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SOXM vs O: Dividend Comparison 2026

SOXM yields 8.94% · O yields 5.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SOXM wins by $13.4K in total portfolio value
10 years
SOXM
SOXM
● Live price
8.94%
Share price
$22.36
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.2K
Annual income
$1,572.43
Full SOXM calculator →
O
Realty Income Corporation
● Live price
5.97%
Share price
$52.30
Annual div
$3.12
5Y div CAGR
3.2%
Payout ratio
76%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$1,416.15
Full O calculator →

Portfolio growth — SOXM vs O

📍 SOXM 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 PeriodSOXMO
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, SOXM + O cover 8 of 12 months — good coverage

Jan
O
Feb
O
Mar
—
Apr
—
May
—
Jun
—
Jul
O
Aug
O
Sep
O
Oct
O
Nov
O
Dec
O
SOXM pays
O pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

SOXM
Annual income on $10K today (after 15% tax)
$760.29/yr
After 10yr DRIP, annual income (after tax)
$1,336.57/yr
O
Annual income on $10K today (after 15% tax)
$507.07/yr
After 10yr DRIP, annual income (after tax)
$1,203.73/yr
At 15% tax rate, SOXM beats the other by $132.84/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SOXM + O for your $10,000?

SOXM: 50%O: 50%
100% O50/50100% SOXM
Portfolio after 10yr
$29.4K
Annual income
$1,494.30/yr
Blended yield
5.07%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on O right now

SOXM
No analyst data
O
Analyst Ratings
13
Buy
18
Hold
3
Sell
Consensus: Hold
Price Target
$64.00
+22.4% upside vs current
Range: $60.00 — $69.00
Altman Z
1.0
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOXM buys
0
O buys
0
No recent congressional trades found for SOXM or O in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOXMO
Forward yield8.94% ✓5.97%
Annual dividend / share$2.00$3.12 ✓
Payout ratio50% ✓76%
1-year div growth0%2.8% ✓
5-year div CAGR0%3.2% ✓
Portfolio after 10y$36.2K ✓$22.7K
Annual income after 10y$1,572.43 ✓$1,416.15
Total dividends collected$12.3K ✓$9.6K
Payment frequencyquarterlymonthly
SectorStockREIT

Year-by-year: SOXM vs O ($10,000, DRIP)

YearSOXM PortfolioSOXM Income/yrO PortfolioO Income/yrGap
1← crossover$11,594$894.45$10,826$615.65+$768.00 → SOXM
2$13,375$969.23$11,727$673.66+$1.6K → SOXM
3$15,357$1,044.95$12,710$737.59+$2.6K → SOXM
4$17,553$1,121.24$13,785$808.08+$3.8K → SOXM
5$19,979$1,197.75$14,961$885.87+$5.0K → SOXM
6$22,652$1,274.14$16,247$971.76+$6.4K → SOXM
7$25,588$1,350.08$17,655$1,066.66+$7.9K → SOXM
8$28,804$1,425.28$19,197$1,171.57+$9.6K → SOXM
9$32,320$1,499.48$20,888$1,287.65+$11.4K → SOXM
10$36,154$1,572.43$22,743$1,416.15+$13.4K → SOXM

SOXM vs O: Complete Analysis 2026

SOXM — Stock

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

Full SOXM Calculator →

O — REIT

Nicknamed 'The Monthly Dividend Company', Realty Income is a net-lease REIT with 15,000+ properties across the US and Europe. It has paid monthly dividends for 55+ consecutive years with 126 dividend increases since 1994 — a true Dividend Aristocrat. Its tenants include Walgreens, Dollar General, and FedEx. A cornerstone holding for income investors.

Full O 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.