Is SOXY or SPHD a better dividend investment in 2026?

SOXY currently yields 10.79% with a 5% 5-year dividend growth rate. SPHD yields 4.00% with 5% growth. The better choice depends on your goal: SOXY offers higher current income.

What is the dividend yield difference between SOXY and SPHD?

SOXY has a forward dividend yield of 10.79% ($6.66/share annually). SPHD yields 4.00% ($2.00/share annually). The yield gap is 6.79 percentage points.

Home › Compare › SOXY vs SPHD

SOXY vs SPHD: Dividend Comparison 2026

SOXY yields 10.79% · SPHD yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 SOXY wins by $12.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SOXY

● Live price

10.79%

Share price

$61.75

Annual div

$6.66

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$40.8K

Annual income

$2,121.30

Full SOXY calculator →

SPHD

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full SPHD calculator →

Portfolio growth — SOXY vs SPHD

📍 SOXY 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 Period	SOXY	SPHD
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 + SPHD cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SOXY 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.

SOXY

Annual income on $10K today (after 15% tax)

$917.05/yr

After 10yr DRIP, annual income (after tax)

$1,803.11/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, SOXY beats the other by $1,038.79/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SOXY: 50%SPHD: 50%

100% SPHD50/50100% SOXY

Portfolio after 10yr

$34.4K

Annual income

$1,510.25/yr

Blended yield

4.39%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOXY buys

SPHD buys

No recent congressional trades found for SOXY or SPHD in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSOXYSPHD

Forward yield	10.79% ✓	4.00%
Annual dividend / share	$6.66 ✓	$2.00
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$40.8K ✓	$28.0K
Annual income after 10y	$2,121.30 ✓	$899.19
Total dividends collected	$15.9K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SOXY Portfolio	SOXY Income/yr	SPHD Portfolio	SPHD Income/yr	Gap
1← crossover	$11,779	$1,078.88	$11,120	$420.00	+$659.00 → SOXY
2	$13,791	$1,187.67	$12,357	$458.31	+$1.4K → SOXY
3	$16,056	$1,299.58	$13,721	$499.76	+$2.3K → SOXY
4	$18,594	$1,414.04	$15,227	$544.58	+$3.4K → SOXY
5	$21,426	$1,530.42	$16,885	$593.02	+$4.5K → SOXY
6	$24,574	$1,648.15	$18,713	$645.34	+$5.9K → SOXY
7	$28,061	$1,766.63	$20,724	$701.81	+$7.3K → SOXY
8	$31,910	$1,885.33	$22,938	$762.73	+$9.0K → SOXY
9	$36,148	$2,003.71	$25,372	$828.41	+$10.8K → SOXY
10	$40,799	$2,121.30	$28,047	$899.19	+$12.8K → SOXY

SOXY vs SPHD: Complete Analysis 2026

SOXY — Stock

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 →

SPHD — ETF

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.