DIVO (DIVO)
Diversified Equity • Large Value
Market Cap: $5.70B
Last updated: Sep 01, 2026 at 5:00 PM ET
Dividends
Dividend Metrics
Growth
DIVO (DIVO)
Large Value • USA
Sector Allocations
Note: Total allocation shown is 86.6%. Some sectors may not be classified.
Technical Indicators
Simple Moving Averages
Exponential Moving Averages
Holdings (32)
Related GNG Research
I'm 31. Here's How I Would Retire Today On A 5% Yield That Grows Faster Than Inflation
Retire if your portfolio produces a 5.0% net cash yield that grows faster than inflation, start by translating your annual spending into a required yield rather than chasing a headline portfolio size The 4% rule was stress-tested for ~30-year retirements - a 31‑year‑old faces 60 years of risk, and sequence-of-returns risk means selling into early drawdowns permanently impairs future income Inflation math matters - at 3% inflation a static income loses ~26% of purchasing power in 10 years and ~45% in 20, so prioritize yield coupled with dividend or distribution growth, not just high nominal yield Live inputs: SCHD yields ~3.2% with dividends compounding ~8.7% CAGR over 5 years; MAIN yields ~6.1% regular (~7.9% with supplements) with +3.9% YoY raises; AMLP yields ~8% and distributions rose ~17% since 2024 Practical portfolio rule - target ~5% cash yield via a blend of dividend-growth ETFs and selected higher-yield instruments, spend only generated cash to avoid share sales, and tilt to inflation-linked sectors like energy
Double-Digit Income? My Ultimate Covered Call ETF Guide
NEOS IAUI: ~13% headline distribution vs <2% 30-day SEC yield, gap from option premiums and return of capital, you receive sold upside not dividend income Covered calls harvest the volatility risk premium - higher implied volatility yields larger premiums, so JEPQ > JEPI in premium size; IAUI can post double-digit distributions High realized volatility and whipsaws hurt covered-call returns - e.g., $100 to $85 to $100 with new calls at $88 leaves you behind despite premiums, loss hides in capped recoveries Strike and coverage drive outcomes - QYLD writes ATM on 100% for very high yield and almost no upside; DIVO writes OTM on a fraction of the book, yields ~5%, 1-yr TR ~15%, CAGR ~12% since 2016, beta ~0.66 Due diligence: compare distribution rate, 30-day SEC yield, and total return; read 19a-1 notices and watch NAV to distinguish destructive vs tax-classified RoC.
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