HomeCompareLDLVX vs SPHD

LDLVX vs SPHD: Dividend Comparison 2026

LDLVX yields 5.32% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LDLVX wins by $1.9K in total portfolio value
10 years
LDLVX
LDLVX
● Live price
5.32%
Share price
$3.85
Annual div
$0.20
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.4K
Annual income
$747.95
Full LDLVX 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 — LDLVX vs SPHD

📍 LDLVX 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 PeriodLDLVXSPHD
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, LDLVX + SPHD cover 0 of 12 monthsgood coverage

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

LDLVX
Annual income on $10K today (after 15% tax)
$452.46/yr
After 10yr DRIP, annual income (after tax)
$635.76/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, LDLVX beats the other by $150.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LDLVX: 50%SPHD: 50%
100% SPHD50/50100% LDLVX
Portfolio after 10yr
$27.5K
Annual income
$659.64/yr
Blended yield
2.40%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LDLVX buys
0
SPHD buys
0
No recent congressional trades found for LDLVX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLDLVXSPHD
Forward yield5.32%4.33%
Annual dividend / share$0.20$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.4K$26.5K
Annual income after 10y$747.95$571.32
Total dividends collected$6.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLDLVX PortfolioLDLVX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,232$532.31$11,133$432.85+$99.00LDLVX
2$12,577$558.79$12,363$450.36+$214.00LDLVX
3$14,043$584.77$13,695$467.39+$348.00LDLVX
4$15,636$610.18$15,138$483.90+$498.00LDLVX
5$17,365$634.96$16,697$499.88+$668.00LDLVX
6$19,240$659.06$18,382$515.31+$858.00LDLVX
7$21,269$682.44$20,198$530.17+$1.1KLDLVX
8$23,463$705.06$22,157$544.46+$1.3KLDLVX
9$25,832$726.91$24,266$558.18+$1.6KLDLVX
10$28,388$747.95$26,536$571.32+$1.9KLDLVX

LDLVX vs SPHD: Complete Analysis 2026

LDLVXStock

The fund invests in various types of short duration debt (or fixed income) securities. It invests at least 65% of its net assets in investment grade debt securities including corporate debt securities of U.S. issuers; corporate debt securities of non-U.S. (including emerging market) issuers that are denominated in U.S. dollars; mortgage backed, mortgage-related, and other asset-backed securities; and securities issued or guaranteed by the U.S. government, its agencies and instrumentalities; and inflation-linked investments.

Full LDLVX 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.