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EPSV vs SPHD: Dividend Comparison 2026

EPSV yields 2.71% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $2.7K in total portfolio value
10 years
EPSV
EPSV
● Live price
2.71%
Share price
$25.47
Annual div
$0.69
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.7K
Annual income
$322.15
Full EPSV 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 — EPSV 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 PeriodEPSVSPHD
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, EPSV + SPHD cover 0 of 12 monthsgood coverage

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

EPSV
Annual income on $10K today (after 15% tax)
$229.97/yr
After 10yr DRIP, annual income (after tax)
$273.83/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 $208.44/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EPSV: 50%SPHD: 50%
100% SPHD50/50100% EPSV
Portfolio after 10yr
$25.1K
Annual income
$444.75/yr
Blended yield
1.77%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EPSV buys
0
SPHD buys
0
No recent congressional trades found for EPSV or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEPSVSPHD
Forward yield2.71%4.30%
Annual dividend / share$0.69$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.7K$26.5K
Annual income after 10y$322.15$567.37
Total dividends collected$3.0K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearEPSV PortfolioEPSV Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,971$270.56$11,130$430.50$159.00SPHD
2$12,016$277.40$12,357$447.82$341.00SPHD
3$13,141$283.95$13,687$464.65$546.00SPHD
4$14,351$290.23$15,126$480.98$775.00SPHD
5$15,652$296.22$16,682$496.78$1.0KSPHD
6$17,049$301.93$18,362$512.03$1.3KSPHD
7$18,550$307.37$20,174$526.72$1.6KSPHD
8$20,161$312.55$22,127$540.84$2.0KSPHD
9$21,890$317.47$24,230$554.39$2.3KSPHD
10$23,745$322.15$26,493$567.37$2.7KSPHD

EPSV vs SPHD: Complete Analysis 2026

EPSVStock

Harbor SMID Cap Value ETF (EPSV) is a series of the Harbor ETF Trust. The fund seeks long-term total return by investing primarily in equity securities, principally common stocks, of U.S. small- and mid-capitalization (SMID cap) companies that are, in the subadviser’s opinion, out of favor and undervalued at the time of purchase. The ETF employs a systematic, quantitative approach to identify deep-value stocks and aims to provide diversified exposure to the U.S. SMID cap value segment

Full EPSV 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.