HomeCompareLZHOX vs SPHD

LZHOX vs SPHD: Dividend Comparison 2026

LZHOX yields 5.30% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LZHOX wins by $1.9K in total portfolio value
10 years
LZHOX
LZHOX
● Live price
5.30%
Share price
$18.61
Annual div
$0.99
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.3K
Annual income
$743.80
Full LZHOX 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 — LZHOX vs SPHD

📍 LZHOX 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 PeriodLZHOXSPHD
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, LZHOX + SPHD cover 0 of 12 monthsgood coverage

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

LZHOX
Annual income on $10K today (after 15% tax)
$450.58/yr
After 10yr DRIP, annual income (after tax)
$632.23/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, LZHOX beats the other by $149.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LZHOX: 50%SPHD: 50%
100% SPHD50/50100% LZHOX
Portfolio after 10yr
$27.4K
Annual income
$655.58/yr
Blended yield
2.39%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LZHOX buys
0
SPHD buys
0
No recent congressional trades found for LZHOX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLZHOXSPHD
Forward yield5.30%4.30%
Annual dividend / share$0.99$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.3K$26.5K
Annual income after 10y$743.80$567.37
Total dividends collected$6.4K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLZHOX PortfolioLZHOX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,230$530.09$11,130$430.50+$100.00LZHOX
2$12,573$556.35$12,357$447.82+$216.00LZHOX
3$14,035$582.11$13,687$464.65+$348.00LZHOX
4$15,624$607.30$15,126$480.98+$498.00LZHOX
5$17,350$631.86$16,682$496.78+$668.00LZHOX
6$19,220$655.74$18,362$512.03+$858.00LZHOX
7$21,245$678.90$20,174$526.72+$1.1KLZHOX
8$23,433$701.32$22,127$540.84+$1.3KLZHOX
9$25,796$722.95$24,230$554.39+$1.6KLZHOX
10$28,346$743.80$26,493$567.37+$1.9KLZHOX

LZHOX vs SPHD: Complete Analysis 2026

LZHOXStock

The investment seeks maximum total return from a combination of capital appreciation and current income. Under normal circumstances, the Portfolio invests at least 80% of its assets in fixed-income securities issued by corporations or other non-governmental issuers similar to corporations, which securities are tied economically to the U.S. It typically invests a substantial portion of its assets, and may invest up to 100% of its assets. The Portfolio may invest up to 20% of its assets in other securities which need not be fixed-income securities and need not be tied economically to the U.S.

Full LZHOX 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.