HomeCompareDFDSX vs SPHD

DFDSX vs SPHD: Dividend Comparison 2026

DFDSX yields 9.48% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DFDSX wins by $10.9K in total portfolio value
10 years
DFDSX
DFDSX
● Live price
9.48%
Share price
$21.09
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.5K
Annual income
$1,722.78
Full DFDSX 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 — DFDSX vs SPHD

📍 DFDSX 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 PeriodDFDSXSPHD
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, DFDSX + SPHD cover 0 of 12 monthsgood coverage

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

DFDSX
Annual income on $10K today (after 15% tax)
$806.07/yr
After 10yr DRIP, annual income (after tax)
$1,464.36/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, DFDSX beats the other by $978.74/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DFDSX: 50%SPHD: 50%
100% SPHD50/50100% DFDSX
Portfolio after 10yr
$32.0K
Annual income
$1,147.05/yr
Blended yield
3.58%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DFDSX buys
0
SPHD buys
0
No recent congressional trades found for DFDSX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDFDSXSPHD
Forward yield9.48%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$37.5K$26.5K
Annual income after 10y$1,722.78$571.32
Total dividends collected$13.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDFDSX PortfolioDFDSX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,648$948.32$11,133$432.85+$515.00DFDSX
2$13,496$1,032.36$12,363$450.36+$1.1KDFDSX
3$15,559$1,117.87$13,695$467.39+$1.9KDFDSX
4$17,852$1,204.41$15,138$483.90+$2.7KDFDSX
5$20,393$1,291.54$16,697$499.88+$3.7KDFDSX
6$23,200$1,378.87$18,382$515.31+$4.8KDFDSX
7$26,290$1,466.00$20,198$530.17+$6.1KDFDSX
8$29,683$1,552.58$22,157$544.46+$7.5KDFDSX
9$33,399$1,638.27$24,266$558.18+$9.1KDFDSX
10$37,459$1,722.78$26,536$571.32+$10.9KDFDSX

DFDSX vs SPHD: Complete Analysis 2026

DFDSXStock

Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities with small market capitalizations. The fund typically invests in U.S. exchange-listed equity securities, consisting of common stocks, preferred stocks, real estate investment trusts ("REITs"), sponsored and unsponsored American Depositary Receipts ("ADRs") and exchange-traded funds ("ETFs").

Full DFDSX 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.