HomeCompareROCQ vs SPHD

ROCQ vs SPHD: Dividend Comparison 2026

ROCQ yields 4.11% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $392.00 in total portfolio value
10 years
ROCQ
ROCQ
● Live price
4.11%
Share price
$48.66
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.1K
Annual income
$535.07
Full ROCQ 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 — ROCQ vs SPHD

📍 SPHD pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodROCQSPHD
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%.
📅

Dividend Calendar Overlap

Combined, ROCQ + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

ROCQ
Annual income on $10K today (after 15% tax)
$349.36/yr
After 10yr DRIP, annual income (after tax)
$454.81/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, SPHD beats the other by $30.81/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ROCQ: 50%SPHD: 50%
100% SPHD50/50100% ROCQ
Portfolio after 10yr
$26.3K
Annual income
$553.19/yr
Blended yield
2.10%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ROCQ buys
0
SPHD buys
0
No recent congressional trades found for ROCQ or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricROCQSPHD
Forward yield4.11%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$26.1K$26.5K
Annual income after 10y$535.07$571.32
Total dividends collected$4.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearROCQ PortfolioROCQ Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,111$411.02$11,133$432.85$22.00SPHD
2$12,316$426.80$12,363$450.36$47.00SPHD
3$13,620$442.13$13,695$467.39$75.00SPHD
4$15,030$456.96$15,138$483.90$108.00SPHD
5$16,554$471.29$16,697$499.88$143.00SPHD
6$18,197$485.10$18,382$515.31$185.00SPHD
7$19,970$498.38$20,198$530.17$228.00SPHD
8$21,879$511.14$22,157$544.46$278.00SPHD
9$23,933$523.37$24,266$558.18$333.00SPHD
10$26,144$535.07$26,536$571.32$392.00SPHD

ROCQ vs SPHD: Complete Analysis 2026

ROCQStock

ROCQ is actively managed and provides exposure to Nasdaq-listed equities while generating income through an options overlay strategy. It combines growth-oriented equity exposure with option writing to enhance income, which may cap some upside.

Full ROCQ 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 →
📬

Get this ROCQ vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

ROCQ vs SCHDROCQ vs JEPIROCQ vs OROCQ vs KOROCQ vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.