HomeCompareDLLDX vs SPHD

DLLDX vs SPHD: Dividend Comparison 2026

DLLDX yields 4.98% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 DLLDX wins by $1.2K in total portfolio value
10 years
DLLDX
DLLDX
● Live price
4.98%
Share price
$6.20
Annual div
$0.31
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.7K
Annual income
$684.37
Full DLLDX 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 — DLLDX vs SPHD

📍 DLLDX 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 PeriodDLLDXSPHD
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, DLLDX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

DLLDX
Annual income on $10K today (after 15% tax)
$423.08/yr
After 10yr DRIP, annual income (after tax)
$581.71/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, DLLDX beats the other by $96.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DLLDX: 50%SPHD: 50%
100% SPHD50/50100% DLLDX
Portfolio after 10yr
$27.1K
Annual income
$627.85/yr
Blended yield
2.31%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DLLDX buys
0
SPHD buys
0
No recent congressional trades found for DLLDX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDLLDXSPHD
Forward yield4.98%4.33%
Annual dividend / share$0.31$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.7K$26.5K
Annual income after 10y$684.37$571.32
Total dividends collected$5.9K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDLLDX PortfolioDLLDX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,198$497.74$11,133$432.85+$65.00DLLDX
2$12,502$520.90$12,363$450.36+$139.00DLLDX
3$13,921$543.54$13,695$467.39+$226.00DLLDX
4$15,461$565.63$15,138$483.90+$323.00DLLDX
5$17,131$587.10$16,697$499.88+$434.00DLLDX
6$18,938$607.94$18,382$515.31+$556.00DLLDX
7$20,892$628.10$20,198$530.17+$694.00DLLDX
8$23,002$647.57$22,157$544.46+$845.00DLLDX
9$25,278$666.33$24,266$558.18+$1.0KDLLDX
10$27,732$684.37$26,536$571.32+$1.2KDLLDX

DLLDX vs SPHD: Complete Analysis 2026

DLLDXStock

The fund seeks long-term total return comprised of capital growth and current income by investing principally in debt securities of any kind. The Adviser expects to construct an investment portfolio for the fund with a dollar-weighted average effective duration of at least ten years. The Advisor intends to invest primarily in fixed income and other income-producing instruments rated investment grade and unrated securities considered by the Adviser to be of comparable credit quality. It may invest up to 25% of its total assets in obligations of governmental or private obligors in emerging market countries.

Full DLLDX 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.