Is THOCX or SPHD a better dividend investment in 2026?

THOCX currently yields 5.42% with a 5% 5-year dividend growth rate. SPHD yields 4.00% with 5% growth. The better choice depends on your goal: THOCX offers higher current income.

What is the dividend yield difference between THOCX and SPHD?

THOCX has a forward dividend yield of 5.42% ($2.52/share annually). SPHD yields 4.00% ($2.00/share annually). The yield gap is 1.42 percentage points.

Home › Compare › THOCX vs SPHD

THOCX vs SPHD: Dividend Comparison 2026

THOCX yields 5.42% · SPHD yields 4.00%● Live data

vsPost on X →

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

🏆 THOCX wins by $535.00 in total portfolio value

INVESTMENT

TIME HORIZON10 years

THOCX

● Live price

5.42%

Share price

$46.44

Annual div

$2.52

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.6K

Annual income

$766.85

Full THOCX 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 — THOCX vs SPHD

📍 THOCX 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	THOCX	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, THOCX + SPHD cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

—

THOCX 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.

THOCX

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

$460.99/yr

After 10yr DRIP, annual income (after tax)

$651.82/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 $112.49/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 THOCX + SPHD for your $10,000?

THOCX: 50%SPHD: 50%

100% SPHD50/50100% THOCX

Portfolio after 10yr

$28.3K

Annual income

$833.03/yr

Blended yield

2.94%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

THOCX buys

SPHD buys

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

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

MetricTHOCXSPHD

Forward yield	5.42% ✓	4.00%
Annual dividend / share	$2.52 ✓	$2.00
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$28.6K ✓	$28.0K
Annual income after 10y	$766.85	$899.19 ✓
Total dividends collected	$6.6K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	THOCX Portfolio	THOCX Income/yr	SPHD Portfolio	SPHD Income/yr	Gap
1← crossover	$11,242	$542.34	$11,120	$420.00	+$122.00 → THOCX
2	$12,599	$569.83	$12,357	$458.31	+$242.00 → THOCX
3	$14,078	$596.83	$13,721	$499.76	+$357.00 → THOCX
4	$15,687	$623.25	$15,227	$544.58	+$460.00 → THOCX
5	$17,434	$649.03	$16,885	$593.02	+$549.00 → THOCX
6	$19,328	$674.13	$18,713	$645.34	+$615.00 → THOCX
7	$21,380	$698.49	$20,724	$701.81	+$656.00 → THOCX
8	$23,598	$722.08	$22,938	$762.73	+$660.00 → THOCX
9	$25,995	$744.88	$25,372	$828.41	+$623.00 → THOCX
10	$28,582	$766.85	$28,047	$899.19	+$535.00 → THOCX

THOCX vs SPHD: Complete Analysis 2026

THOCX — Stock

The investment seeks long-term capital appreciation by investing in equity and debt securities of all types from issuers around the world. The fund pursues its investment goal by investing primarily in a broad range of equity securities, including common stocks, preferred stocks and publicly traded real estate investment trusts. It may invest in any stock or other equity security which its investment advisor, Thornburg Investment Management, Inc. ("Thornburg"), believes may assist the fund in pursuing its goal.

Full THOCX 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.