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WTRG vs IVZ: Dividend Comparison 2026

WTRG yields 3.30% · IVZ yields 3.61%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 WTRG wins by $115.5K in total portfolio value
10 years
WTRG
WTRG
● Live price
3.30%
Share price
$41.05
Annual div
$1.35
5Y div CAGR
43.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$140.7K
Annual income
$53,649.05
Full WTRG calculator →
IVZ
IVZ
● Live price
3.61%
Share price
$23.29
Annual div
$0.84
5Y div CAGR
-0.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.2K
Annual income
$439.96
Full IVZ calculator →

Portfolio growth — WTRG vs IVZ

📍 WTRG 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 PeriodWTRGIVZ
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, WTRG + IVZ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

WTRG
Annual income on $10K today (after 15% tax)
$280.22/yr
After 10yr DRIP, annual income (after tax)
$45,601.69/yr
IVZ
Annual income on $10K today (after 15% tax)
$306.57/yr
After 10yr DRIP, annual income (after tax)
$373.97/yr
At 15% tax rate, WTRG beats the other by $45,227.73/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of WTRG + IVZ for your $10,000?

WTRG: 50%IVZ: 50%
100% IVZ50/50100% WTRG
Portfolio after 10yr
$82.9K
Annual income
$27,044.50/yr
Blended yield
32.61%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on IVZ right now

WTRG
Analyst Ratings
9
Buy
8
Hold
1
Sell
Consensus: Buy
Price Target
$42.25
+2.9% upside vs current
Range: $38.00 — $45.00
Altman Z
1.0
Piotroski
6/9
IVZ
Analyst Ratings
12
Buy
16
Hold
Consensus: Hold
Price Target
$30.44
+30.7% upside vs current
Range: $27.00 — $34.50
Altman Z
1.0
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)

WTRG buys
2
IVZ buys
0
PoliticianChamberTickerTypeAmountDate
Lisa McClain🏢 House$WTRG▲ Buy$1,001 - $15,0002025-09-25
Dan Newhouse🏢 House$WTRG▼ Sell$1,001 - $15,0002025-04-11
Michael Patrick Guest🏢 House$WTRG▼ Sell$1,001 - $15,0002023-01-11
Susie Lee🏢 House$WTRG▼ Sell$1,001 - $15,0002020-06-04
Susie Lee🏢 House$WTRG▲ Buy$1,001 - $15,0002020-04-27
Angus King🏛 Senate$WTRG▼ Sell$1,001 - $15,0002020-03-05
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWTRGIVZ
Forward yield3.30%3.61%
Annual dividend / share$1.35$0.84
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR43.4%-0.3%
Portfolio after 10y$140.7K$25.2K
Annual income after 10y$53,649.05$439.96
Total dividends collected$110.9K$4.0K
Payment frequencyquarterlyquarterly
SectorStockStock
Analyst consensusBuyHold
Analyst price target$42.25$30.44

Year-by-year: WTRG vs IVZ ($10,000, DRIP)

YearWTRG PortfolioWTRG Income/yrIVZ PortfolioIVZ Income/yrGap
1← crossover$11,173$472.75$11,060$359.59+$113.00WTRG
2$12,663$707.87$12,204$370.56+$459.00WTRG
3$14,624$1,075.20$13,440$381.01+$1.2KWTRG
4$17,312$1,664.18$14,771$390.95+$2.5KWTRG
5$21,164$2,640.24$16,206$400.38+$5.0KWTRG
6$26,972$4,325.74$17,749$409.29+$9.2KWTRG
7$36,248$7,388.01$19,410$417.69+$16.8KWTRG
8$52,091$13,306.57$21,194$425.60+$30.9KWTRG
9$81,366$25,628.28$23,110$433.02+$58.3KWTRG
10$140,711$53,649.05$25,168$439.96+$115.5KWTRG

WTRG vs IVZ: Complete Analysis 2026

WTRGStock

Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. It offers water services through operating and maintenance contract with municipal authorities and other parties. The company also provides non-utility raw water supply services for firms in the natural gas drilling industry; and water and sewer line protection solutions, and repair services to households through a third-party. It serves approximately 7.5 million residential water, commercial water, fire protection, industrial water, wastewater, and other water and utility customers in Pennsylvania, Ohio, Texas, Illinois, North Carolina, New Jersey, Indiana, Virginia, West Virginia, and Kentucky under the Aqua and Peoples brands. The company was formerly known as Aqua America, Inc. and changed its name to Essential Utilities, Inc. in February 2020. Essential Utilities, Inc. was founded in 1886 and is headquartered in Bryn Mawr, Pennsylvania.

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IVZStock

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

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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.