HomeCompareALZFX vs SPHD

ALZFX vs SPHD: Dividend Comparison 2026

ALZFX yields 8.22% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ALZFX wins by $8.0K in total portfolio value
10 years
ALZFX
ALZFX
● Live price
8.22%
Share price
$98.35
Annual div
$8.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.5K
Annual income
$1,382.53
Full ALZFX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — ALZFX vs SPHD

📍 ALZFX 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 PeriodALZFXSPHD
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, ALZFX + SPHD cover 0 of 12 monthsgood coverage

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

ALZFX
Annual income on $10K today (after 15% tax)
$698.76/yr
After 10yr DRIP, annual income (after tax)
$1,175.15/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, ALZFX beats the other by $692.89/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ALZFX: 50%SPHD: 50%
100% SPHD50/50100% ALZFX
Portfolio after 10yr
$30.5K
Annual income
$974.94/yr
Blended yield
3.20%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ALZFX buys
0
SPHD buys
0
No recent congressional trades found for ALZFX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricALZFXSPHD
Forward yield8.22%4.30%
Annual dividend / share$8.09$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.5K$26.5K
Annual income after 10y$1,382.53$567.37
Total dividends collected$11.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearALZFX PortfolioALZFX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,522$822.07$11,130$430.50+$392.00ALZFX
2$13,214$885.23$12,357$447.82+$857.00ALZFX
3$15,088$948.80$13,687$464.65+$1.4KALZFX
4$17,156$1,012.47$15,126$480.98+$2.0KALZFX
5$19,433$1,075.96$16,682$496.78+$2.8KALZFX
6$21,932$1,139.03$18,362$512.03+$3.6KALZFX
7$24,669$1,201.42$20,174$526.72+$4.5KALZFX
8$27,659$1,262.93$22,127$540.84+$5.5KALZFX
9$30,918$1,323.35$24,230$554.39+$6.7KALZFX
10$34,465$1,382.53$26,493$567.37+$8.0KALZFX

ALZFX vs SPHD: Complete Analysis 2026

ALZFXStock

The advisor intends to invest a substantial portion of its assets in a smaller number of issuers. Generally, the fund will own approximately 50 holdings. Fund holdings may occasionally differ from this number for a variety of reasons. The fund may engage in active trading of portfolio securities.

Full ALZFX 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.