HomeCompareSOFX vs YUM

SOFX vs YUM: Dividend Comparison 2026

SOFX yields 38.42% · YUM yields 1.86%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SOFX wins by $104.8K 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 →
YUM
YUM
● Live price
1.86%
Share price
$154.59
Annual div
$2.88
5Y div CAGR
51.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$107.9K
Annual income
$40,443.52
Full YUM calculator →

Portfolio growth — SOFX vs YUM

📍 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 PeriodSOFXYUM
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 + YUM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SOFX pays
YUM 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
YUM
Annual income on $10K today (after 15% tax)
$158.35/yr
After 10yr DRIP, annual income (after tax)
$34,376.99/yr
At 15% tax rate, YUM beats the other by $4,837.03/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 + YUM for your $10,000?

SOFX: 50%YUM: 50%
100% YUM50/50100% SOFX
Portfolio after 10yr
$160.3K
Annual income
$37,598.21/yr
Blended yield
23.45%
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Analyst Conviction Gap

Where Wall Street is most bullish on YUM right now

SOFX
No analyst data
YUM
Analyst Ratings
18
Buy
30
Hold
3
Sell
Consensus: Hold
Price Target
$173.15
+12.0% upside vs current
Range: $158.00 — $190.00
Altman Z
2.6
Piotroski
6/9
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
YUM buys
0
No recent congressional trades found for SOFX or YUM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOFXYUM
Forward yield38.42%1.86%
Annual dividend / share$3.60$2.88
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%51.4%
Portfolio after 10y$212.7K$107.9K
Annual income after 10y$34,752.90$40,443.52
Total dividends collected$158.1K$81.2K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

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

YearSOFX PortfolioSOFX Income/yrYUM PortfolioYUM Income/yrGap
1← crossover$14,542$3,842.18$10,982$282.06+$3.6KSOFX
2$20,782$5,221.84$12,189$438.29+$8.6KSOFX
3$29,211$6,974.24$13,731$688.32+$15.5KSOFX
4$40,417$9,161.61$15,789$1,097.12+$24.6KSOFX
5$55,094$11,847.04$18,679$1,785.08+$36.4KSOFX
6$74,043$15,092.44$22,975$2,988.18+$51.1KSOFX
7$98,182$18,956.42$29,784$5,200.49+$68.4KSOFX
8$128,547$23,492.15$41,408$9,539.16+$87.1KSOFX
9$166,291$28,745.42$63,071$18,765.27+$103.2KSOFX
10$212,684$34,752.90$107,930$40,443.52+$104.8KSOFX

SOFX vs YUM: 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 →

YUMConsumer Discretionary

YUM! Brands, Inc., together with its subsidiaries, develops, operates, and franchises quick service restaurants worldwide. It operates through four segments: the KFC Division, the Taco Bell Division, the Pizza Hut Division, and the Habit Burger Grill Division. The company operates restaurants under the KFC, Pizza Hut, Taco Bell, and The Habit Burger Grill brands, which specialize in chicken, pizza, made-to-order chargrilled burgers, sandwiches, Mexican-style food categories, and other food products. As of December 31, 2021, it had 26,934 KFC units; 18,381 Pizza Hut units; 7,791 Taco Bell units; and 318 The Habit Burger Grill units in approximately 157 countries and territories. The company was formerly known as TRICON Global Restaurants, Inc. and changed its name to YUM! Brands, Inc. in May 2002. YUM! Brands, Inc. was incorporated in 1997 and is headquartered in Louisville, Kentucky.

Full YUM 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.