HomeCompareDISMX vs SPHD

DISMX vs SPHD: Dividend Comparison 2026

DISMX yields 1.91% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $4.0K in total portfolio value
10 years
DISMX
DISMX
● Live price
1.91%
Share price
$18.35
Annual div
$0.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.5K
Annual income
$215.90
Full DISMX 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 — DISMX vs SPHD

📍 SPHD 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 PeriodDISMXSPHD
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, DISMX + SPHD cover 0 of 12 monthsgood coverage

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

DISMX
Annual income on $10K today (after 15% tax)
$162.20/yr
After 10yr DRIP, annual income (after tax)
$183.52/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, SPHD beats the other by $298.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DISMX: 50%SPHD: 50%
100% SPHD50/50100% DISMX
Portfolio after 10yr
$24.5K
Annual income
$391.63/yr
Blended yield
1.60%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DISMX buys
0
SPHD buys
0
No recent congressional trades found for DISMX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDISMXSPHD
Forward yield1.91%4.30%
Annual dividend / share$0.35$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.5K$26.5K
Annual income after 10y$215.90$567.37
Total dividends collected$2.0K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDISMX PortfolioDISMX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,891$190.82$11,130$430.50$239.00SPHD
2$11,847$194.23$12,357$447.82$510.00SPHD
3$12,874$197.46$13,687$464.65$813.00SPHD
4$13,976$200.54$15,126$480.98$1.1KSPHD
5$15,158$203.46$16,682$496.78$1.5KSPHD
6$16,425$206.23$18,362$512.03$1.9KSPHD
7$17,784$208.85$20,174$526.72$2.4KSPHD
8$19,240$211.33$22,127$540.84$2.9KSPHD
9$20,800$213.68$24,230$554.39$3.4KSPHD
10$22,472$215.90$26,493$567.37$4.0KSPHD

DISMX vs SPHD: Complete Analysis 2026

DISMXStock

The Portfolio, using a market capitalization weighted approach, purchases securities of small, non-U.S. companies in countries with developed markets that the Advisor determines to have high profitability and relative prices compared to other non-U.S. small cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in securities of small companies in the particular markets in which it invests.

Full DISMX 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.