HomeCompareSCIU vs SPHD

SCIU vs SPHD: Dividend Comparison 2026

SCIU yields 5.97% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SCIU wins by $3.1K in total portfolio value
10 years
SCIU
SCIU
● Live price
5.97%
Share price
$33.48
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.7K
Annual income
$874.21
Full SCIU 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 — SCIU vs SPHD

📍 SCIU 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 PeriodSCIUSPHD
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, SCIU + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SCIU
Annual income on $10K today (after 15% tax)
$507.76/yr
After 10yr DRIP, annual income (after tax)
$743.08/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, SCIU beats the other by $257.46/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SCIU: 50%SPHD: 50%
100% SPHD50/50100% SCIU
Portfolio after 10yr
$28.1K
Annual income
$722.77/yr
Blended yield
2.57%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SCIU buys
0
SPHD buys
0
No recent congressional trades found for SCIU or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSCIUSPHD
Forward yield5.97%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.7K$26.5K
Annual income after 10y$874.21$571.32
Total dividends collected$7.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSCIU PortfolioSCIU Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,297$597.37$11,133$432.85+$164.00SCIU
2$12,719$630.72$12,363$450.36+$356.00SCIU
3$14,273$663.63$13,695$467.39+$578.00SCIU
4$15,968$695.99$15,138$483.90+$830.00SCIU
5$17,813$727.71$16,697$499.88+$1.1KSCIU
6$19,819$758.70$18,382$515.31+$1.4KSCIU
7$21,995$788.90$20,198$530.17+$1.8KSCIU
8$24,353$818.25$22,157$544.46+$2.2KSCIU
9$26,905$846.70$24,266$558.18+$2.6KSCIU
10$29,662$874.21$26,536$571.32+$3.1KSCIU

SCIU vs SPHD: Complete Analysis 2026

SCIUStock

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Scientific Beta United States Multi-Beta Multi-Strategy Four-Factor Equal Risk Contribution (ERC) Index. The fund invests at least 80% of its total assets in the securities of the underlying index. The underlying index generally comprises approximately 500 or less U.S. listed common stocks selected based on a proprietary methodology developed by EDHEC Risk Institute Asia Ltd.

Full SCIU 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.