HomeCompareOCAT vs SPHD

OCAT vs SPHD: Dividend Comparison 2026

OCAT yields 23.61% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 OCAT wins by $64.4K in total portfolio value
10 years
OCAT
OCAT
● Live price
23.61%
Share price
$8.47
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$90.9K
Annual income
$9,742.86
Full OCAT 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 — OCAT vs SPHD

📍 OCAT 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 PeriodOCATSPHD
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, OCAT + SPHD cover 0 of 12 monthsgood coverage

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

OCAT
Annual income on $10K today (after 15% tax)
$2,007.08/yr
After 10yr DRIP, annual income (after tax)
$8,281.43/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, OCAT beats the other by $7,795.81/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OCAT: 50%SPHD: 50%
100% SPHD50/50100% OCAT
Portfolio after 10yr
$58.7K
Annual income
$5,157.09/yr
Blended yield
8.78%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OCAT buys
0
SPHD buys
0
No recent congressional trades found for OCAT or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOCATSPHD
Forward yield23.61%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$90.9K$26.5K
Annual income after 10y$9,742.86$571.32
Total dividends collected$56.1K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearOCAT PortfolioOCAT Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$13,061$2,361.28$11,133$432.85+$1.9KOCAT
2$16,858$2,882.36$12,363$450.36+$4.5KOCAT
3$21,515$3,476.83$13,695$467.39+$7.8KOCAT
4$27,168$4,146.99$15,138$483.90+$12.0KOCAT
5$33,964$4,894.03$16,697$499.88+$17.3KOCAT
6$42,059$5,717.97$18,382$515.31+$23.7KOCAT
7$51,621$6,617.64$20,198$530.17+$31.4KOCAT
8$62,825$7,590.75$22,157$544.46+$40.7KOCAT
9$75,857$8,633.94$24,266$558.18+$51.6KOCAT
10$90,910$9,742.86$26,536$571.32+$64.4KOCAT

OCAT vs SPHD: Complete Analysis 2026

OCATStock

OCAT is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in OCAT shares.

Full OCAT 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.