HomeCompareOEF vs SPHD

OEF vs SPHD: Dividend Comparison 2026

OEF yields 0.98% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $5.5K in total portfolio value
10 years
OEF
OEF
● Live price
0.98%
Share price
$318.10
Annual div
$3.13
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.1K
Annual income
$104.78
Full OEF 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 — OEF vs SPHD

📍 SPHD 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 PeriodOEFSPHD
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, OEF + SPHD cover 0 of 12 monthsgood coverage

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

OEF
Annual income on $10K today (after 15% tax)
$83.56/yr
After 10yr DRIP, annual income (after tax)
$89.06/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 $396.56/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OEF: 50%SPHD: 50%
100% SPHD50/50100% OEF
Portfolio after 10yr
$23.8K
Annual income
$338.05/yr
Blended yield
1.42%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OEF buys
0
SPHD buys
0
No recent congressional trades found for OEF or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOEFSPHD
Forward yield0.98%4.33%
Annual dividend / share$3.13$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.1K$26.5K
Annual income after 10y$104.78$571.32
Total dividends collected$1.0K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearOEF PortfolioOEF Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,798$98.30$11,133$432.85$335.00SPHD
2$11,653$99.21$12,363$450.36$710.00SPHD
3$12,569$100.06$13,695$467.39$1.1KSPHD
4$13,550$100.86$15,138$483.90$1.6KSPHD
5$14,600$101.62$16,697$499.88$2.1KSPHD
6$15,724$102.33$18,382$515.31$2.7KSPHD
7$16,928$103.00$20,198$530.17$3.3KSPHD
8$18,217$103.63$22,157$544.46$3.9KSPHD
9$19,596$104.22$24,266$558.18$4.7KSPHD
10$21,073$104.78$26,536$571.32$5.5KSPHD

OEF vs SPHD: Complete Analysis 2026

OEFStock

The iShares S&P 100 ETF seeks to track the investment results of an index composed of 100 large-capitalization U.S. equities.

Full OEF 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.