HomeCompareOISGX vs SPHD

OISGX vs SPHD: Dividend Comparison 2026

OISGX yields 2.78% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $2.6K in total portfolio value
10 years
OISGX
OISGX
● Live price
2.78%
Share price
$14.51
Annual div
$0.40
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.9K
Annual income
$331.90
Full OISGX 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 — OISGX 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 PeriodOISGXSPHD
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, OISGX + SPHD cover 0 of 12 monthsgood coverage

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

OISGX
Annual income on $10K today (after 15% tax)
$235.89/yr
After 10yr DRIP, annual income (after tax)
$282.11/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 $200.15/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OISGX: 50%SPHD: 50%
100% SPHD50/50100% OISGX
Portfolio after 10yr
$25.2K
Annual income
$449.63/yr
Blended yield
1.79%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OISGX buys
0
SPHD buys
0
No recent congressional trades found for OISGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOISGXSPHD
Forward yield2.78%4.30%
Annual dividend / share$0.40$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.9K$26.5K
Annual income after 10y$331.90$567.37
Total dividends collected$3.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearOISGX PortfolioOISGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,978$277.51$11,130$430.50$152.00SPHD
2$12,031$284.71$12,357$447.82$326.00SPHD
3$13,164$291.61$13,687$464.65$523.00SPHD
4$14,384$298.22$15,126$480.98$742.00SPHD
5$15,696$304.53$16,682$496.78$986.00SPHD
6$17,105$310.56$18,362$512.03$1.3KSPHD
7$18,618$316.30$20,174$526.72$1.6KSPHD
8$20,243$321.76$22,127$540.84$1.9KSPHD
9$21,987$326.96$24,230$554.39$2.2KSPHD
10$23,859$331.90$26,493$567.37$2.6KSPHD

OISGX vs SPHD: Complete Analysis 2026

OISGXStock

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-market capitalization companies (80% policy). For purposes of this fund, small-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000® Growth Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap® Growth Index.

Full OISGX 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.