Is SWTSX or O a better dividend investment in 2026?

SWTSX currently yields 1.18% with a 5% 5-year dividend growth rate. O yields 5.28% with 3.2% growth. The better choice depends on your goal: O offers higher current income.

What is the dividend yield difference between SWTSX and O?

SWTSX has a forward dividend yield of 1.18% ($0.18/share annually). O yields 5.28% ($3.23/share annually). The yield gap is 4.10 percentage points.

Home › Compare › SWTSX vs O

SWTSX vs O: Dividend Comparison 2026

SWTSX yields 1.18% · O yields 5.28%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 O wins by $12.9K in total portfolio value· pulled ahead in Year 2

INVESTMENT

TIME HORIZON10 years

SWTSX

● Live price

1.18%

Share price

$15.28

Annual div

$0.18

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$21.4K

Annual income

$127.54

Full SWTSX calculator →

Realty Income Corporation

● Live price

5.28%

Share price

$61.15

Annual div

$3.23

5Y div CAGR

15.1%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$34.2K

Annual income

$5,102.74

Full O calculator →

Portfolio growth — SWTSX vs O

📍 O pulled ahead of the other in Year 2

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 Period	SWTSX	O
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, SWTSX + O cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SWTSX pays

O pays

Both pay

Neither

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Tax Bracket Optimizer

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

SWTSX

Annual income on $10K today (after 15% tax)

$100.41/yr

After 10yr DRIP, annual income (after tax)

$108.41/yr

Annual income on $10K today (after 15% tax)

$449.12/yr

After 10yr DRIP, annual income (after tax)

$4,337.33/yr

At 15% tax rate, O beats the other by $4,228.92/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

What's the optimal mix of SWTSX + O for your $10,000?

SWTSX: 50%O: 50%

100% O50/50100% SWTSX

Portfolio after 10yr

$27.8K

Annual income

$2,615.14/yr

Blended yield

9.41%

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Analyst Conviction Gap

Where Wall Street is most bullish on O right now

SWTSX

No analyst data

Analyst Ratings

Buy

Hold

Sell

Consensus: Hold

Price Target

$64.00

+4.7% upside vs current

Range: $60.00 — $69.00

Altman Z

1.0

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWTSX buys

O buys

No recent congressional trades found for SWTSX or O in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSWTSXO

Forward yield	1.18%	5.28% ✓
Annual dividend / share	$0.18	$3.23 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	15.1% ✓
Portfolio after 10y	$21.4K	$34.2K ✓
Annual income after 10y	$127.54	$5,102.74 ✓
Total dividends collected	$1.2K	$20.7K ✓
Payment frequency	quarterly	monthly
Sector	Stock	REIT

Year-by-year: SWTSX vs O ($10,000, DRIP)

Year	SWTSX Portfolio	SWTSX Income/yr	O Portfolio	O Income/yr	Gap
1	$10,818	$118.13	$10,818	$608.16	$0.00 → O
2← crossover	$11,695	$119.43	$11,787	$741.68	$92.00 → O
3	$12,634	$120.66	$12,946	$911.00	$312.00 → O
4	$13,640	$121.83	$14,345	$1,127.94	$705.00 → O
5	$14,718	$122.93	$16,056	$1,409.05	$1.3K → O
6	$15,872	$123.96	$18,171	$1,777.83	$2.3K → O
7	$17,108	$124.94	$20,820	$2,268.21	$3.7K → O
8	$18,432	$125.86	$24,188	$2,929.90	$5.8K → O
9	$19,849	$126.72	$28,533	$3,837.11	$8.7K → O
10	$21,366	$127.54	$34,235	$5,102.74	$12.9K → O

SWTSX vs O: Complete Analysis 2026

SWTSX — Stock

The fund’s goal is to track the total return of the entire U.S. stock market, as measured by the Dow Jones U.S. Total Stock Market IndexSM.

Full SWTSX Calculator →

O — REIT

Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date, the company has declared 608 consecutive common stock monthly dividends throughout its 52-year operating history and increased the dividend 109 times since Realty Income's public listing in 1994 (NYSE: O). The company is a member of the S&P 500 Dividend Aristocrats index. Additional information about the company can be obtained from the corporate website at www.realtyincome.com.

Full O 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.