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OCSI vs SPHD: Dividend Comparison 2026

OCSI yields 69.21% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 OCSI wins by $7.6K in total portfolio value
10 years
OCSI
OCSI
● Live price
69.21%
Share price
$8.51
Annual div
$5.89
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.1K
Annual income
$11.71
Full OCSI 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 — OCSI vs SPHD

📍 OCSI 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 PeriodOCSISPHD
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, OCSI + SPHD cover 0 of 12 monthsgood coverage

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

OCSI
Annual income on $10K today (after 15% tax)
$5,883.08/yr
After 10yr DRIP, annual income (after tax)
$9.95/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, SPHD beats the other by $475.67/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

OCSI: 50%SPHD: 50%
100% SPHD50/50100% OCSI
Portfolio after 10yr
$30.3K
Annual income
$291.52/yr
Blended yield
0.96%
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Analyst Conviction Gap

Where Wall Street is split right now

OCSI
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
0.5
Piotroski
6/9
SPHD
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OCSI buys
0
SPHD buys
0
No recent congressional trades found for OCSI or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOCSISPHD
Forward yield69.21%4.33%
Annual dividend / share$5.89$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$34.1K$26.5K
Annual income after 10y$11.71$571.32
Total dividends collected$8.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearOCSI PortfolioOCSI Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$14,161$3,460.63$11,133$432.85+$3.0KOCSI
2$17,442$2,289.94$12,363$450.36+$5.1KOCSI
3$19,981$1,318.01$13,695$467.39+$6.3KOCSI
4$22,085$705.55$15,138$483.90+$6.9KOCSI
5$23,995$364.42$16,697$499.88+$7.3KOCSI
6$25,860$185.02$18,382$515.31+$7.5KOCSI
7$27,763$93.18$20,198$530.17+$7.6KOCSI
8$29,754$46.74$22,157$544.46+$7.6KOCSI
9$31,860$23.41$24,266$558.18+$7.6KOCSI
10$34,102$11.71$26,536$571.32+$7.6KOCSI

OCSI vs SPHD: Complete Analysis 2026

OCSIStock

Fifth Street Senior Floating Rate Corp. is a business development company specializing in providing financing solutions in the form of floating rate senior secured loans to mid-sized companies.

Full OCSI 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.