HomeCompareWSMDX vs DIVO

WSMDX vs DIVO: Dividend Comparison 2026

WSMDX yields 2.84% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DIVO wins by $6.8K in total portfolio value
10 years
WSMDX
WSMDX
● Live price
2.84%
Share price
$27.15
Annual div
$0.77
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.0K
Annual income
$340.74
Full WSMDX 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 — WSMDX vs DIVO

📍 DIVO 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 PeriodWSMDXDIVO
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, WSMDX + DIVO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

WSMDX
Annual income on $10K today (after 15% tax)
$241.21/yr
After 10yr DRIP, annual income (after tax)
$289.63/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, DIVO beats the other by $544.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WSMDX: 50%DIVO: 50%
100% DIVO50/50100% WSMDX
Portfolio after 10yr
$27.3K
Annual income
$661.21/yr
Blended yield
2.42%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WSMDX buys
0
DIVO buys
0
No recent congressional trades found for WSMDX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWSMDXDIVO
Forward yield2.84%6.49%
Annual dividend / share$0.77$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.0K$30.7K
Annual income after 10y$340.74$981.68
Total dividends collected$3.1K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWSMDX PortfolioWSMDX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$10,984$283.77$11,349$649.42$365.00DIVO
2$12,044$291.30$12,833$688.83$789.00DIVO
3$13,186$298.52$14,459$727.90$1.3KDIVO
4$14,414$305.43$16,238$766.49$1.8KDIVO
5$15,735$312.04$18,179$804.47$2.4KDIVO
6$17,155$318.36$20,293$841.71$3.1KDIVO
7$18,680$324.38$22,591$878.14$3.9KDIVO
8$20,318$330.11$25,087$913.65$4.8KDIVO
9$22,075$335.56$27,791$948.18$5.7KDIVO
10$23,962$340.74$30,718$981.68$6.8KDIVO

WSMDX vs DIVO: Complete Analysis 2026

WSMDXStock

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks of small capitalized ("small cap") and medium capitalized ("mid cap") companies. It 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 small cap and mid cap domestic growth companies that are expected to exhibit quality growth characteristics.

Full WSMDX 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 WSMDX vs DIVO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

WSMDX vs SCHDWSMDX vs JEPIWSMDX vs OWSMDX vs KOWSMDX 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.