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UTANX vs DIVO: Dividend Comparison 2026

UTANX yields 13.55% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 UTANX wins by $18.0K in total portfolio value
10 years
UTANX
UTANX
● Live price
13.55%
Share price
$14.76
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.8K
Annual income
$3,142.89
Full UTANX 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 — UTANX vs DIVO

📍 UTANX 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 PeriodUTANXDIVO
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, UTANX + DIVO cover 0 of 12 monthsgood coverage

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

UTANX
Annual income on $10K today (after 15% tax)
$1,151.93/yr
After 10yr DRIP, annual income (after tax)
$2,671.46/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, UTANX beats the other by $1,837.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

UTANX: 50%DIVO: 50%
100% DIVO50/50100% UTANX
Portfolio after 10yr
$39.7K
Annual income
$2,062.29/yr
Blended yield
5.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UTANX buys
0
DIVO buys
0
No recent congressional trades found for UTANX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUTANXDIVO
Forward yield13.55%6.49%
Annual dividend / share$2.00$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$48.8K$30.7K
Annual income after 10y$3,142.89$981.68
Total dividends collected$22.2K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearUTANX PortfolioUTANX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$12,055$1,355.21$11,349$649.42+$706.00UTANX
2$14,426$1,526.85$12,833$688.83+$1.6KUTANX
3$17,143$1,707.58$14,459$727.90+$2.7KUTANX
4$20,240$1,896.48$16,238$766.49+$4.0KUTANX
5$23,749$2,092.56$18,179$804.47+$5.6KUTANX
6$27,706$2,294.75$20,293$841.71+$7.4KUTANX
7$32,148$2,501.97$22,591$878.14+$9.6KUTANX
8$37,111$2,713.13$25,087$913.65+$12.0KUTANX
9$42,636$2,927.12$27,791$948.18+$14.8KUTANX
10$48,764$3,142.89$30,718$981.68+$18.0KUTANX

UTANX vs DIVO: Complete Analysis 2026

UTANXStock

A target‐date investment option designed for investors whose expected enrollment or retirement date falls around 2040/2041 — the asset allocation is roughly ~65% equities and ~35% fixed income

Full UTANX 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.