Is UBVFX or DIVO a better dividend investment in 2026?

UBVFX currently yields 9.22% with a 5% 5-year dividend growth rate. DIVO yields 6.49% with 5% growth. The better choice depends on your goal: UBVFX offers higher current income.

What is the dividend yield difference between UBVFX and DIVO?

UBVFX has a forward dividend yield of 9.22% ($7.45/share annually). DIVO yields 6.49% ($2.91/share annually). The yield gap is 2.73 percentage points.

Home › Compare › UBVFX vs DIVO

UBVFX vs DIVO: Dividend Comparison 2026

UBVFX yields 9.22% · DIVO yields 6.49%● Live data

vsPost on X →

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

🏆 UBVFX wins by $6.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

UBVFX

● Live price

9.22%

Share price

$80.79

Annual div

$7.45

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$36.8K

Annual income

$1,648.82

Full UBVFX calculator →

DIVO

● Live price

6.49%

Share price

$44.85

Annual div

$2.91

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$30.7K

Annual income

$981.68

Full DIVO calculator →

Portfolio growth — UBVFX vs DIVO

📍 UBVFX 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 Period	UBVFX	DIVO
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, UBVFX + DIVO cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

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Apr

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May

—

Jun

—

Jul

—

Aug

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Sep

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Oct

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Nov

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Dec

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UBVFX 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.

UBVFX

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

$783.85/yr

After 10yr DRIP, annual income (after tax)

$1,401.50/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, UBVFX beats the other by $567.07/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 UBVFX + DIVO for your $10,000?

UBVFX: 50%DIVO: 50%

100% DIVO50/50100% UBVFX

Portfolio after 10yr

$33.8K

Annual income

$1,315.25/yr

Blended yield

3.89%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UBVFX buys

DIVO buys

No recent congressional trades found for UBVFX or DIVO in the last 90 days.

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

MetricUBVFXDIVO

Forward yield	9.22% ✓	6.49%
Annual dividend / share	$7.45 ✓	$2.91
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$36.8K ✓	$30.7K
Annual income after 10y	$1,648.82 ✓	$981.68
Total dividends collected	$12.9K ✓	$8.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	UBVFX Portfolio	UBVFX Income/yr	DIVO Portfolio	DIVO Income/yr	Gap
1← crossover	$11,622	$922.17	$11,349	$649.42	+$273.00 → UBVFX
2	$13,437	$1,001.65	$12,833	$688.83	+$604.00 → UBVFX
3	$15,460	$1,082.33	$14,459	$727.90	+$1.0K → UBVFX
4	$17,706	$1,163.80	$16,238	$766.49	+$1.5K → UBVFX
5	$20,191	$1,245.68	$18,179	$804.47	+$2.0K → UBVFX
6	$22,932	$1,327.58	$20,293	$841.71	+$2.6K → UBVFX
7	$25,947	$1,409.16	$22,591	$878.14	+$3.4K → UBVFX
8	$29,253	$1,490.09	$25,087	$913.65	+$4.2K → UBVFX
9	$32,871	$1,570.06	$27,791	$948.18	+$5.1K → UBVFX
10	$36,821	$1,648.82	$30,718	$981.68	+$6.1K → UBVFX

UBVFX vs DIVO: Complete Analysis 2026

UBVFX — Stock

The fund seeks to achieve its objective by investing in common stocks of U.S. companies that the fund's sub-adviser believes have value characteristics. Such common stocks include, but are not limited to, stocks of small capitalization companies, similar to those that are included in the Russell 2000 Value Index and real estate investment trusts (REITs). In selecting stocks for the fund, the sub-adviser applies principles based on behavioral finance.

Full UBVFX 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.