HomeCompareMSTZ vs SPHD

MSTZ vs SPHD: Dividend Comparison 2026

MSTZ yields 16.03% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MSTZ wins by $30.6K in total portfolio value
10 years
MSTZ
MSTZ
● Live price
16.03%
Share price
$12.48
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$57.0K
Annual income
$4,297.31
Full MSTZ 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 — MSTZ vs SPHD

📍 MSTZ 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 PeriodMSTZSPHD
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, MSTZ + SPHD cover 0 of 12 monthsgood coverage

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

MSTZ
Annual income on $10K today (after 15% tax)
$1,362.18/yr
After 10yr DRIP, annual income (after tax)
$3,652.71/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, MSTZ beats the other by $3,170.45/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MSTZ: 50%SPHD: 50%
100% SPHD50/50100% MSTZ
Portfolio after 10yr
$41.8K
Annual income
$2,432.33/yr
Blended yield
5.82%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MSTZ buys
0
SPHD buys
0
No recent congressional trades found for MSTZ or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMSTZSPHD
Forward yield16.03%4.30%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$57.0K$26.5K
Annual income after 10y$4,297.31$567.37
Total dividends collected$28.7K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMSTZ PortfolioMSTZ Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,303$1,602.56$11,130$430.50+$1.2KMSTZ
2$15,006$1,842.58$12,357$447.82+$2.6KMSTZ
3$18,157$2,100.50$13,687$464.65+$4.5KMSTZ
4$21,804$2,375.28$15,126$480.98+$6.7KMSTZ
5$25,995$2,665.68$16,682$496.78+$9.3KMSTZ
6$30,785$2,970.26$18,362$512.03+$12.4KMSTZ
7$36,228$3,287.44$20,174$526.72+$16.1KMSTZ
8$42,379$3,615.53$22,127$540.84+$20.3KMSTZ
9$49,299$3,952.75$24,230$554.39+$25.1KMSTZ
10$57,047$4,297.31$26,493$567.37+$30.6KMSTZ

MSTZ vs SPHD: Complete Analysis 2026

MSTZStock

The fund, under normal circumstances, invests in swap agreements that provide 200% inverse (opposite)daily exposure to MSTR equal to at least 80% of the fund’s net assets (plus borrowings for investment purposes). MicroStrategy Inc. engages in the provision of enterprise analytics and mobility software. The fund is non-diversified.

Full MSTZ 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.