HomeCompareOTRGX vs SPHD

OTRGX vs SPHD: Dividend Comparison 2026

OTRGX yields 11.98% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 OTRGX wins by $17.6K in total portfolio value
10 years
OTRGX
OTRGX
● Live price
11.98%
Share price
$50.86
Annual div
$6.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.1K
Annual income
$2,529.48
Full OTRGX 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 — OTRGX vs SPHD

📍 OTRGX 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 PeriodOTRGXSPHD
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, OTRGX + SPHD cover 0 of 12 monthsgood coverage

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

OTRGX
Annual income on $10K today (after 15% tax)
$1,018.13/yr
After 10yr DRIP, annual income (after tax)
$2,150.06/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, OTRGX beats the other by $1,667.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OTRGX: 50%SPHD: 50%
100% SPHD50/50100% OTRGX
Portfolio after 10yr
$35.3K
Annual income
$1,548.42/yr
Blended yield
4.39%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OTRGX buys
0
SPHD buys
0
No recent congressional trades found for OTRGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOTRGXSPHD
Forward yield11.98%4.30%
Annual dividend / share$6.09$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$44.1K$26.5K
Annual income after 10y$2,529.48$567.37
Total dividends collected$18.5K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearOTRGX PortfolioOTRGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,898$1,197.80$11,130$430.50+$768.00OTRGX
2$14,063$1,331.88$12,357$447.82+$1.7KOTRGX
3$16,518$1,471.23$13,687$464.65+$2.8KOTRGX
4$19,289$1,615.08$15,126$480.98+$4.2KOTRGX
5$22,402$1,762.66$16,682$496.78+$5.7KOTRGX
6$25,884$1,913.19$18,362$512.03+$7.5KOTRGX
7$29,762$2,065.90$20,174$526.72+$9.6KOTRGX
8$34,065$2,220.00$22,127$540.84+$11.9KOTRGX
9$38,824$2,374.76$24,230$554.39+$14.6KOTRGX
10$44,071$2,529.48$26,493$567.37+$17.6KOTRGX

OTRGX vs SPHD: Complete Analysis 2026

OTRGXStock

The sub-adviser seeks to achieve the fund's investment objective by investing long-or-short primarily in stocks, bonds and commodities using the sub-adviser's technical and risk control strategies. The fund may invest 100% of its assets in ETFs and or mutual funds.

Full OTRGX 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.