HomeCompareCOSIX vs SPHD

COSIX vs SPHD: Dividend Comparison 2026

COSIX yields 5.01% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 COSIX wins by $1.3K in total portfolio value
10 years
COSIX
COSIX
● Live price
5.01%
Share price
$21.75
Annual div
$1.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.8K
Annual income
$690.95
Full COSIX 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 — COSIX vs SPHD

📍 COSIX 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 PeriodCOSIXSPHD
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, COSIX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

COSIX
Annual income on $10K today (after 15% tax)
$426.17/yr
After 10yr DRIP, annual income (after tax)
$587.31/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, COSIX beats the other by $105.04/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

COSIX: 50%SPHD: 50%
100% SPHD50/50100% COSIX
Portfolio after 10yr
$27.1K
Annual income
$629.15/yr
Blended yield
2.32%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

COSIX buys
0
SPHD buys
0
No recent congressional trades found for COSIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCOSIXSPHD
Forward yield5.01%4.30%
Annual dividend / share$1.09$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.8K$26.5K
Annual income after 10y$690.95$567.37
Total dividends collected$6.0K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCOSIX PortfolioCOSIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,201$501.38$11,130$430.50+$71.00COSIX
2$12,510$524.87$12,357$447.82+$153.00COSIX
3$13,934$547.86$13,687$464.65+$247.00COSIX
4$15,480$570.28$15,126$480.98+$354.00COSIX
5$17,155$592.09$16,682$496.78+$473.00COSIX
6$18,969$613.26$18,362$512.03+$607.00COSIX
7$20,931$633.75$20,174$526.72+$757.00COSIX
8$23,050$653.54$22,127$540.84+$923.00COSIX
9$25,336$672.61$24,230$554.39+$1.1KCOSIX
10$27,800$690.95$26,493$567.37+$1.3KCOSIX

COSIX vs SPHD: Complete Analysis 2026

COSIXStock

The investment seeks total return, consisting of current income and capital appreciation. Under normal circumstances, the fund has substantial exposure to fixed-income/debt markets. It may invest in U.S. government bonds and notes, U.S. and international bonds and notes, investment grade corporate (or similar) bonds and notes, mortgage- and other asset-backed securities, high yield (i.e., junk) instruments, floating rate loans and other floating rate debt securities, inflation-protected/linked securities, convertible securities, cash/cash equivalents, as well as foreign government, sovereign and quasi-sovereign debt investments.

Full COSIX 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.