HomeCompareSOHI vs SPHD

SOHI vs SPHD: Dividend Comparison 2026

SOHI yields 666666.67% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SOHI wins by $8.275235618773884e+34M in total portfolio value
10 years
SOHI
SOHI
● Live price
666666.67%
Share price
$0.00
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$8.275235618773884e+34M
Annual income
$82,727,945,429,218,320,000,000,000,000,000,000,000,000.00
Full SOHI 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 — SOHI vs SPHD

📍 SOHI 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 PeriodSOHISPHD
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, SOHI + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SOHI
Annual income on $10K today (after 15% tax)
$56,666,666.67/yr
After 10yr DRIP, annual income (after tax)
$70,318,753,614,835,575,000,000,000,000,000,000,000,000.00/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, SOHI beats the other by $70,318,753,614,835,575,000,000,000,000,000,000,000,000.00/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 SOHI + SPHD for your $10,000?

SOHI: 50%SPHD: 50%
100% SPHD50/50100% SOHI
Portfolio after 10yr
$4.137617809386942e+34M
Annual income
$41,363,972,714,609,160,000,000,000,000,000,000,000,000.00/yr
Blended yield
99.97%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOHI buys
0
SPHD buys
0
No recent congressional trades found for SOHI or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOHISPHD
Forward yield666666.67%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$8.275235618773884e+34M$26.5K
Annual income after 10y$82,727,945,429,218,320,000,000,000,000,000,000,000,000.00$571.32
Total dividends collected$8.275075881065991e+34M$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSOHI PortfolioSOHI Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$66,677,367$66,666,666.67$11,133$432.85+$66.67MSOHI
2$415,506,651,117$415,435,306,334.37$12,363$450.36+$415506.64MSOHI
3$2,419,908,598,386,268$2,419,464,006,269,573.00$13,695$467.39+$2419908598.37MSOHI
4$13,171,697,643,084,456,000$13,169,108,340,884,183,000.00$15,138$483.90+$13171697643084.44MSOHI
5$67,004,927,492,790,120,000,000$66,990,833,776,312,020,000,000.00$16,697$499.88+$67004927492790120.00MSOHI
6$318,562,277,003,514,840,000,000,000$318,490,581,731,097,560,000,000,000.00$18,382$515.31+$318562277003514871808.00MSOHI
7$1,415,484,168,853,553,000,000,000,000,000$1,415,143,307,217,159,200,000,000,000,000.00$20,198$530.17+$1.415484168853553e+24MSOHI
8$5,878,130,573,362,507,000,000,000,000,000,000$5,876,616,005,301,833,000,000,000,000,000,000.00$22,157$544.46+$5.878130573362507e+27MSOHI
9$22,813,793,009,840,743,000,000,000,000,000,000,000$22,807,503,410,127,248,000,000,000,000,000,000,000.00$24,266$558.18+$2.2813793009840744e+31MSOHI
10$82,752,356,187,738,840,000,000,000,000,000,000,000,000$82,727,945,429,218,320,000,000,000,000,000,000,000,000.00$26,536$571.32+$8.275235618773884e+34MSOHI

SOHI vs SPHD: Complete Analysis 2026

SOHIStock

Sortis Holdings, Inc. intends to focus on investment in the fintech space. It also focuses on its brands in hotel and lodging, coffee, food and beverage, and beauty and wellness industries, as well as provides technology-enabled real estate lending products, private equity strategies, and advisory services. The company was formerly known as Merchants Bancorp and changed its name to Sortis Holdings, Inc. in July 2017. The company was founded in 1995 and is based in Portland, Oregon.

Full SOHI 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 →
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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.