HomeCompareSASWX vs SPHD

SASWX vs SPHD: Dividend Comparison 2026

SASWX yields 9.08% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SASWX wins by $10.0K in total portfolio value
10 years
SASWX
SASWX
● Live price
9.08%
Share price
$22.03
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.5K
Annual income
$1,609.09
Full SASWX 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 — SASWX vs SPHD

📍 SASWX 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 PeriodSASWXSPHD
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, SASWX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SASWX
Annual income on $10K today (after 15% tax)
$771.67/yr
After 10yr DRIP, annual income (after tax)
$1,367.73/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, SASWX beats the other by $885.46/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SASWX: 50%SPHD: 50%
100% SPHD50/50100% SASWX
Portfolio after 10yr
$31.5K
Annual income
$1,088.23/yr
Blended yield
3.46%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SASWX buys
0
SPHD buys
0
No recent congressional trades found for SASWX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSASWXSPHD
Forward yield9.08%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$36.5K$26.5K
Annual income after 10y$1,609.09$567.37
Total dividends collected$12.6K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSASWX PortfolioSASWX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,608$907.85$11,130$430.50+$478.00SASWX
2$13,405$984.88$12,357$447.82+$1.0KSASWX
3$15,407$1,062.98$13,687$464.65+$1.7KSASWX
4$17,627$1,141.75$15,126$480.98+$2.5KSASWX
5$20,082$1,220.83$16,682$496.78+$3.4KSASWX
6$22,787$1,299.85$18,362$512.03+$4.4KSASWX
7$25,761$1,378.49$20,174$526.72+$5.6KSASWX
8$29,020$1,456.42$22,127$540.84+$6.9KSASWX
9$32,585$1,533.37$24,230$554.39+$8.4KSASWX
10$36,475$1,609.09$26,493$567.37+$10.0KSASWX

SASWX vs SPHD: Complete Analysis 2026

SASWXStock

Under normal circumstances, the fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization (small-cap) companies. Small-cap companies will generally include companies whose market capitalizations are equal to or less than the largest company in the Russell 2000® Index during the most recent 12-month period.

Full SASWX 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 SASWX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SASWX vs SCHDSASWX vs JEPISASWX vs OSASWX vs KOSASWX 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.