HomeCompareNVSCX vs SPHD

NVSCX vs SPHD: Dividend Comparison 2026

NVSCX yields 6.10% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NVSCX wins by $3.4K in total portfolio value
10 years
NVSCX
NVSCX
● Live price
6.10%
Share price
$32.77
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.9K
Annual income
$900.39
Full NVSCX 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 — NVSCX vs SPHD

📍 NVSCX 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 PeriodNVSCXSPHD
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, NVSCX + SPHD cover 0 of 12 monthsgood coverage

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

NVSCX
Annual income on $10K today (after 15% tax)
$518.77/yr
After 10yr DRIP, annual income (after tax)
$765.33/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, NVSCX beats the other by $283.07/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NVSCX: 50%SPHD: 50%
100% SPHD50/50100% NVSCX
Portfolio after 10yr
$28.2K
Annual income
$733.88/yr
Blended yield
2.60%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NVSCX buys
0
SPHD buys
0
No recent congressional trades found for NVSCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNVSCXSPHD
Forward yield6.10%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$29.9K$26.5K
Annual income after 10y$900.39$567.37
Total dividends collected$7.6K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNVSCX PortfolioNVSCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,310$610.31$11,130$430.50+$180.00NVSCX
2$12,747$645.13$12,357$447.82+$390.00NVSCX
3$14,319$679.52$13,687$464.65+$632.00NVSCX
4$16,035$713.37$15,126$480.98+$909.00NVSCX
5$17,904$746.58$16,682$496.78+$1.2KNVSCX
6$19,936$779.07$18,362$512.03+$1.6KNVSCX
7$22,142$810.75$20,174$526.72+$2.0KNVSCX
8$24,534$841.57$22,127$540.84+$2.4KNVSCX
9$27,123$871.46$24,230$554.39+$2.9KNVSCX
10$29,922$900.39$26,493$567.37+$3.4KNVSCX

NVSCX vs SPHD: Complete Analysis 2026

NVSCXStock

The fund invests at least 80% of its net assets in equity securities of small-capitalization companies. It is a feeder fund that invests substantially all of its assets in the Small Company Growth Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. The fund invests principally in equity securities of small-capitalization companies, which the managers define as companies with market capitalizations within the range of the Russell 2000® Index at the time of purchase.

Full NVSCX 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.