HomeCompareMSUS vs SPHD

MSUS vs SPHD: Dividend Comparison 2026

MSUS yields 8.73% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MSUS wins by $9.1K in total portfolio value
10 years
MSUS
MSUS
● Live price
8.73%
Share price
$22.91
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.6K
Annual income
$1,515.17
Full MSUS 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 — MSUS vs SPHD

📍 MSUS 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 PeriodMSUSSPHD
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, MSUS + SPHD cover 0 of 12 monthsgood coverage

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

MSUS
Annual income on $10K today (after 15% tax)
$742.20/yr
After 10yr DRIP, annual income (after tax)
$1,287.89/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, MSUS beats the other by $802.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MSUS: 50%SPHD: 50%
100% SPHD50/50100% MSUS
Portfolio after 10yr
$31.1K
Annual income
$1,043.25/yr
Blended yield
3.36%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MSUS buys
0
SPHD buys
0
No recent congressional trades found for MSUS or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMSUSSPHD
Forward yield8.73%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.6K$26.5K
Annual income after 10y$1,515.17$571.32
Total dividends collected$12.0K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMSUS PortfolioMSUS Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,573$873.17$11,133$432.85+$440.00MSUS
2$13,328$944.43$12,363$450.36+$965.00MSUS
3$15,277$1,016.45$13,695$467.39+$1.6KMSUS
4$17,435$1,088.90$15,138$483.90+$2.3KMSUS
5$19,817$1,161.44$16,697$499.88+$3.1KMSUS
6$22,438$1,233.75$18,382$515.31+$4.1KMSUS
7$25,315$1,305.53$20,198$530.17+$5.1KMSUS
8$28,463$1,376.52$22,157$544.46+$6.3KMSUS
9$31,902$1,446.47$24,266$558.18+$7.6KMSUS
10$35,650$1,515.17$26,536$571.32+$9.1KMSUS

MSUS vs SPHD: Complete Analysis 2026

MSUSStock

The investment seeks to provide investment results that exceed the total return performance of the broader U.S. equity market on a risk-adjusted basis. The fund is an actively-managed exchange-traded fund ("ETF") and seeks to achieve its objective by investing in (i) one or more other ETFs that principally invest in large cap U.S. equity securities ("Underlying ETFs") or the constituent stocks of such Underlying ETFs and (ii) long or short futures contracts on one or more U.S. equity market indexes. It will typically invest approximately 80% of its net assets in Underlying ETFs or the constituent stocks of such Underlying ETFs.

Full MSUS 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.