HomeCompareSWFCX vs DIVO

SWFCX vs DIVO: Dividend Comparison 2026

SWFCX yields 7.70% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SWFCX wins by $2.6K in total portfolio value
10 years
SWFCX
SWFCX
● Live price
7.70%
Share price
$18.90
Annual div
$1.45
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.3K
Annual income
$1,253.05
Full SWFCX 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 — SWFCX vs DIVO

📍 SWFCX 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 PeriodSWFCXDIVO
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, SWFCX + DIVO cover 0 of 12 monthsgood coverage

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

SWFCX
Annual income on $10K today (after 15% tax)
$654.12/yr
After 10yr DRIP, annual income (after tax)
$1,065.09/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, SWFCX beats the other by $230.66/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWFCX: 50%DIVO: 50%
100% DIVO50/50100% SWFCX
Portfolio after 10yr
$32.0K
Annual income
$1,117.37/yr
Blended yield
3.49%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWFCX buys
0
DIVO buys
0
No recent congressional trades found for SWFCX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWFCXDIVO
Forward yield7.70%6.49%
Annual dividend / share$1.45$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.3K$30.7K
Annual income after 10y$1,253.05$981.68
Total dividends collected$10.2K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSWFCX PortfolioSWFCX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,470$769.55$11,349$649.42+$121.00SWFCX
2$13,097$824.90$12,833$688.83+$264.00SWFCX
3$14,894$880.34$14,459$727.90+$435.00SWFCX
4$16,873$935.64$16,238$766.49+$635.00SWFCX
5$19,044$990.57$18,179$804.47+$865.00SWFCX
6$21,422$1,044.93$20,293$841.71+$1.1KSWFCX
7$24,021$1,098.51$22,591$878.14+$1.4KSWFCX
8$26,853$1,151.15$25,087$913.65+$1.8KSWFCX
9$29,936$1,202.71$27,791$948.18+$2.1KSWFCX
10$33,284$1,253.05$30,718$981.68+$2.6KSWFCX

SWFCX vs DIVO: Complete Analysis 2026

SWFCXStock

The fund normally invests at least 80% of its assets in equity securities. It invests primarily in common stocks of companies located in or that conduct their business mainly in one or more foreign countries, which may include emerging markets. The fund will normally be invested in ten or more foreign countries and may invest up to 40% of its assets in any one country. It focuses its investments on developed foreign countries, but may invest up to 25% of its total assets in emerging markets.

Full SWFCX 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.