HomeCompareWBGSX vs DIVO

WBGSX vs DIVO: Dividend Comparison 2026

WBGSX yields 49.67% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WBGSX wins by $356.7K in total portfolio value
10 years
WBGSX
WBGSX
● Live price
49.67%
Share price
$5.93
Annual div
$2.95
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$387.4K
Annual income
$78,098.25
Full WBGSX 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 — WBGSX vs DIVO

📍 WBGSX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodWBGSXDIVO
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, WBGSX + DIVO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

WBGSX
Annual income on $10K today (after 15% tax)
$4,222.13/yr
After 10yr DRIP, annual income (after tax)
$66,383.51/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, WBGSX beats the other by $65,549.08/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WBGSX: 50%DIVO: 50%
100% DIVO50/50100% WBGSX
Portfolio after 10yr
$209.1K
Annual income
$39,539.97/yr
Blended yield
18.91%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WBGSX buys
0
DIVO buys
0
No recent congressional trades found for WBGSX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWBGSXDIVO
Forward yield49.67%6.49%
Annual dividend / share$2.95$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$387.4K$30.7K
Annual income after 10y$78,098.25$981.68
Total dividends collected$308.6K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWBGSX PortfolioWBGSX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$15,667$4,967.22$11,349$649.42+$4.3KWBGSX
2$24,037$7,273.13$12,833$688.83+$11.2KWBGSX
3$36,148$10,428.62$14,459$727.90+$21.7KWBGSX
4$53,336$14,657.14$16,238$766.49+$37.1KWBGSX
5$77,281$20,211.42$18,179$804.47+$59.1KWBGSX
6$110,060$27,369.41$20,293$841.71+$89.8KWBGSX
7$154,192$36,428.32$22,591$878.14+$131.6KWBGSX
8$212,683$47,696.81$25,087$913.65+$187.6KWBGSX
9$289,056$61,485.79$27,791$948.18+$261.3KWBGSX
10$387,388$78,098.25$30,718$981.68+$356.7KWBGSX

WBGSX vs DIVO: Complete Analysis 2026

WBGSXStock

The fund invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), of U.S. growth companies of all sizes that are expected to exhibit quality growth characteristics. It invests primarily in equity securities issued by companies that typically have market capitalizations no smaller than the smallest capitalized company, and no larger than the largest capitalized company, included in the Russell 3000® Index.

Full WBGSX 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 →
📬

Get this WBGSX vs DIVO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

WBGSX vs SCHDWBGSX vs JEPIWBGSX vs OWBGSX vs KOWBGSX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.