HomeCompareSOFX vs MCD

SOFX vs MCD: Dividend Comparison 2026

SOFX yields 38.42% · MCD yields 2.35%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SOFX wins by $134.1K in total portfolio value
10 years
SOFX
SOFX
● Live price
38.42%
Share price
$9.37
Annual div
$3.60
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$212.7K
Annual income
$34,752.90
Full SOFX calculator →
MCD
McDonald's Corporation
● Live price
2.35%
Share price
$308.53
Annual div
$7.26
5Y div CAGR
42.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$78.5K
Annual income
$26,227.70
Full MCD calculator →

Portfolio growth — SOFX vs MCD

📍 SOFX 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 PeriodSOFXMCD
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, SOFX + MCD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SOFX
Annual income on $10K today (after 15% tax)
$3,265.85/yr
After 10yr DRIP, annual income (after tax)
$29,539.97/yr
MCD
Annual income on $10K today (after 15% tax)
$200.01/yr
After 10yr DRIP, annual income (after tax)
$22,293.55/yr
At 15% tax rate, SOFX beats the other by $7,246.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SOFX + MCD for your $10,000?

SOFX: 50%MCD: 50%
100% MCD50/50100% SOFX
Portfolio after 10yr
$145.6K
Annual income
$30,490.30/yr
Blended yield
20.94%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MCD right now

SOFX
No analyst data
MCD
Analyst Ratings
37
Buy
23
Hold
1
Sell
Consensus: Buy
Price Target
$351.76
+14.0% upside vs current
Range: $320.00 — $385.00
Altman Z
4.9
Piotroski
5/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOFX buys
0
MCD buys
0
No recent congressional trades found for SOFX or MCD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOFXMCD
Forward yield38.42%2.35%
Annual dividend / share$3.60$7.26
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%42.3%
Portfolio after 10y$212.7K$78.5K
Annual income after 10y$34,752.90$26,227.70
Total dividends collected$158.1K$58.5K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

Year-by-year: SOFX vs MCD ($10,000, DRIP)

YearSOFX PortfolioSOFX Income/yrMCD PortfolioMCD Income/yrGap
1← crossover$14,542$3,842.18$10,815$334.85+$3.7KSOFX
2$20,782$5,221.84$11,826$491.71+$9.0KSOFX
3$29,211$6,974.24$13,123$730.06+$16.1KSOFX
4$40,417$9,161.61$14,853$1,100.07+$25.6KSOFX
5$55,094$11,847.04$17,257$1,690.61+$37.8KSOFX
6$74,043$15,092.44$20,752$2,667.01+$53.3KSOFX
7$98,182$18,956.42$26,103$4,354.83+$72.1KSOFX
8$128,547$23,492.15$34,794$7,437.78+$93.8KSOFX
9$166,291$28,745.42$49,926$13,461.60+$116.4KSOFX
10$212,684$34,752.90$78,550$26,227.70+$134.1KSOFX

SOFX vs MCD: Complete Analysis 2026

SOFXStock

SOFX uses swap agreements to make bullish bets on SoFi Technologies, Inc. (SOFI) share price. SOFI is an American personal finance and financial technology company that provides various financial services. The fund seeks to maintain daily leveraged exposure equivalent to 200% of the daily percentage change in SOFI's share price through daily rebalancing. As a leveraged product, it is designed for short-term tactical use, not as a long-term investment vehicle. Returns may deviate from the expected 2x if held longer than a single day due to factors like volatility and compounding effects. This strategy is high-risk and does not incorporate a defensive position. SOFX could potentially lose value over time, even if SOFI's performance is strong. It is expected to invest in US Government securities, money market funds, short-term bond ETFs, and corporate debt as collateral.

Full SOFX Calculator →

MCDConsumer Discretionary

McDonald's Corporation operates and franchises McDonald's restaurants in the United States and internationally. Its restaurants offer hamburgers and cheeseburgers, chicken sandwiches and nuggets, wraps, fries, salads, oatmeal, shakes, desserts, sundaes, soft serve cones, bakery items, soft drinks, coffee, and beverages and other beverages, as well as breakfast menu, including biscuit and bagel sandwiches, breakfast burritos, hotcakes, and other sandwiches. As of December 31, 2021, the company operated 40,031 restaurants. McDonald's Corporation was founded in 1940 and is headquartered in Chicago, Illinois.

Full MCD Calculator →
📬

Get this SOFX vs MCD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SOFX vs SCHDSOFX vs JEPISOFX vs OSOFX vs KOSOFX vs MAINSOFX vs YUMSOFX vs QSRSOFX vs SBUX

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