HomeCompareLZIOX vs SPHD

LZIOX vs SPHD: Dividend Comparison 2026

LZIOX yields 12.10% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LZIOX wins by $17.9K in total portfolio value
10 years
LZIOX
LZIOX
● Live price
12.10%
Share price
$18.71
Annual div
$2.26
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.4K
Annual income
$2,574.35
Full LZIOX 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 — LZIOX vs SPHD

📍 LZIOX 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 PeriodLZIOXSPHD
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, LZIOX + SPHD cover 0 of 12 monthsgood coverage

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

LZIOX
Annual income on $10K today (after 15% tax)
$1,028.59/yr
After 10yr DRIP, annual income (after tax)
$2,188.20/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, LZIOX beats the other by $1,702.58/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

LZIOX: 50%SPHD: 50%
100% SPHD50/50100% LZIOX
Portfolio after 10yr
$35.5K
Annual income
$1,572.84/yr
Blended yield
4.43%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LZIOX buys
0
SPHD buys
0
No recent congressional trades found for LZIOX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLZIOXSPHD
Forward yield12.10%4.33%
Annual dividend / share$2.26$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$44.4K$26.5K
Annual income after 10y$2,574.35$571.32
Total dividends collected$18.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLZIOX PortfolioLZIOX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,910$1,210.11$11,133$432.85+$777.00LZIOX
2$14,091$1,346.96$12,363$450.36+$1.7KLZIOX
3$16,566$1,489.33$13,695$467.39+$2.9KLZIOX
4$19,363$1,636.45$15,138$483.90+$4.2KLZIOX
5$22,505$1,787.52$16,697$499.88+$5.8KLZIOX
6$26,023$1,941.75$18,382$515.31+$7.6KLZIOX
7$29,942$2,098.32$20,198$530.17+$9.7KLZIOX
8$34,295$2,256.45$22,157$544.46+$12.1KLZIOX
9$39,111$2,415.37$24,266$558.18+$14.8KLZIOX
10$44,423$2,574.35$26,536$571.32+$17.9KLZIOX

LZIOX vs SPHD: Complete Analysis 2026

LZIOXStock

The Portfolio invests primarily in equity securities, principally common stocks, of relatively large non-U.S. companies with market capitalizations in the range of companies included in the MSCI® Europe, Australasia and Far East (EAFE®) Index. It invests at least 80% of its assets in equity securities. The Investment Manager looks for established companies in economically developed countries and may invest up to 15% of the Portfolio's assets in securities of companies whose principal business activities are located in emerging market countries.

Full LZIOX 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.