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ADRE vs SPHD: Dividend Comparison 2026

ADRE yields 5.24% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ADRE wins by $1.7K in total portfolio value
10 years
ADRE
ADRE
● Live price
5.24%
Share price
$38.20
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.2K
Annual income
$731.63
Full ADRE calculator →
SPHD
SPHD
● Live price
4.33%
Share price
$49.34
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$571.32
Full SPHD calculator →

Portfolio growth — ADRE vs SPHD

📍 ADRE 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 PeriodADRESPHD
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, ADRE + SPHD cover 0 of 12 monthsgood coverage

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

ADRE
Annual income on $10K today (after 15% tax)
$445.03/yr
After 10yr DRIP, annual income (after tax)
$621.89/yr
SPHD
Annual income on $10K today (after 15% tax)
$367.92/yr
After 10yr DRIP, annual income (after tax)
$485.62/yr
At 15% tax rate, ADRE beats the other by $136.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ADRE: 50%SPHD: 50%
100% SPHD50/50100% ADRE
Portfolio after 10yr
$27.4K
Annual income
$651.48/yr
Blended yield
2.38%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ADRE buys
0
SPHD buys
0
No recent congressional trades found for ADRE or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricADRESPHD
Forward yield5.24%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.2K$26.5K
Annual income after 10y$731.63$571.32
Total dividends collected$6.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearADRE PortfolioADRE Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,224$523.56$11,133$432.85+$91.00ADRE
2$12,558$549.18$12,363$450.36+$195.00ADRE
3$14,012$574.29$13,695$467.39+$317.00ADRE
4$15,591$598.84$15,138$483.90+$453.00ADRE
5$17,306$622.76$16,697$499.88+$609.00ADRE
6$19,163$646.00$18,382$515.31+$781.00ADRE
7$21,173$668.54$20,198$530.17+$975.00ADRE
8$23,345$690.34$22,157$544.46+$1.2KADRE
9$25,691$711.37$24,266$558.18+$1.4KADRE
10$28,221$731.63$26,536$571.32+$1.7KADRE

ADRE vs SPHD: Complete Analysis 2026

ADREStock

The index is developed by the Licensor from a universe of Depositary Receipts defined by the S&P/Bank of New York Mellon ADR Index ("S&P/BNY Mellon ADR Composite Index"). The fund normally holds at least 95% of its total assets in Depositary Receipts that comprise the index, and will seek to track the investment results, before fees and expenses, of the index. It is non-diversified.

Full ADRE 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.