HomeCompareSZOXF vs PEP

SZOXF vs PEP: Dividend Comparison 2026

SZOXF yields 28.53% · PEP yields 3.66%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $23.1K in total portfolio value· pulled ahead in Year 10
10 years
SZOXF
SZOXF
● Live price
28.53%
Share price
$7.01
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$121.6K
Annual income
$15,397.47
Full SZOXF calculator →
PEP
PepsiCo Inc.
● Live price
3.66%
Share price
$155.29
Annual div
$5.69
5Y div CAGR
40.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$144.7K
Annual income
$63,430.49
Full PEP calculator →

Portfolio growth — SZOXF vs PEP

📍 PEP pulled ahead of the other in Year 10

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 PeriodSZOXFPEP
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, SZOXF + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SZOXF
Annual income on $10K today (after 15% tax)
$2,425.11/yr
After 10yr DRIP, annual income (after tax)
$13,087.85/yr
PEP
Annual income on $10K today (after 15% tax)
$311.45/yr
After 10yr DRIP, annual income (after tax)
$53,915.92/yr
At 15% tax rate, PEP beats the other by $40,828.07/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SZOXF + PEP for your $10,000?

SZOXF: 50%PEP: 50%
100% PEP50/50100% SZOXF
Portfolio after 10yr
$133.1K
Annual income
$39,413.99/yr
Blended yield
29.61%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

SZOXF
No analyst data
PEP
Analyst Ratings
1
Strong
15
Buy
28
Hold
1
Sell
Consensus: Hold
Price Target
$172.43
+11.0% upside vs current
Range: $156.00 — $191.00
Altman Z
3.6
Piotroski
7/9
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)

SZOXF buys
0
PEP buys
0
No recent congressional trades found for SZOXF or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSZOXFPEP
Forward yield28.53%3.66%
Annual dividend / share$2.00$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$121.6K$144.7K
Annual income after 10y$15,397.47$63,430.49
Total dividends collected$81.3K$125.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: SZOXF vs PEP ($10,000, DRIP)

YearSZOXF PortfolioSZOXF Income/yrPEP PortfolioPEP Income/yrGap
1$13,553$2,853.07$10,854$514.44+$2.7KSZOXF
2$18,116$3,613.81$11,982$758.21+$6.1KSZOXF
3$23,898$4,514.37$13,526$1,136.44+$10.4KSZOXF
4$31,137$5,565.74$15,727$1,741.93+$15.4KSZOXF
5$40,093$6,777.18$19,012$2,750.28+$21.1KSZOXF
6$51,056$8,155.79$24,173$4,514.44+$26.9KSZOXF
7$64,336$9,706.30$32,789$7,793.80+$31.5KSZOXF
8$80,270$11,430.87$48,258$14,354.51+$32.0KSZOXF
9$99,218$13,328.98$78,586$28,686.63+$20.6KSZOXF
10← crossover$121,561$15,397.47$144,688$63,430.49$23.1KPEP

SZOXF vs PEP: Complete Analysis 2026

SZOXFStock

This ETN was delisted on April 11, 2019, and now trades over-the-counter on the pink sheets. As a result, shareholders should anticipate ultra-wide spreads, minimal trading volumes, and prices well above or below NAVs. SZO is, like most leveraged and inverse products, designed to provide -1x exposure to its index only with its monthly reset period. Investors holding it beyond the next monthly reset date will be subject to the effects of compoundinga dynamic that can cause the note`s performance to drift from its promised -1x exposure. The note`s index tracks a single futures contract on light sweet crude oil determined to be least influenced by contango. The index measures the changes in price of the oil futures contract, the returns from rolling those contracts over, and the cost of borrowing (collateral) as measured by the 3-month Treasury bill. Although its 75 bp fee is entirely reasonable compared with other inverse products, trading costs are of greater importance, since SZO is designed for round-trip intraday trading. To that end, the market for SZO is both shallow and wide, with very little trading volume, at too-wide spreads. Investors interested in inverse oil ETPs will find better liquidity in DNO or DTO.

Full SZOXF Calculator →

PEPConsumer Staples

PepsiCo, Inc. manufactures, markets, distributes, and sells various beverages and convenient foods worldwide. The company operates through seven segments: Frito-Lay North America; Quaker Foods North America; PepsiCo Beverages North America; Latin America; Europe; Africa, Middle East and South Asia; and Asia Pacific, Australia and New Zealand and China Region. It provides dips, cheese-flavored snacks, and spreads, as well as corn, potato, and tortilla chips; cereals, rice, pasta, mixes and syrups, granola bars, grits, oatmeal, rice cakes, simply granola, and side dishes; beverage concentrates, fountain syrups, and finished goods; ready-to-drink tea, coffee, and juices; dairy products; and sparkling water makers and related products. It serves wholesale and other distributors, foodservice customers, grocery stores, drug stores, convenience stores, discount/dollar stores, mass merchandisers, membership stores, hard discounters, e-commerce retailers and authorized independent bottlers, and others through a network of direct-store-delivery, customer warehouse, and distributor networks, as well as directly to consumers through e-commerce platforms and retailers. The company was founded in 1898 and is headquartered in Purchase, New York.

Full PEP 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.