HomeCompareLSSIX vs SPHD

LSSIX vs SPHD: Dividend Comparison 2026

LSSIX yields 7.58% · SPHD yields 4.00%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LSSIX wins by $5.0K in total portfolio value
10 years
LSSIX
LSSIX
● Live price
7.58%
Share price
$28.19
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.0K
Annual income
$1,225.07
Full LSSIX calculator →
SPHD
SPHD
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full SPHD calculator →

Portfolio growth — LSSIX vs SPHD

📍 LSSIX 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 PeriodLSSIXSPHD
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, LSSIX + SPHD cover 0 of 12 monthsgood coverage

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

LSSIX
Annual income on $10K today (after 15% tax)
$644.15/yr
After 10yr DRIP, annual income (after tax)
$1,041.31/yr
SPHD
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, LSSIX beats the other by $277.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LSSIX: 50%SPHD: 50%
100% SPHD50/50100% LSSIX
Portfolio after 10yr
$30.5K
Annual income
$1,062.13/yr
Blended yield
3.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LSSIX buys
0
SPHD buys
0
No recent congressional trades found for LSSIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLSSIXSPHD
Forward yield7.58%4.00%
Annual dividend / share$2.14$2.00
Payout ratio50%50%
1-year div growth0%5%
5-year div CAGR0%5%
Portfolio after 10y$33.0K$28.0K
Annual income after 10y$1,225.07$899.19
Total dividends collected$10.0K$6.4K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLSSIX PortfolioLSSIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,458$757.82$11,120$420.00+$338.00LSSIX
2$13,071$811.49$12,357$458.31+$714.00LSSIX
3$14,852$865.21$13,721$499.76+$1.1KLSSIX
4$16,810$918.73$15,227$544.58+$1.6KLSSIX
5$18,958$971.85$16,885$593.02+$2.1KLSSIX
6$21,310$1,024.36$18,713$645.34+$2.6KLSSIX
7$23,878$1,076.08$20,724$701.81+$3.2KLSSIX
8$26,676$1,126.87$22,938$762.73+$3.7KLSSIX
9$29,720$1,176.57$25,372$828.41+$4.3KLSSIX
10$33,025$1,225.07$28,047$899.19+$5.0KLSSIX

LSSIX vs SPHD: Complete Analysis 2026

LSSIXStock

The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in the equity securities of small-cap companies, including preferred stocks, warrants, securities convertible into common or preferred stocks and other equity-like interests in an entity. Currently, the manager defines a small-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2000® Index, an index that tracks stocks of 2,000 of the smallest U.S. companies, or is $3 billion or less at the time of investment.

Full LSSIX Calculator →

SPHDETF

SPHD is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SPHD shares.

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.