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THLEF vs MCD: Dividend Comparison 2026

THLEF yields 1.40% · MCD yields 2.34%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 THLEF wins by $15.02M in total portfolio value
10 years
THLEF
THLEF
● Live price
1.40%
Share price
$307.87
Annual div
$4.31
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$15.10M
Annual income
$13,279,736.93
Full THLEF calculator →
MCD
McDonald's Corporation
● Live price
2.34%
Share price
$310.79
Annual div
$7.26
5Y div CAGR
42.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$77.7K
Annual income
$25,833.37
Full MCD calculator →

Portfolio growth — THLEF vs MCD

📍 THLEF 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 PeriodTHLEFMCD
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, THLEF + MCD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

THLEF
Annual income on $10K today (after 15% tax)
$118.97/yr
After 10yr DRIP, annual income (after tax)
$11,287,776.39/yr
MCD
Annual income on $10K today (after 15% tax)
$198.56/yr
After 10yr DRIP, annual income (after tax)
$21,958.36/yr
At 15% tax rate, THLEF beats the other by $11,265,818.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of THLEF + MCD for your $10,000?

THLEF: 50%MCD: 50%
100% MCD50/50100% THLEF
Portfolio after 10yr
$7.59M
Annual income
$6,652,785.16/yr
Blended yield
87.65%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MCD right now

THLEF
No analyst data
Altman Z
2.5
Piotroski
8/9
MCD
Analyst Ratings
37
Buy
23
Hold
1
Sell
Consensus: Buy
Price Target
$351.76
+13.2% upside vs current
Range: $320.00 — $385.00
Altman Z
4.9
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

THLEF buys
0
MCD buys
0
No recent congressional trades found for THLEF or MCD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTHLEFMCD
Forward yield1.40%2.34%
Annual dividend / share$4.31$7.26
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%42.3%
Portfolio after 10y$15.10M$77.7K
Annual income after 10y$13,279,736.93$25,833.37
Total dividends collected$14.93M$57.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

Year-by-year: THLEF vs MCD ($10,000, DRIP)

YearTHLEF PortfolioTHLEF Income/yrMCD PortfolioMCD Income/yrGap
1← crossover$10,980$279.93$10,812$332.41+$168.00THLEF
2$12,323$574.52$11,819$488.02+$504.00THLEF
3$14,391$1,205.22$13,111$724.37+$1.3KTHLEF
4$18,029$2,630.77$14,832$1,091.05+$3.2KTHLEF
5$25,451$6,160.46$17,219$1,675.85+$8.2KTHLEF
6$43,489$16,255.51$20,688$2,641.85+$22.8KTHLEF
7$98,450$51,916.94$25,990$4,309.70+$72.5KTHLEF
8$325,023$219,681.98$34,590$7,351.77+$290.4KTHLEF
9$1,703,402$1,355,627.56$49,535$13,285.25+$1.65MTHLEF
10$15,102,378$13,279,736.93$77,746$25,833.37+$15.02MTHLEF

THLEF vs MCD: Complete Analysis 2026

THLEFStock

Thales S.A. provides various solutions for civilian and military customers in the aeronautics, space, defense, security, ground transportation, and digital security markets worldwide. It operates through Aerospace, Transport, Defence & Security, and Digital Identity & Security segments. The company offers communications, command, and control systems; mission services and support; protection and mission/combat systems; surveillance, detection, and intelligence systems; training and simulation solutions for air, land, naval, and joint forces; and digital identity and security solutions. It also provides air traffic management solutions; flight decks and avionics equipment and functions; in-flight entertainment and connectivity systems and services; electrical systems; aerospace training solutions; navigation solutions; support and services for avionics equipment; and vision systems. In addition, the company designs, operates, and delivers satellite-based systems for telecommunications, navigation, earth observation, environmental management, exploration, and science and orbital infrastructures; signaling, communications and supervision, and fare collection management systems and related services; cybersecurity and railway digitalization systems; and main line rail, and urban and intermodal mobility solutions. Further, it provides solutions for various markets and applications, including radiology, radio frequency, microwave sources, training and simulation solutions, lasers, and microelectronics solutions for science, industry, space, defense, automotive, railways, and energy conversion platforms. Thales S.A. has a strategic agreement with Google LLC. The company was formerly known as Thomson-CSF and changed its name to Thales S.A. in 2000. Thales S.A. was founded in 1893 and is headquartered in Courbevoie, France.

Full THLEF Calculator →

MCDConsumer Discretionary

McDonald's Corporation operates and franchises McDonald's restaurants in the United States and internationally. Its restaurants offer hamburgers and cheeseburgers, chicken sandwiches and nuggets, wraps, fries, salads, oatmeal, shakes, desserts, sundaes, soft serve cones, bakery items, soft drinks, coffee, and beverages and other beverages, as well as breakfast menu, including biscuit and bagel sandwiches, breakfast burritos, hotcakes, and other sandwiches. As of December 31, 2021, the company operated 40,031 restaurants. McDonald's Corporation was founded in 1940 and is headquartered in Chicago, Illinois.

Full MCD 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.