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SXMAX vs DIVO: Dividend Comparison 2026

SXMAX yields 15.19% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SXMAX wins by $23.4K in total portfolio value
10 years
SXMAX
SXMAX
● Live price
15.19%
Share price
$16.01
Annual div
$2.43
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$54.1K
Annual income
$3,878.63
Full SXMAX 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 — SXMAX vs DIVO

📍 SXMAX 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 PeriodSXMAXDIVO
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, SXMAX + DIVO cover 0 of 12 monthsgood coverage

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

SXMAX
Annual income on $10K today (after 15% tax)
$1,291.03/yr
After 10yr DRIP, annual income (after tax)
$3,296.84/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, SXMAX beats the other by $2,462.41/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SXMAX: 50%DIVO: 50%
100% DIVO50/50100% SXMAX
Portfolio after 10yr
$42.4K
Annual income
$2,430.16/yr
Blended yield
5.73%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SXMAX buys
0
DIVO buys
0
No recent congressional trades found for SXMAX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSXMAXDIVO
Forward yield15.19%6.49%
Annual dividend / share$2.43$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$54.1K$30.7K
Annual income after 10y$3,878.63$981.68
Total dividends collected$26.4K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSXMAX PortfolioSXMAX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$12,219$1,518.86$11,349$649.42+$870.00SXMAX
2$14,809$1,734.47$12,833$688.83+$2.0KSXMAX
3$17,810$1,964.57$14,459$727.90+$3.4KSXMAX
4$21,265$2,208.14$16,238$766.49+$5.0KSXMAX
5$25,217$2,464.01$18,179$804.47+$7.0KSXMAX
6$29,713$2,730.84$20,293$841.71+$9.4KSXMAX
7$34,800$3,007.22$22,591$878.14+$12.2KSXMAX
8$40,528$3,291.67$25,087$913.65+$15.4KSXMAX
9$46,948$3,582.65$27,791$948.18+$19.2KSXMAX
10$54,113$3,878.63$30,718$981.68+$23.4KSXMAX

SXMAX vs DIVO: Complete Analysis 2026

SXMAXStock

The investment seeks to provide the opportunity for capital appreciation with some opportunity to generate income. The fund invests in other SEI Funds, each of which has its own investment goal (the Underlying SEI Funds), that form the non-underlying muni bond fund component of the GoalLink Strategy. The Underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes. The fund's assets may be diversified across underlying SEI equity funds, bond and money market funds, and real estate funds.

Full SXMAX 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.