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DCMDX vs SPHD: Dividend Comparison 2026

DCMDX yields 12.29% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DCMDX wins by $18.4K in total portfolio value
10 years
DCMDX
DCMDX
● Live price
12.29%
Share price
$16.98
Annual div
$2.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.0K
Annual income
$2,642.81
Full DCMDX 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 — DCMDX vs SPHD

📍 DCMDX 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 PeriodDCMDXSPHD
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, DCMDX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

DCMDX
Annual income on $10K today (after 15% tax)
$1,044.33/yr
After 10yr DRIP, annual income (after tax)
$2,246.39/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, DCMDX beats the other by $1,760.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DCMDX: 50%SPHD: 50%
100% SPHD50/50100% DCMDX
Portfolio after 10yr
$35.7K
Annual income
$1,607.06/yr
Blended yield
4.50%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DCMDX buys
0
SPHD buys
0
No recent congressional trades found for DCMDX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDCMDXSPHD
Forward yield12.29%4.33%
Annual dividend / share$2.09$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$45.0K$26.5K
Annual income after 10y$2,642.81$571.32
Total dividends collected$19.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDCMDX PortfolioDCMDX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,929$1,228.62$11,133$432.85+$796.00DCMDX
2$14,133$1,369.70$12,363$450.36+$1.8KDCMDX
3$16,639$1,516.68$13,695$467.39+$2.9KDCMDX
4$19,473$1,668.80$15,138$483.90+$4.3KDCMDX
5$22,661$1,825.21$16,697$499.88+$6.0KDCMDX
6$26,233$1,985.10$18,382$515.31+$7.9KDCMDX
7$30,216$2,147.62$20,198$530.17+$10.0KDCMDX
8$34,644$2,311.94$22,157$544.46+$12.5KDCMDX
9$39,546$2,477.26$24,266$558.18+$15.3KDCMDX
10$44,957$2,642.81$26,536$571.32+$18.4KDCMDX

DCMDX vs SPHD: Complete Analysis 2026

DCMDXStock

The investment seeks to provide positive returns in rising and falling market environments. The sub-adviser seeks to achieve attractive absolute returns by utilizing an event driven strategy across a diversified set of equities while actively managing risk to preserve capital, minimize volatility, and maintain liquidity. The sub-adviser generally seeks to accomplish this objective by investing in equities (including common stock, initial public offerings ("IPOs") and other new issues) and equity-related securities (including preferred stock, options, swaps, forwards and warrants) across a diversified range of industries.

Full DCMDX 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.