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SWMCX vs DIVO: Dividend Comparison 2026

SWMCX yields 2.15% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DIVO wins by $7.9K in total portfolio value
10 years
SWMCX
SWMCX
● Live price
2.15%
Share price
$14.20
Annual div
$0.31
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.9K
Annual income
$247.61
Full SWMCX 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 — SWMCX 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 PeriodSWMCXDIVO
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, SWMCX + DIVO cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

SWMCX
Annual income on $10K today (after 15% tax)
$183.11/yr
After 10yr DRIP, annual income (after tax)
$210.47/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 $623.96/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWMCX: 50%DIVO: 50%
100% DIVO50/50100% SWMCX
Portfolio after 10yr
$26.8K
Annual income
$614.64/yr
Blended yield
2.29%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWMCX buys
0
DIVO buys
0
No recent congressional trades found for SWMCX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWMCXDIVO
Forward yield2.15%6.49% ✓
Annual dividend / share$0.31$2.91 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.9K$30.7K ✓
Annual income after 10y$247.61$981.68 ✓
Total dividends collected$2.3K$8.2K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSWMCX PortfolioSWMCX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$10,915$215.42$11,349$649.42$434.00 → DIVO
2$11,899$219.76$12,833$688.83$934.00 → DIVO
3$12,956$223.89$14,459$727.90$1.5K → DIVO
4$14,091$227.83$16,238$766.49$2.1K → DIVO
5$15,309$231.58$18,179$804.47$2.9K → DIVO
6$16,616$235.13$20,293$841.71$3.7K → DIVO
7$18,017$238.51$22,591$878.14$4.6K → DIVO
8$19,520$241.71$25,087$913.65$5.6K → DIVO
9$21,131$244.74$27,791$948.18$6.7K → DIVO
10$22,858$247.61$30,718$981.68$7.9K → DIVO

SWMCX vs DIVO: Complete Analysis 2026

SWMCX — Stock

The fund's goal is to track the performance of a benchmark index that measures the total return of mid-capitalization U.S. stocks.

Full SWMCX Calculator →

DIVO — ETF

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.