HomeCompareUSAX vs O

USAX vs O: Dividend Comparison 2026

USAX yields 17.29% · O yields 5.28%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 USAX wins by $27.5K in total portfolio value
10 years
USAX
USAX
● Live price
17.29%
Share price
$11.57
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$61.7K
Annual income
$4,986.69
Full USAX calculator →
O
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 — USAX vs O

📍 USAX 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 PeriodUSAXO
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, USAX + O cover 0 of 12 monthsgood coverage

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

USAX
Annual income on $10K today (after 15% tax)
$1,469.32/yr
After 10yr DRIP, annual income (after tax)
$4,238.69/yr
O
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 $98.64/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 USAX + O for your $10,000?

USAX: 50%O: 50%
100% O50/50100% USAX
Portfolio after 10yr
$48.0K
Annual income
$5,044.71/yr
Blended yield
10.51%
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Analyst Conviction Gap

Where Wall Street is most bullish on O right now

USAX
No analyst data
O
Analyst Ratings
13
Buy
18
Hold
3
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

USAX buys
0
O buys
0
No recent congressional trades found for USAX or O in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUSAXO
Forward yield17.29%5.28%
Annual dividend / share$2.00$3.23
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.1%
Portfolio after 10y$61.7K$34.2K
Annual income after 10y$4,986.69$5,102.74
Total dividends collected$32.4K$20.7K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearUSAX PortfolioUSAX Income/yrO PortfolioO Income/yrGap
1← crossover$12,429$1,728.61$10,818$608.16+$1.6KUSAX
2$15,306$2,007.87$11,787$741.68+$3.5KUSAX
3$18,689$2,311.02$12,946$911.00+$5.7KUSAX
4$22,634$2,637.12$14,345$1,127.94+$8.3KUSAX
5$27,204$2,984.89$16,056$1,409.05+$11.1KUSAX
6$32,461$3,352.77$18,171$1,777.83+$14.3KUSAX
7$38,472$3,738.96$20,820$2,268.21+$17.7KUSAX
8$45,306$4,141.46$24,188$2,929.90+$21.1KUSAX
9$53,036$4,558.11$28,533$3,837.11+$24.5KUSAX
10$61,735$4,986.69$34,235$5,102.74+$27.5KUSAX

USAX vs O: Complete Analysis 2026

USAXStock

USAX is a short-term tactical tool that aims to deliver twice (200%) the daily performance of USA Rare Earth, Inc. (USAR), before fees and expenses. The fund primarily enters into total return swap agreements with major global financial institutions that mirror USARs daily returns. In case swaps are unavailable or less efficient, the fund may use FLEX call options or directly hold USAR stock. Purchasers holding shares for longer than a day will need to monitor and rebalance their position frequently to attempt to achieve the 2x multiple. Purchasers should conduct their own individual stock research prior to initiating a position and trade with conviction. Due to the complexities of the product, shares tend to perform as anticipated only when the underlying shares are trending, and holders are on the positive corresponding side of that trade. The remaining cash is invested in collaterals such as US Treasuries, money market funds, or short-term corporate debt.

Full USAX Calculator →

OREIT

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.