HomeCompareLSITX vs SPHD

LSITX vs SPHD: Dividend Comparison 2026

LSITX yields 11.70% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LSITX wins by $16.8K in total portfolio value
10 years
LSITX
LSITX
● Live price
11.70%
Share price
$64.96
Annual div
$7.60
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.3K
Annual income
$2,431.24
Full LSITX 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 — LSITX vs SPHD

📍 LSITX 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 PeriodLSITXSPHD
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, LSITX + SPHD cover 0 of 12 monthsgood coverage

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

LSITX
Annual income on $10K today (after 15% tax)
$994.80/yr
After 10yr DRIP, annual income (after tax)
$2,066.55/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, LSITX beats the other by $1,580.93/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LSITX: 50%SPHD: 50%
100% SPHD50/50100% LSITX
Portfolio after 10yr
$34.9K
Annual income
$1,501.28/yr
Blended yield
4.30%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LSITX buys
0
SPHD buys
0
No recent congressional trades found for LSITX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLSITXSPHD
Forward yield11.70%4.33%
Annual dividend / share$7.60$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$43.3K$26.5K
Annual income after 10y$2,431.24$571.32
Total dividends collected$17.9K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLSITX PortfolioLSITX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,870$1,170.35$11,133$432.85+$737.00LSITX
2$14,000$1,298.37$12,363$450.36+$1.6KLSITX
3$16,411$1,431.09$13,695$467.39+$2.7KLSITX
4$19,127$1,567.81$15,138$483.90+$4.0KLSITX
5$22,174$1,707.79$16,697$499.88+$5.5KLSITX
6$25,576$1,850.30$18,382$515.31+$7.2KLSITX
7$29,361$1,994.60$20,198$530.17+$9.2KLSITX
8$33,557$2,139.97$22,157$544.46+$11.4KLSITX
9$38,191$2,285.73$24,266$558.18+$13.9KLSITX
10$43,296$2,431.24$26,536$571.32+$16.8KLSITX

LSITX vs SPHD: Complete Analysis 2026

LSITXStock

Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investments with similar economic characteristics of U.S. companies with large market capitalizations.

Full LSITX 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.