HomeCompareLZUOX vs SPHD

LZUOX vs SPHD: Dividend Comparison 2026

LZUOX yields 14.19% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LZUOX wins by $24.3K in total portfolio value
10 years
LZUOX
LZUOX
● Live price
14.19%
Share price
$15.89
Annual div
$2.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$50.8K
Annual income
$3,416.35
Full LZUOX 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 — LZUOX vs SPHD

📍 LZUOX 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 PeriodLZUOXSPHD
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, LZUOX + SPHD cover 0 of 12 monthsgood coverage

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

LZUOX
Annual income on $10K today (after 15% tax)
$1,205.99/yr
After 10yr DRIP, annual income (after tax)
$2,903.90/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, LZUOX beats the other by $2,421.63/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 LZUOX + SPHD for your $10,000?

LZUOX: 50%SPHD: 50%
100% SPHD50/50100% LZUOX
Portfolio after 10yr
$38.6K
Annual income
$1,991.86/yr
Blended yield
5.16%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LZUOX buys
0
SPHD buys
0
No recent congressional trades found for LZUOX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLZUOXSPHD
Forward yield14.19%4.30%
Annual dividend / share$2.25$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$50.8K$26.5K
Annual income after 10y$3,416.35$567.37
Total dividends collected$23.7K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLZUOX PortfolioLZUOX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,119$1,418.81$11,130$430.50+$989.00LZUOX
2$14,574$1,606.94$12,357$447.82+$2.2KLZUOX
3$17,400$1,806.08$13,687$464.65+$3.7KLZUOX
4$20,634$2,015.26$15,126$480.98+$5.5KLZUOX
5$24,311$2,233.39$16,682$496.78+$7.6KLZUOX
6$28,472$2,459.32$18,362$512.03+$10.1KLZUOX
7$33,157$2,691.83$20,174$526.72+$13.0KLZUOX
8$38,408$2,929.67$22,127$540.84+$16.3KLZUOX
9$44,268$3,171.59$24,230$554.39+$20.0KLZUOX
10$50,783$3,416.35$26,493$567.37+$24.3KLZUOX

LZUOX vs SPHD: Complete Analysis 2026

LZUOXStock

Under normal circumstances, the Portfolio invests at least 80% of its assets in equity securities of U.S. companies. It may invest up to 20% of its assets in securities of non-U.S. companies. Although the Portfolio generally focuses on large cap companies, the market capitalizations of issuers in which the Portfolio invests may vary with market conditions and the Portfolio also may invest in mid cap and small cap companies. It is non-diversified.

Full LZUOX 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.