HomeCompareDMIDX vs SPHD

DMIDX vs SPHD: Dividend Comparison 2026

DMIDX yields 12.70% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DMIDX wins by $19.6K in total portfolio value
10 years
DMIDX
DMIDX
● Live price
12.70%
Share price
$26.60
Annual div
$3.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$46.2K
Annual income
$2,800.91
Full DMIDX 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 — DMIDX vs SPHD

📍 DMIDX 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 PeriodDMIDXSPHD
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, DMIDX + SPHD cover 0 of 12 monthsgood coverage

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

DMIDX
Annual income on $10K today (after 15% tax)
$1,079.69/yr
After 10yr DRIP, annual income (after tax)
$2,380.77/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, DMIDX beats the other by $1,895.15/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

DMIDX: 50%SPHD: 50%
100% SPHD50/50100% DMIDX
Portfolio after 10yr
$36.4K
Annual income
$1,686.11/yr
Blended yield
4.64%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DMIDX buys
0
SPHD buys
0
No recent congressional trades found for DMIDX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDMIDXSPHD
Forward yield12.70%4.33%
Annual dividend / share$3.38$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$46.2K$26.5K
Annual income after 10y$2,800.91$571.32
Total dividends collected$20.1K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDMIDX PortfolioDMIDX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,970$1,270.23$11,133$432.85+$837.00DMIDX
2$14,229$1,421.02$12,363$450.36+$1.9KDMIDX
3$16,804$1,578.67$13,695$467.39+$3.1KDMIDX
4$19,723$1,742.36$15,138$483.90+$4.6KDMIDX
5$23,014$1,911.21$16,697$499.88+$6.3KDMIDX
6$26,710$2,084.30$18,382$515.31+$8.3KDMIDX
7$30,840$2,260.71$20,198$530.17+$10.6KDMIDX
8$35,438$2,439.54$22,157$544.46+$13.3KDMIDX
9$40,539$2,619.89$24,266$558.18+$16.3KDMIDX
10$46,178$2,800.91$26,536$571.32+$19.6KDMIDX

DMIDX vs SPHD: Complete Analysis 2026

DMIDXStock

To pursue its goal, the fund generally is fully invested in stocks included in the S&P MidCap 400® Index and in futures whose performance is tied to the index. It generally invests in all 400 stocks in the S&P MidCap 400® Index in proportion to their weighting in the index. The S&P MidCap 400® Index is an unmanaged index of 400 common stocks of medium-size companies. The fund is non-diversified.

Full DMIDX 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.