HomeCompareSOHVF vs SPHD

SOHVF vs SPHD: Dividend Comparison 2026

SOHVF yields 2.32% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SOHVF wins by $124.18M in total portfolio value
10 years
SOHVF
SOHVF
● Live price
2.32%
Share price
$32.20
Annual div
$0.75
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$124.21M
Annual income
$114,718,919.08
Full SOHVF calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — SOHVF vs SPHD

📍 SOHVF 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 PeriodSOHVFSPHD
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, SOHVF + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SOHVF 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.

SOHVF
Annual income on $10K today (after 15% tax)
$197.42/yr
After 10yr DRIP, annual income (after tax)
$97,511,081.22/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, SOHVF beats the other by $97,510,598.95/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SOHVF + SPHD for your $10,000?

SOHVF: 50%SPHD: 50%
100% SPHD50/50100% SOHVF
Portfolio after 10yr
$62.12M
Annual income
$57,359,743.22/yr
Blended yield
92.34%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOHVF buys
0
SPHD buys
0
No recent congressional trades found for SOHVF or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOHVFSPHD
Forward yield2.32%4.30%
Annual dividend / share$0.75$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$124.21M$26.5K
Annual income after 10y$114,718,919.08$567.37
Total dividends collected$123.47M$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSOHVF PortfolioSOHVF Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,165$464.52$11,130$430.50+$35.00SOHVF
2$12,915$969.37$12,357$447.82+$558.00SOHVF
3$15,916$2,096.06$13,687$464.65+$2.2KSOHVF
4$21,858$4,827.97$15,126$480.98+$6.7KSOHVF
5$35,781$12,393.44$16,682$496.78+$19.1KSOHVF
6$76,208$37,921.78$18,362$512.03+$57.8KSOHVF
7$232,508$150,966.07$20,174$526.72+$212.3KSOHVF
8$1,109,710$860,926.04$22,127$540.84+$1.09MSOHVF
9$8,867,780$7,680,390.67$24,230$554.39+$8.84MSOHVF
10$124,207,444$114,718,919.08$26,493$567.37+$124.18MSOHVF

SOHVF vs SPHD: Complete Analysis 2026

SOHVFStock

Sumitomo Heavy Industries, Ltd. manufactures and sells general machinery, advanced precision machinery, construction machinery, ships, and environmental plant facilities in Japan and internationally. The company operates through four segments: Mechatronics, Industrial Machinery, Logistics & Construction, and Energy & Lifelines. Its Mechatronics segment offers gear reducers, motors, and boxes; motion control drives, inverters, precision positioning equipment, laser processing systems, control systems and components, motion components, and drive and collaborative robot solutions. The company's Industrial Machinery segment provides plastics machinery, film forming machines, cryogenic equipment, precision forgings, semiconductor production equipment, medical machines and equipment, forging press machines, machining tools, air conditioning equipment, defense equipment, injection molding machines, transfer molding presses, cryocoolers, cryopumps, ion accelerators and implanters, cyclotrons, tracer production systems, proton therapy systems, vacuum coating equipment, steel tube air forming systems, lifting magnets, spinning machines, clean room systems, dust collectors, cast iron and steel rolls, surface grinding machines, coolant systems, and extrusion coating products. Its Logistics & Construction segment offers hydraulic excavators, mobile cranes, road machinery, material handling systems, logistics systems, automated parking systems, road machinery, crawler cranes, foundation machines, and forklifts. The company's Energy & Lifelines segment provides private power generation facilities, boilers, air pollution control equipment, water and sewage treatment systems, industrial waste treatment facilities, turbines, pumps, process equipment, pressure vessels, mixing vessels, food processing machinery, ships, circulating and bubbling fluidized bed boilers, liquid air energy storage, rotary kiln-type recycling facilities, electrostatic precipitators, ash handling systems, evaporation and crystallization facilities, fluidized bed gasifiers, waste heat boilers, waste-to-energy plants, CFB scrubbers, baghouses, flue gas denitrification systems, plant operation support systems, industrial waste water treatment facilities, water and sewage treatment systems, steam turbines, process pumps, distillation technology and extractors, reactor vessels, mixing vessels, coke oven machines, food and beverage manufacturing facilities, and oil tankers. The company was founded in 1888 and is headquartered in Tokyo, Japan.

Full SOHVF 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.