HomeCompareOSCX vs SPHD

OSCX vs SPHD: Dividend Comparison 2026

OSCX yields 10.05% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 OSCX wins by $12.3K in total portfolio value
10 years
OSCX
OSCX
● Live price
10.05%
Share price
$19.91
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.9K
Annual income
$1,888.30
Full OSCX 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 — OSCX vs SPHD

📍 OSCX 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 PeriodOSCXSPHD
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, OSCX + SPHD cover 0 of 12 monthsgood coverage

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

OSCX
Annual income on $10K today (after 15% tax)
$853.86/yr
After 10yr DRIP, annual income (after tax)
$1,605.05/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, OSCX beats the other by $1,119.43/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OSCX: 50%SPHD: 50%
100% SPHD50/50100% OSCX
Portfolio after 10yr
$32.7K
Annual income
$1,229.81/yr
Blended yield
3.76%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OSCX buys
0
SPHD buys
0
No recent congressional trades found for OSCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOSCXSPHD
Forward yield10.05%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.9K$26.5K
Annual income after 10y$1,888.30$571.32
Total dividends collected$14.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearOSCX PortfolioOSCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,705$1,004.54$11,133$432.85+$572.00OSCX
2$13,623$1,098.84$12,363$450.36+$1.3KOSCX
3$15,772$1,195.26$13,695$467.39+$2.1KOSCX
4$18,169$1,293.27$15,138$483.90+$3.0KOSCX
5$20,833$1,392.38$16,697$499.88+$4.1KOSCX
6$23,783$1,492.10$18,382$515.31+$5.4KOSCX
7$27,040$1,591.98$20,198$530.17+$6.8KOSCX
8$30,625$1,691.57$22,157$544.46+$8.5KOSCX
9$34,559$1,790.46$24,266$558.18+$10.3KOSCX
10$38,866$1,888.30$26,536$571.32+$12.3KOSCX

OSCX vs SPHD: Complete Analysis 2026

OSCXStock

The Fund seeks daily investment results, before fees and expenses, of two times (200%) the daily percentage change in the share price of Oscar Health, Inc. The Fund does not seek to achieve its stated investment objective for a period other than a single trading day.

Full OSCX 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.