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KRSOX vs SPHD: Dividend Comparison 2026

KRSOX yields 4.87% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 KRSOX wins by $998.00 in total portfolio value
10 years
KRSOX
KRSOX
● Live price
4.87%
Share price
$23.16
Annual div
$1.13
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.5K
Annual income
$665.41
Full KRSOX calculator →
SPHD
SPHD
● Live price
4.33%
Share price
$49.34
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$571.32
Full SPHD calculator →

Portfolio growth — KRSOX vs SPHD

📍 KRSOX 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 PeriodKRSOXSPHD
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, KRSOX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
KRSOX 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.

KRSOX
Annual income on $10K today (after 15% tax)
$414.10/yr
After 10yr DRIP, annual income (after tax)
$565.60/yr
SPHD
Annual income on $10K today (after 15% tax)
$367.92/yr
After 10yr DRIP, annual income (after tax)
$485.62/yr
At 15% tax rate, KRSOX beats the other by $79.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

KRSOX: 50%SPHD: 50%
100% SPHD50/50100% KRSOX
Portfolio after 10yr
$27.0K
Annual income
$618.37/yr
Blended yield
2.29%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

KRSOX buys
0
SPHD buys
0
No recent congressional trades found for KRSOX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricKRSOXSPHD
Forward yield4.87%4.33%
Annual dividend / share$1.13$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.5K$26.5K
Annual income after 10y$665.41$571.32
Total dividends collected$5.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearKRSOX PortfolioKRSOX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,187$487.18$11,133$432.85+$54.00KRSOX
2$12,480$509.36$12,363$450.36+$117.00KRSOX
3$13,884$531.03$13,695$467.39+$189.00KRSOX
4$15,408$552.15$15,138$483.90+$270.00KRSOX
5$17,060$572.67$16,697$499.88+$363.00KRSOX
6$18,846$592.56$18,382$515.31+$464.00KRSOX
7$20,777$611.80$20,198$530.17+$579.00KRSOX
8$22,862$630.36$22,157$544.46+$705.00KRSOX
9$25,111$648.23$24,266$558.18+$845.00KRSOX
10$27,534$665.41$26,536$571.32+$998.00KRSOX

KRSOX vs SPHD: Complete Analysis 2026

KRSOXStock

A non-diversified, closed‑end management investment company structured as a REIT, managed by KKR. It invests at least 80% in stabilized, income-generating commercial real estate, single-tenant assets, and private real estate debt/preferred equity. Class U shares include a sales load typically via broker commissions.

Full KRSOX 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.