HomeCompareNRSZX vs SPHD

NRSZX vs SPHD: Dividend Comparison 2026

NRSZX yields 10.19% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NRSZX wins by $12.7K in total portfolio value
10 years
NRSZX
NRSZX
● Live price
10.19%
Share price
$13.12
Annual div
$1.34
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.2K
Annual income
$1,932.54
Full NRSZX 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 — NRSZX vs SPHD

📍 NRSZX 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 PeriodNRSZXSPHD
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, NRSZX + SPHD cover 0 of 12 monthsgood coverage

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

NRSZX
Annual income on $10K today (after 15% tax)
$866.20/yr
After 10yr DRIP, annual income (after tax)
$1,642.66/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, NRSZX beats the other by $1,160.39/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 NRSZX + SPHD for your $10,000?

NRSZX: 50%SPHD: 50%
100% SPHD50/50100% NRSZX
Portfolio after 10yr
$32.9K
Annual income
$1,249.95/yr
Blended yield
3.80%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NRSZX buys
0
SPHD buys
0
No recent congressional trades found for NRSZX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNRSZXSPHD
Forward yield10.19%4.30%
Annual dividend / share$1.34$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$39.2K$26.5K
Annual income after 10y$1,932.54$567.37
Total dividends collected$14.7K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNRSZX PortfolioNRSZX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,719$1,019.06$11,130$430.50+$589.00NRSZX
2$13,656$1,116.12$12,357$447.82+$1.3KNRSZX
3$15,827$1,215.46$13,687$464.65+$2.1KNRSZX
4$18,251$1,316.57$15,126$480.98+$3.1KNRSZX
5$20,948$1,418.93$16,682$496.78+$4.3KNRSZX
6$23,936$1,522.02$18,362$512.03+$5.6KNRSZX
7$27,237$1,625.37$20,174$526.72+$7.1KNRSZX
8$30,872$1,728.52$22,127$540.84+$8.7KNRSZX
9$34,864$1,831.04$24,230$554.39+$10.6KNRSZX
10$39,237$1,932.54$26,493$567.37+$12.7KNRSZX

NRSZX vs SPHD: Complete Analysis 2026

NRSZXStock

NexPoint Real Estate Strategies Fund primarily invests across multiple real estate sectors. The fund operates as an interval fund, which is a type of closed-end fund, and is sponsored by NexPoint Advisors, L.P. NexPoint is an alternative investment advisor.

Full NRSZX 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.