HomeCompareSOHO vs SPHD

SOHO vs SPHD: Dividend Comparison 2026

SOHO yields 88.89% · SPHD yields 4.00%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SOHO wins by $11.2K in total portfolio value
10 years
SOHO
SOHO
● Live price
88.89%
Share price
$2.25
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.2K
Annual income
$17.29
Full SOHO calculator →
SPHD
SPHD
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full SPHD calculator →

Portfolio growth — SOHO vs SPHD

📍 SOHO 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 PeriodSOHOSPHD
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, SOHO + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SOHO pays
SPHD pays
Both pay
Neither
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Tax Bracket Optimizer

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

SOHO
Annual income on $10K today (after 15% tax)
$7,555.56/yr
After 10yr DRIP, annual income (after tax)
$14.70/yr
SPHD
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, SPHD beats the other by $749.62/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 SOHO + SPHD for your $10,000?

SOHO: 50%SPHD: 50%
100% SPHD50/50100% SOHO
Portfolio after 10yr
$33.6K
Annual income
$458.25/yr
Blended yield
1.36%
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Analyst Conviction Gap

Where Wall Street is most bullish on SOHO right now

SOHO
Analyst Ratings
2
Buy
3
Hold
1
Sell
Consensus: Hold
Altman Z
0.3
Piotroski
3/9
SPHD
No analyst data
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)

SOHO buys
0
SPHD buys
0
PoliticianChamberTickerTypeAmountDate
Lance Gooden🏢 House$SOHO▼ Sell$1,001 - $15,0002024-07-23
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOHOSPHD
Forward yield88.89%4.00%
Annual dividend / share$2.00$2.00
Payout ratio50%50%
1-year div growth0%5%
5-year div CAGR-50%5%
Portfolio after 10y$39.2K$28.0K
Annual income after 10y$17.29$899.19
Total dividends collected$11.6K$6.4K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSOHO PortfolioSOHO Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$15,144$4,444.44$11,120$420.00+$4.0KSOHO
2$19,350$3,145.26$12,357$458.31+$7.0KSOHO
3$22,582$1,877.88$13,721$499.76+$8.9KSOHO
4$25,187$1,024.10$15,227$544.58+$10.0KSOHO
5$27,484$533.75$16,885$593.02+$10.6KSOHO
6$29,680$272.16$18,713$645.34+$11.0KSOHO
7$31,895$137.34$20,724$701.81+$11.2KSOHO
8$34,196$68.97$22,938$762.73+$11.3KSOHO
9$36,625$34.55$25,372$828.41+$11.3KSOHO
10$39,206$17.29$28,047$899.19+$11.2KSOHO

SOHO vs SPHD: Complete Analysis 2026

SOHOStock

Sotherly Hotels Inc. is a self-managed and self-administered lodging REIT focused on the acquisition, renovation, upbranding and repositioning of upscale to upper-upscale full-service hotels in the Southern United States. Currently, the Company's portfolio consists of investments in twelve hotel properties, comprising 3,156 rooms, as well as interests in two condominium hotels and their associated rental programs. The Company owns hotels that operate under the Hilton Worldwide, Hyatt Hotels Corporation, and Marriott International, Inc. brands, as well as independent hotels. Sotherly Hotels Inc. was organized in 2004 and is headquartered in Williamsburg, Virginia.

Full SOHO Calculator →

SPHDETF

SPHD is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SPHD shares.

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.