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VIG vs WSO: Dividend Comparison 2026

VIG yields 1.64% · WSO yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WSO wins by $1.98M in total portfolio value· pulled ahead in Year 2
10 years
VIG
Vanguard Dividend Appreciation ETF
● Live price
1.64%
Share price
$210.70
Annual div
$3.45
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.4K
Annual income
$179.15
Full VIG calculator →
WSO
WSO
● Live price
3.44%
Share price
$348.91
Annual div
$12.00
5Y div CAGR
65%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2.01M
Annual income
$1,453,019.57
Full WSO calculator →

Portfolio growth — VIG vs WSO

📍 WSO pulled ahead of the other in Year 2

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 PeriodVIGWSO
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, VIG + WSO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

VIG
Annual income on $10K today (after 15% tax)
$139.33/yr
After 10yr DRIP, annual income (after tax)
$152.28/yr
WSO
Annual income on $10K today (after 15% tax)
$292.34/yr
After 10yr DRIP, annual income (after tax)
$1,235,066.63/yr
At 15% tax rate, WSO beats the other by $1,234,914.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of VIG + WSO for your $10,000?

VIG: 50%WSO: 50%
100% WSO50/50100% VIG
Portfolio after 10yr
$1.02M
Annual income
$726,599.36/yr
Blended yield
71.20%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on WSO right now

VIG
No analyst data
WSO
Analyst Ratings
8
Buy
16
Hold
2
Sell
Consensus: Hold
Price Target
$378.50
+8.5% upside vs current
Range: $349.00 — $425.00
Altman Z
10.0
Piotroski
6/9
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)

VIG buys
0
WSO buys
0
No recent congressional trades found for VIG or WSO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVIGWSO
Forward yield1.64%3.44%
Annual dividend / share$3.45$12.00
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%65%
Portfolio after 10y$32.4K$2.01M
Annual income after 10y$179.15$1,453,019.57
Total dividends collected$1.7K$1.93M
Payment frequencyquarterlyquarterly
SectorETFStock

Year-by-year: VIG vs WSO ($10,000, DRIP)

YearVIG PortfolioVIG Income/yrWSO PortfolioWSO Income/yrGap
1$11,304$163.92$11,267$567.48+$37.00VIG
2← crossover$12,759$166.33$13,042$986.00$283.00WSO
3$14,382$168.52$15,715$1,759.96$1.3KWSO
4$16,192$170.52$20,085$3,270.17$3.9KWSO
5$18,210$172.34$27,936$6,445.13$9.7KWSO
6$20,460$173.98$43,716$13,823.69$23.3KWSO
7$22,968$175.48$80,133$33,357.25$57.2KWSO
8$25,763$176.83$180,032$94,289.78$154.3KWSO
9$28,878$178.05$519,300$326,665.44$490.4KWSO
10$32,350$179.15$2,008,670$1,453,019.57$1.98MWSO

VIG vs WSO: Complete Analysis 2026

VIGETF

Seeks to track the performance of the S&P U.S. Dividend Growers Index.Passively managed, full-replication approach.Fund remains fully invested.Large-cap equity, emphasizing stocks with a record of growing their dividends year over year.Low expenses minimize net tracking error.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.

Full VIG Calculator →

WSOStock

Watsco, Inc., together with its subsidiaries, distributes air conditioning, heating, refrigeration equipment, and related parts and supplies. The company distributes equipment comprising residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment. It also offers parts, including replacement compressors, evaporator coils, motors, and other component parts; and supplies, such as thermostats, insulation materials, refrigerants, ductworks, grills, registers, sheet metals, tools, copper tubing, concrete pads, tapes, adhesives, and other ancillary supplies, as well as plumbing and bathroom remodeling supplies. The company serves contractors and dealers that service the replacement and new construction markets for residential and light commercial central air conditioning, heating, and refrigeration systems. As of December 31, 2021, it operated from 671 locations in the United States, Canada, Mexico, and Puerto Rico, as well as exports its products to Latin America and the Caribbean Basin. Watsco, Inc. was founded in 1945 and is headquartered in Miami, Florida.

Full WSO 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.