HomeCompareRSRFX vs SPHD

RSRFX vs SPHD: Dividend Comparison 2026

RSRFX yields 10.37% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 RSRFX wins by $554094.57M in total portfolio value
10 years
RSRFX
RSRFX
● Live price
10.37%
Share price
$11.49
Annual div
$1.19
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$554094.60M
Annual income
$544,012,409,617.23
Full RSRFX 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 — RSRFX vs SPHD

📍 RSRFX 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 PeriodRSRFXSPHD
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, RSRFX + SPHD cover 0 of 12 monthsgood coverage

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

RSRFX
Annual income on $10K today (after 15% tax)
$881.07/yr
After 10yr DRIP, annual income (after tax)
$462,410,548,174.65/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, RSRFX beats the other by $462,410,547,692.38/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RSRFX: 50%SPHD: 50%
100% SPHD50/50100% RSRFX
Portfolio after 10yr
$277047.31M
Annual income
$272,006,205,092.30/yr
Blended yield
98.18%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RSRFX buys
0
SPHD buys
0
No recent congressional trades found for RSRFX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRSRFXSPHD
Forward yield10.37%4.30%
Annual dividend / share$1.19$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$554094.60M$26.5K
Annual income after 10y$544,012,409,617.23$567.37
Total dividends collected$553413.05M$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearRSRFX PortfolioRSRFX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,773$2,073.11$11,130$430.50+$1.6KRSRFX
2$18,617$4,949.54$12,357$447.82+$6.3KRSRFX
3$33,404$13,483.99$13,687$464.65+$19.7KRSRFX
4$80,965$45,222.84$15,126$480.98+$65.8KRSRFX
5$291,515$204,882.13$16,682$496.78+$274.8KRSRFX
6$1,690,759$1,378,838.20$18,362$512.03+$1.67MRSRFX
7$16,757,031$14,947,918.79$20,174$526.72+$16.74MRSRFX
8$294,842,372$276,912,349.12$22,127$540.84+$294.82MRSRFX
9$9,422,607,835$9,107,126,497.15$24,230$554.39+$9422.58MRSRFX
10$554,094,600,001$544,012,409,617.23$26,493$567.37+$554094.57MRSRFX

RSRFX vs SPHD: Complete Analysis 2026

RSRFXStock

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of domestic and foreign public infrastructure companies. The adviser considers a company to be involved to a significant extent in the Utilities and/or the Energy Industry, as applicable, if at least 50% of its assets, gross income or profits are committed to or derived from Utilities or Energy.

Full RSRFX 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.