HomeCompareOILGX vs SPHD

OILGX vs SPHD: Dividend Comparison 2026

OILGX yields 15.36% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 OILGX wins by $28.2K in total portfolio value
10 years
OILGX
OILGX
● Live price
15.36%
Share price
$22.76
Annual div
$3.50
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$54.7K
Annual income
$3,960.90
Full OILGX 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 — OILGX vs SPHD

📍 OILGX 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 PeriodOILGXSPHD
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, OILGX + SPHD cover 0 of 12 monthsgood coverage

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

OILGX
Annual income on $10K today (after 15% tax)
$1,305.42/yr
After 10yr DRIP, annual income (after tax)
$3,366.77/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, OILGX beats the other by $2,884.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OILGX: 50%SPHD: 50%
100% SPHD50/50100% OILGX
Portfolio after 10yr
$40.6K
Annual income
$2,264.13/yr
Blended yield
5.58%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OILGX buys
0
SPHD buys
0
No recent congressional trades found for OILGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOILGXSPHD
Forward yield15.36%4.30%
Annual dividend / share$3.50$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$54.7K$26.5K
Annual income after 10y$3,960.90$567.37
Total dividends collected$26.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearOILGX PortfolioOILGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,236$1,535.79$11,130$430.50+$1.1KOILGX
2$14,849$1,756.23$12,357$447.82+$2.5KOILGX
3$17,880$1,991.81$13,687$464.65+$4.2KOILGX
4$21,373$2,241.51$15,126$480.98+$6.2KOILGX
5$25,373$2,504.14$16,682$496.78+$8.7KOILGX
6$29,928$2,778.34$18,362$512.03+$11.6KOILGX
7$35,085$3,062.67$20,174$526.72+$14.9KOILGX
8$40,897$3,355.59$22,127$540.84+$18.8KOILGX
9$47,415$3,655.52$24,230$554.39+$23.2KOILGX
10$54,695$3,960.90$26,493$567.37+$28.2KOILGX

OILGX vs SPHD: Complete Analysis 2026

OILGXStock

The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, if any, in equity securities of large market capitalization companies. For purposes of this fund, large market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 1000 ® Growth Index. It may also invest in foreign securities, including ADRs and other depositary receipts and shares; derivatives, including futures and options; and fixed income securities, including those rated below investment grade.

Full OILGX 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.