HomeCompareSHOC vs SPHD

SHOC vs SPHD: Dividend Comparison 2026

SHOC yields 0.23% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $6.5K in total portfolio value
10 years
SHOC
SHOC
● Live price
0.23%
Share price
$72.03
Annual div
$0.17
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.0K
Annual income
$23.40
Full SHOC 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 — SHOC 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 PeriodSHOCSPHD
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, SHOC + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SHOC
Annual income on $10K today (after 15% tax)
$19.59/yr
After 10yr DRIP, annual income (after tax)
$19.89/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 $465.73/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHOC: 50%SPHD: 50%
100% SPHD50/50100% SHOC
Portfolio after 10yr
$23.3K
Annual income
$297.36/yr
Blended yield
1.28%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHOC buys
0
SPHD buys
0
No recent congressional trades found for SHOC or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHOCSPHD
Forward yield0.23%4.33%
Annual dividend / share$0.17$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.0K$26.5K
Annual income after 10y$23.40$571.32
Total dividends collected$232.00$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSHOC PortfolioSHOC Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,723$23.05$11,133$432.85$410.00SPHD
2$11,497$23.10$12,363$450.36$866.00SPHD
3$12,325$23.14$13,695$467.39$1.4KSPHD
4$13,211$23.19$15,138$483.90$1.9KSPHD
5$14,159$23.23$16,697$499.88$2.5KSPHD
6$15,173$23.27$18,382$515.31$3.2KSPHD
7$16,258$23.30$20,198$530.17$3.9KSPHD
8$17,420$23.34$22,157$544.46$4.7KSPHD
9$18,662$23.37$24,266$558.18$5.6KSPHD
10$19,992$23.40$26,536$571.32$6.5KSPHD

SHOC vs SPHD: Complete Analysis 2026

SHOCStock

The index is a subset of a float-adjusted capitalization weighted index of equity securities covering approximately the largest 99% of the free-float market capitalization in the U.S. stock market stock market. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in U.S. semiconductor companies. It is non-diversified.

Full SHOC 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 SHOC vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SHOC vs SCHDSHOC vs JEPISHOC vs OSHOC vs KOSHOC 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.