HomeCompareOVF vs SPHD

OVF vs SPHD: Dividend Comparison 2026

OVF yields 9.08% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 OVF wins by $9.9K in total portfolio value
10 years
OVF
OVF
● Live price
9.08%
Share price
$29.22
Annual div
$2.65
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.5K
Annual income
$1,609.24
Full OVF 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 — OVF vs SPHD

📍 OVF 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 PeriodOVFSPHD
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, OVF + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
OVF pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

OVF
Annual income on $10K today (after 15% tax)
$771.72/yr
After 10yr DRIP, annual income (after tax)
$1,367.85/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, OVF beats the other by $882.23/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OVF: 50%SPHD: 50%
100% SPHD50/50100% OVF
Portfolio after 10yr
$31.5K
Annual income
$1,090.28/yr
Blended yield
3.46%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OVF buys
0
SPHD buys
0
No recent congressional trades found for OVF or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOVFSPHD
Forward yield9.08%4.33%
Annual dividend / share$2.65$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.5K$26.5K
Annual income after 10y$1,609.24$571.32
Total dividends collected$12.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearOVF PortfolioOVF Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,608$907.91$11,133$432.85+$475.00OVF
2$13,405$984.94$12,363$450.36+$1.0KOVF
3$15,407$1,063.05$13,695$467.39+$1.7KOVF
4$17,627$1,141.83$15,138$483.90+$2.5KOVF
5$20,082$1,220.92$16,697$499.88+$3.4KOVF
6$22,788$1,299.96$18,382$515.31+$4.4KOVF
7$25,761$1,378.60$20,198$530.17+$5.6KOVF
8$29,021$1,456.55$22,157$544.46+$6.9KOVF
9$32,586$1,533.51$24,266$558.18+$8.3KOVF
10$36,477$1,609.24$26,536$571.32+$9.9KOVF

OVF vs SPHD: Complete Analysis 2026

OVFStock

The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by (i) investing in one or more other ETFs that seek exposure to the performance of non-U.S. equity securities (from both developed and emerging markets) or directly in the securities held by such ETFs and (ii) selling and purchasing listed short-term put options to generate income to the fund.

Full OVF 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.