HomeCompareCOFYX vs SPHD

COFYX vs SPHD: Dividend Comparison 2026

COFYX yields 7.70% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 COFYX wins by $6.8K in total portfolio value
10 years
COFYX
COFYX
● Live price
7.70%
Share price
$37.72
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.3K
Annual income
$1,254.62
Full COFYX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — COFYX vs SPHD

📍 COFYX 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 PeriodCOFYXSPHD
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, COFYX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
COFYX pays
SPHD pays
Both pay
Neither
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Tax Bracket Optimizer

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

COFYX
Annual income on $10K today (after 15% tax)
$654.67/yr
After 10yr DRIP, annual income (after tax)
$1,066.43/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, COFYX beats the other by $584.16/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of COFYX + SPHD for your $10,000?

COFYX: 50%SPHD: 50%
100% SPHD50/50100% COFYX
Portfolio after 10yr
$29.9K
Annual income
$910.99/yr
Blended yield
3.05%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

COFYX buys
0
SPHD buys
0
No recent congressional trades found for COFYX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCOFYXSPHD
Forward yield7.70%4.30%
Annual dividend / share$2.91$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.3K$26.5K
Annual income after 10y$1,254.62$567.37
Total dividends collected$10.2K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: COFYX vs SPHD ($10,000, DRIP)

YearCOFYX PortfolioCOFYX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,470$770.20$11,130$430.50+$340.00COFYX
2$13,099$825.64$12,357$447.82+$742.00COFYX
3$14,897$881.18$13,687$464.65+$1.2KCOFYX
4$16,876$936.59$15,126$480.98+$1.8KCOFYX
5$19,049$991.62$16,682$496.78+$2.4KCOFYX
6$21,429$1,046.07$18,362$512.03+$3.1KCOFYX
7$24,028$1,099.76$20,174$526.72+$3.9KCOFYX
8$26,863$1,152.51$22,127$540.84+$4.7KCOFYX
9$29,948$1,204.17$24,230$554.39+$5.7KCOFYX
10$33,298$1,254.62$26,493$567.37+$6.8KCOFYX

COFYX vs SPHD: Complete Analysis 2026

COFYXStock

The investment seeks total return, consisting of long-term capital appreciation and current income. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks. In addition, under normal circumstances, it invests at least 80% of its net assets in equity securities of U.S. companies that have large market capitalizations (generally over $2 billion) that the fund's investment manager believes are undervalued and have the potential for long-term growth and current income. The fund may also invest up to 20% of its net assets in foreign securities.

Full COFYX Calculator →

SPHDETF

The Invesco S&P 500 High Dividend Low Volatility ETF (Fund) is based on the S&P 500 Low Volatility High Dividend Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. Standard & Poor's compiles, maintains and calculates the Index, which is composed of 50 securities traded on the S&P 500 Index that historically have provided high dividend yields and low volatility. The Fund and the Index are rebalanced and reconstituted semi-annually, in January and July.

Full SPHD 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.