping centers. In addition, it engages in the development and transformation of residential, commercial, entertainment, and tourism districts. As of December 31, 2021, it operated 78 malls in the Philippines with a total gross floor area (GFA) of 8.9 million square meters; and 7 malls in China with a total GFA of 1.3 million square meters. Its Retail segment is involved in the retail/wholesale trading of merchandise, such as dry goods, wearing apparels, food, and other merchandise. As of December 31, 2021, this segment operated 3,215 stores, including 68 SM stores, 61 SM supermarkets, 214 Savemore stores, 52 SM hypermarkets, 7 WalterMart stores, 1,207 Alfamart stores, and 1 Mindpro store, as well as 1,539 specialty stores. The company's Banking and Others segment engages in asset management and capital investments, as well as provision of financial services. It provides lending; deposit-taking; foreign exchange; brokering; trust and investments; credit cards; corporate cash management and remittances; leasing and financing; life insurance; and insurance and stock brokerage services, as well as investment, private, and rural banking services. This segment operates approximately a network of 1,500 branches and 4,400 ATMs. The company also invests in other sectors, such as commercial buildings, leisure, logistics, food manufacturing, and mining. SM Investments Corporation was founded in 1958 and is headquartered in Pasay City, the Philippines.

Full SVTMF Calculator →

ORCCBDC

Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.

Full ORCC 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.