HomeCompareDLCEX vs SPHD

DLCEX vs SPHD: Dividend Comparison 2026

DLCEX yields 0.05% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $6.8K in total portfolio value
10 years
DLCEX
DLCEX
● Live price
0.05%
Share price
$23.79
Annual div
$0.01
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.7K
Annual income
$5.40
Full DLCEX 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 — DLCEX 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 PeriodDLCEXSPHD
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, DLCEX + SPHD cover 0 of 12 monthsgood coverage

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

DLCEX
Annual income on $10K today (after 15% tax)
$4.57/yr
After 10yr DRIP, annual income (after tax)
$4.59/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, SPHD beats the other by $481.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DLCEX: 50%SPHD: 50%
100% SPHD50/50100% DLCEX
Portfolio after 10yr
$23.1K
Annual income
$288.36/yr
Blended yield
1.25%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DLCEX buys
0
SPHD buys
0
No recent congressional trades found for DLCEX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDLCEXSPHD
Forward yield0.05%4.33%
Annual dividend / share$0.01$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$19.7K$26.5K
Annual income after 10y$5.40$571.32
Total dividends collected$54.00$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDLCEX PortfolioDLCEX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,705$5.38$11,133$432.85$428.00SPHD
2$11,460$5.38$12,363$450.36$903.00SPHD
3$12,268$5.39$13,695$467.39$1.4KSPHD
4$13,132$5.39$15,138$483.90$2.0KSPHD
5$14,056$5.39$16,697$499.88$2.6KSPHD
6$15,046$5.39$18,382$515.31$3.3KSPHD
7$16,104$5.39$20,198$530.17$4.1KSPHD
8$17,237$5.40$22,157$544.46$4.9KSPHD
9$18,449$5.40$24,266$558.18$5.8KSPHD
10$19,746$5.40$26,536$571.32$6.8KSPHD

DLCEX vs SPHD: Complete Analysis 2026

DLCEXStock

The fund seeks to achieve its investment objective through investment in publicly-traded equity securities using a disciplined, risk-controlled investment process. At least 80% of the fund's net assets will be invested in large cap equity securities, which the Adviser defines as companies having a market capitalization of over $10 billion at the time of purchase. While the fund selects stocks from the 700 largest companies, it may also invest a portion of its assets in equity securities of companies of any size, including what are commonly referred to as small-cap and mid-cap companies.

Full DLCEX 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.