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SOXY vs MCD: Dividend Comparison 2026

SOXY yields 10.79% · MCD yields 2.35%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MCD wins by $37.8K in total portfolio value· pulled ahead in Year 8
10 years
SOXY
SOXY
● Live price
10.79%
Share price
$61.75
Annual div
$6.66
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.8K
Annual income
$2,121.30
Full SOXY calculator →
MCD
McDonald's Corporation
● Live price
2.35%
Share price
$308.53
Annual div
$7.26
5Y div CAGR
42.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$78.5K
Annual income
$26,227.70
Full MCD calculator →

Portfolio growth — SOXY vs MCD

📍 MCD pulled ahead of the other in Year 8

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 PeriodSOXYMCD
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, SOXY + MCD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SOXY
Annual income on $10K today (after 15% tax)
$917.05/yr
After 10yr DRIP, annual income (after tax)
$1,803.11/yr
MCD
Annual income on $10K today (after 15% tax)
$200.01/yr
After 10yr DRIP, annual income (after tax)
$22,293.55/yr
At 15% tax rate, MCD beats the other by $20,490.44/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SOXY + MCD for your $10,000?

SOXY: 50%MCD: 50%
100% MCD50/50100% SOXY
Portfolio after 10yr
$59.7K
Annual income
$14,174.50/yr
Blended yield
23.75%
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Analyst Conviction Gap

Where Wall Street is most bullish on MCD right now

SOXY
No analyst data
MCD
Analyst Ratings
37
Buy
23
Hold
1
Sell
Consensus: Buy
Price Target
$351.76
+14.0% upside vs current
Range: $320.00 — $385.00
Altman Z
4.9
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)

SOXY buys
0
MCD buys
0
No recent congressional trades found for SOXY or MCD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOXYMCD
Forward yield10.79%2.35%
Annual dividend / share$6.66$7.26
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%42.3%
Portfolio after 10y$40.8K$78.5K
Annual income after 10y$2,121.30$26,227.70
Total dividends collected$15.9K$58.5K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary

Year-by-year: SOXY vs MCD ($10,000, DRIP)

YearSOXY PortfolioSOXY Income/yrMCD PortfolioMCD Income/yrGap
1$11,779$1,078.88$10,815$334.85+$964.00SOXY
2$13,791$1,187.67$11,826$491.71+$2.0KSOXY
3$16,056$1,299.58$13,123$730.06+$2.9KSOXY
4$18,594$1,414.04$14,853$1,100.07+$3.7KSOXY
5$21,426$1,530.42$17,257$1,690.61+$4.2KSOXY
6$24,574$1,648.15$20,752$2,667.01+$3.8KSOXY
7$28,061$1,766.63$26,103$4,354.83+$2.0KSOXY
8← crossover$31,910$1,885.33$34,794$7,437.78$2.9KMCD
9$36,148$2,003.71$49,926$13,461.60$13.8KMCD
10$40,799$2,121.30$78,550$26,227.70$37.8KMCD

SOXY vs MCD: Complete Analysis 2026

SOXYStock

The YieldMax Target 12 Semiconductor Option Income ETF (SOXY) is an actively managed exchange-traded fund that seeks to generate a target annualized distribution of 12% and capital appreciation through investments in a select portfolio of 15 to 30 semiconductor companies. The fund seeks to generate income primarily by selling call options and call spreads on its portfolio holdings. SOXY also seeks capital appreciation through direct equity investments. The Adviser evaluates potential holdings based on stock and options liquidity, price levels, and implied volatility, and regularly reviews the portfolio to determine whether to add or remove positions.

Full SOXY Calculator →

MCDConsumer Discretionary

McDonald's Corporation operates and franchises McDonald's restaurants in the United States and internationally. Its restaurants offer hamburgers and cheeseburgers, chicken sandwiches and nuggets, wraps, fries, salads, oatmeal, shakes, desserts, sundaes, soft serve cones, bakery items, soft drinks, coffee, and beverages and other beverages, as well as breakfast menu, including biscuit and bagel sandwiches, breakfast burritos, hotcakes, and other sandwiches. As of December 31, 2021, the company operated 40,031 restaurants. McDonald's Corporation was founded in 1940 and is headquartered in Chicago, Illinois.

Full MCD 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.