HomeCompareOIFIX vs SPHD

OIFIX vs SPHD: Dividend Comparison 2026

OIFIX yields 3.89% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $745.00 in total portfolio value
10 years
OIFIX
OIFIX
● Live price
3.89%
Share price
$8.24
Annual div
$0.32
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.7K
Annual income
$498.89
Full OIFIX 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 — OIFIX 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 PeriodOIFIXSPHD
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, OIFIX + SPHD cover 0 of 12 monthsgood coverage

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

OIFIX
Annual income on $10K today (after 15% tax)
$330.38/yr
After 10yr DRIP, annual income (after tax)
$424.06/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, SPHD beats the other by $58.21/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OIFIX: 50%SPHD: 50%
100% SPHD50/50100% OIFIX
Portfolio after 10yr
$26.1K
Annual income
$533.12/yr
Blended yield
2.04%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OIFIX buys
0
SPHD buys
0
No recent congressional trades found for OIFIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOIFIXSPHD
Forward yield3.89%4.30%
Annual dividend / share$0.32$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.7K$26.5K
Annual income after 10y$498.89$567.37
Total dividends collected$4.5K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearOIFIX PortfolioOIFIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,089$388.68$11,130$430.50$41.00SPHD
2$12,268$402.80$12,357$447.82$89.00SPHD
3$13,543$416.47$13,687$464.65$144.00SPHD
4$14,921$429.68$15,126$480.98$205.00SPHD
5$16,407$442.42$16,682$496.78$275.00SPHD
6$18,011$454.69$18,362$512.03$351.00SPHD
7$19,738$466.46$20,174$526.72$436.00SPHD
8$21,597$477.75$22,127$540.84$530.00SPHD
9$23,598$488.56$24,230$554.39$632.00SPHD
10$25,748$498.89$26,493$567.37$745.00SPHD

OIFIX vs SPHD: Complete Analysis 2026

OIFIXStock

Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in fixed income securities (80% policy). The adviser focuses on securities issued or guaranteed by the U.S. government or its agencies or instrumentalities, corporate debt securities, taxable and tax-exempt municipal securities, and mortgage-backed and asset-backed securities.

Full OIFIX 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.