HomeCompareSCHX vs SPHD

SCHX vs SPHD: Dividend Comparison 2026

SCHX yields 1.20% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $5.1K in total portfolio value
10 years
SCHX
SCHX
● Live price
1.20%
Share price
$24.92
Annual div
$0.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$129.74
Full SCHX 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 — SCHX vs SPHD

📍 SPHD 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 PeriodSCHXSPHD
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, SCHX + SPHD cover 0 of 12 monthsgood coverage

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

SCHX
Annual income on $10K today (after 15% tax)
$102.02/yr
After 10yr DRIP, annual income (after tax)
$110.28/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, SPHD beats the other by $375.34/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 SCHX + SPHD for your $10,000?

SCHX: 50%SPHD: 50%
100% SPHD50/50100% SCHX
Portfolio after 10yr
$24.0K
Annual income
$350.53/yr
Blended yield
1.46%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SCHX buys
2
SPHD buys
0
PoliticianChamberTickerTypeAmountDate
Virginia Foxx🏢 House$SCHX▲ Buy$1,001 - $15,0002024-01-17
Virginia Foxx🏢 House$SCHX▲ Buy$1,001 - $15,0002024-01-08
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSCHXSPHD
Forward yield1.20%4.33%
Annual dividend / share$0.30$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.4K$26.5K
Annual income after 10y$129.74$571.32
Total dividends collected$1.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSCHX PortfolioSCHX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,820$120.02$11,133$432.85$313.00SPHD
2$11,699$121.37$12,363$450.36$664.00SPHD
3$12,640$122.64$13,695$467.39$1.1KSPHD
4$13,649$123.84$15,138$483.90$1.5KSPHD
5$14,729$124.98$16,697$499.88$2.0KSPHD
6$15,887$126.05$18,382$515.31$2.5KSPHD
7$17,126$127.06$20,198$530.17$3.1KSPHD
8$18,452$128.01$22,157$544.46$3.7KSPHD
9$19,873$128.90$24,266$558.18$4.4KSPHD
10$21,394$129.74$26,536$571.32$5.1KSPHD

SCHX vs SPHD: Complete Analysis 2026

SCHXStock

The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index.

Full SCHX 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.