HomeCompareRYVFX vs SPHD

RYVFX vs SPHD: Dividend Comparison 2026

RYVFX yields 9.79% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 RYVFX wins by $11.7K in total portfolio value
10 years
RYVFX
RYVFX
● Live price
9.79%
Share price
$10.11
Annual div
$0.99
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.2K
Annual income
$1,810.63
Full RYVFX 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 — RYVFX vs SPHD

📍 RYVFX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodRYVFXSPHD
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%.
📅

Dividend Calendar Overlap

Combined, RYVFX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
RYVFX pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

RYVFX
Annual income on $10K today (after 15% tax)
$831.76/yr
After 10yr DRIP, annual income (after tax)
$1,539.04/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, RYVFX beats the other by $1,053.41/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RYVFX: 50%SPHD: 50%
100% SPHD50/50100% RYVFX
Portfolio after 10yr
$32.4K
Annual income
$1,190.98/yr
Blended yield
3.68%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RYVFX buys
0
SPHD buys
0
No recent congressional trades found for RYVFX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRYVFXSPHD
Forward yield9.79%4.33%
Annual dividend / share$0.99$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.2K$26.5K
Annual income after 10y$1,810.63$571.32
Total dividends collected$13.9K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearRYVFX PortfolioRYVFX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,679$978.54$11,133$432.85+$546.00RYVFX
2$13,564$1,068.03$12,363$450.36+$1.2KRYVFX
3$15,673$1,159.31$13,695$467.39+$2.0KRYVFX
4$18,022$1,251.91$15,138$483.90+$2.9KRYVFX
5$20,629$1,345.37$16,697$499.88+$3.9KRYVFX
6$23,512$1,439.23$18,382$515.31+$5.1KRYVFX
7$26,691$1,533.08$20,198$530.17+$6.5KRYVFX
8$30,186$1,626.50$22,157$544.46+$8.0KRYVFX
9$34,018$1,719.13$24,266$558.18+$9.8KRYVFX
10$38,210$1,810.63$26,536$571.32+$11.7KRYVFX

RYVFX vs SPHD: Complete Analysis 2026

RYVFXStock

The fund's investment adviser invests the fund's assets primarily in equity securities of small-cap companies that Royce believes are trading below its estimate of their current worth. Normally, the fund invests at least 80% of its net assets in equity securities of small-cap companies. Although the fund normally focuses on securities of U.S. companies, it may invest up to 25% of its net assets (measured at the time of investment) in securities of companies headquartered in foreign countries.

Full RYVFX 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 →
📬

Get this RYVFX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

RYVFX vs SCHDRYVFX vs JEPIRYVFX vs ORYVFX vs KORYVFX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.