HomeCompareLOLDX vs SPHD

LOLDX vs SPHD: Dividend Comparison 2026

LOLDX yields 4.88% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LOLDX wins by $1.1K in total portfolio value
10 years
LOLDX
LOLDX
● Live price
4.88%
Share price
$3.86
Annual div
$0.19
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.5K
Annual income
$666.43
Full LOLDX 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 — LOLDX vs SPHD

📍 LOLDX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodLOLDXSPHD
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%.
📅

Dividend Calendar Overlap

Combined, LOLDX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

LOLDX
Annual income on $10K today (after 15% tax)
$414.58/yr
After 10yr DRIP, annual income (after tax)
$566.47/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, LOLDX beats the other by $84.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LOLDX: 50%SPHD: 50%
100% SPHD50/50100% LOLDX
Portfolio after 10yr
$27.0K
Annual income
$616.89/yr
Blended yield
2.28%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LOLDX buys
0
SPHD buys
0
No recent congressional trades found for LOLDX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLOLDXSPHD
Forward yield4.88%4.30%
Annual dividend / share$0.19$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.5K$26.5K
Annual income after 10y$666.43$567.37
Total dividends collected$5.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLOLDX PortfolioLOLDX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,188$487.75$11,130$430.50+$58.00LOLDX
2$12,481$509.98$12,357$447.82+$124.00LOLDX
3$13,886$531.71$13,687$464.65+$199.00LOLDX
4$15,411$552.88$15,126$480.98+$285.00LOLDX
5$17,063$573.45$16,682$496.78+$381.00LOLDX
6$18,851$593.39$18,362$512.03+$489.00LOLDX
7$20,783$612.67$20,174$526.72+$609.00LOLDX
8$22,870$631.28$22,127$540.84+$743.00LOLDX
9$25,120$649.21$24,230$554.39+$890.00LOLDX
10$27,544$666.43$26,493$567.37+$1.1KLOLDX

LOLDX vs SPHD: Complete Analysis 2026

LOLDXStock

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 LOLDX 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 →
📬

Get this LOLDX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

LOLDX vs SCHDLOLDX vs JEPILOLDX vs OLOLDX vs KOLOLDX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.