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SOFX vs SBUX: Dividend Comparison 2026

SOFX yields 38.42% · SBUX yields 2.84%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SOFX wins by $45.7K 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 →
SBUX
SBUX
● Live price
2.84%
Share price
$86.72
Annual div
$2.46
5Y div CAGR
48.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$167.0K
Annual income
$71,136.45
Full SBUX calculator →

Portfolio growth — SOFX vs SBUX

📍 SOFX 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 PeriodSOFXSBUX
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, SOFX + SBUX cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SOFX pays
SBUX pays
Both pay
Neither
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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
SBUX
Annual income on $10K today (after 15% tax)
$241.12/yr
After 10yr DRIP, annual income (after tax)
$60,465.98/yr
At 15% tax rate, SBUX beats the other by $30,926.02/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

SOFX: 50%SBUX: 50%
100% SBUX50/50100% SOFX
Portfolio after 10yr
$189.8K
Annual income
$52,944.68/yr
Blended yield
27.89%
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Analyst Conviction Gap

Where Wall Street is most bullish on SBUX right now

SOFX
No analyst data
SBUX
Analyst Ratings
28
Buy
27
Hold
3
Sell
Consensus: Buy
Price Target
$104.00
+19.9% upside vs current
Range: $90.00 — $120.00
Altman Z
2.6
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOFX buys
0
SBUX buys
0
No recent congressional trades found for SOFX or SBUX in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOFXSBUX
Forward yield38.42%2.84%
Annual dividend / share$3.60$2.46
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%48.3%
Portfolio after 10y$212.7K$167.0K
Annual income after 10y$34,752.90$71,136.45
Total dividends collected$158.1K$136.4K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

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

YearSOFX PortfolioSOFX Income/yrSBUX PortfolioSBUX Income/yrGap
1← crossover$14,542$3,842.18$11,121$420.68+$3.4KSOFX
2$20,782$5,221.84$12,548$648.40+$8.2KSOFX
3$29,211$6,974.24$14,440$1,013.98+$14.8KSOFX
4$40,417$9,161.61$17,068$1,617.30+$23.3KSOFX
5$55,094$11,847.04$20,912$2,649.52+$34.2KSOFX
6$74,043$15,092.44$26,875$4,499.29+$47.2KSOFX
7$98,182$18,956.42$36,771$8,014.12+$61.4KSOFX
8$128,547$23,492.15$54,542$15,197.11+$74.0KSOFX
9$166,291$28,745.42$89,602$31,242.49+$76.7KSOFX
10$212,684$34,752.90$167,011$71,136.45+$45.7KSOFX

SOFX vs SBUX: 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 →

SBUXConsumer Discretionary

Starbucks Corporation, together with its subsidiaries, operates as a roaster, marketer, and retailer of specialty coffee worldwide. The company operates through three segments: North America, International, and Channel Development. Its stores offer coffee and tea beverages, roasted whole beans and ground coffees, single serve products, and ready-to-drink beverages; and various food products, such as pastries, breakfast sandwiches, and lunch items. The company also licenses its trademarks through licensed stores, and grocery and foodservice accounts. The company offers its products under the Starbucks, Teavana, Seattle's Best Coffee, Evolution Fresh, Ethos, Starbucks Reserve, and Princi brands. As of October 3, 2021, it operated 16,826 company-operated and licensed stores in North America; and 17,007 company-operated and licensed stores internationally. The company was founded in 1971 and is based in Seattle, Washington.

Full SBUX 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.