HomeCompareLSSNX vs SPHD

LSSNX vs SPHD: Dividend Comparison 2026

LSSNX yields 7.41% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LSSNX wins by $6.2K in total portfolio value
10 years
LSSNX
LSSNX
● Live price
7.41%
Share price
$28.84
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.7K
Annual income
$1,184.90
Full LSSNX 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 — LSSNX vs SPHD

📍 LSSNX 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 PeriodLSSNXSPHD
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, LSSNX + SPHD cover 0 of 12 monthsgood coverage

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

LSSNX
Annual income on $10K today (after 15% tax)
$629.63/yr
After 10yr DRIP, annual income (after tax)
$1,007.17/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, LSSNX beats the other by $524.90/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LSSNX: 50%SPHD: 50%
100% SPHD50/50100% LSSNX
Portfolio after 10yr
$29.6K
Annual income
$876.13/yr
Blended yield
2.96%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LSSNX buys
0
SPHD buys
0
No recent congressional trades found for LSSNX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLSSNXSPHD
Forward yield7.41%4.30%
Annual dividend / share$2.14$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.7K$26.5K
Annual income after 10y$1,184.90$567.37
Total dividends collected$9.7K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLSSNX PortfolioLSSNX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,441$740.74$11,130$430.50+$311.00LSSNX
2$13,034$792.02$12,357$447.82+$677.00LSSNX
3$14,789$843.27$13,687$464.65+$1.1KLSSNX
4$16,719$894.25$15,126$480.98+$1.6KLSSNX
5$18,834$944.79$16,682$496.78+$2.2KLSSNX
6$21,147$994.69$18,362$512.03+$2.8KLSSNX
7$23,671$1,043.78$20,174$526.72+$3.5KLSSNX
8$26,420$1,091.93$22,127$540.84+$4.3KLSSNX
9$29,408$1,139.01$24,230$554.39+$5.2KLSSNX
10$32,652$1,184.90$26,493$567.37+$6.2KLSSNX

LSSNX vs SPHD: Complete Analysis 2026

LSSNXStock

The investment seeks long-term capital growth. 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 LSSNX 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.