HomeCompareDCMSX vs SPHD

DCMSX vs SPHD: Dividend Comparison 2026

DCMSX yields 8.07% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DCMSX wins by $7.6K in total portfolio value
10 years
DCMSX
DCMSX
● Live price
8.07%
Share price
$5.84
Annual div
$0.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.1K
Annual income
$1,343.57
Full DCMSX 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 — DCMSX vs SPHD

📍 DCMSX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodDCMSXSPHD
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%.
📅

Dividend Calendar Overlap

Combined, DCMSX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

DCMSX
Annual income on $10K today (after 15% tax)
$685.57/yr
After 10yr DRIP, annual income (after tax)
$1,142.03/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, DCMSX beats the other by $659.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DCMSX: 50%SPHD: 50%
100% SPHD50/50100% DCMSX
Portfolio after 10yr
$30.3K
Annual income
$955.46/yr
Blended yield
3.15%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DCMSX buys
0
SPHD buys
0
No recent congressional trades found for DCMSX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDCMSXSPHD
Forward yield8.07%4.30%
Annual dividend / share$0.47$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.1K$26.5K
Annual income after 10y$1,343.57$567.37
Total dividends collected$10.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDCMSX PortfolioDCMSX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,507$806.56$11,130$430.50+$377.00DCMSX
2$13,179$867.36$12,357$447.82+$822.00DCMSX
3$15,030$928.46$13,687$464.65+$1.3KDCMSX
4$17,072$989.59$15,126$480.98+$1.9KDCMSX
5$19,318$1,050.48$16,682$496.78+$2.6KDCMSX
6$21,781$1,110.89$18,362$512.03+$3.4KDCMSX
7$24,476$1,170.59$20,174$526.72+$4.3KDCMSX
8$27,419$1,229.39$22,127$540.84+$5.3KDCMSX
9$30,625$1,287.10$24,230$554.39+$6.4KDCMSX
10$34,112$1,343.57$26,493$567.37+$7.6KDCMSX

DCMSX vs SPHD: Complete Analysis 2026

DCMSXStock

The Portfolio seeks to achieve its investment objective by generally investing in a universe of allowable commodity-linked derivative instruments and fixed income investment opportunities. It may invest up to 25% of its total assets in Dimensional Cayman Commodity Fund I Ltd.

Full DCMSX 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 →
📬

Get this DCMSX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

DCMSX vs SCHDDCMSX vs JEPIDCMSX vs ODCMSX vs KODCMSX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.