HomeCompareSCMIX vs SPHD

SCMIX vs SPHD: Dividend Comparison 2026

SCMIX yields 7.91% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SCMIX wins by $7.2K in total portfolio value
10 years
SCMIX
SCMIX
● Live price
7.91%
Share price
$192.08
Annual div
$15.20
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.8K
Annual income
$1,306.18
Full SCMIX 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 — SCMIX vs SPHD

📍 SCMIX 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 PeriodSCMIXSPHD
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, SCMIX + SPHD cover 0 of 12 monthsgood coverage

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

SCMIX
Annual income on $10K today (after 15% tax)
$672.72/yr
After 10yr DRIP, annual income (after tax)
$1,110.25/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, SCMIX beats the other by $624.63/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SCMIX: 50%SPHD: 50%
100% SPHD50/50100% SCMIX
Portfolio after 10yr
$30.2K
Annual income
$938.75/yr
Blended yield
3.11%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SCMIX buys
0
SPHD buys
0
No recent congressional trades found for SCMIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSCMIXSPHD
Forward yield7.91%4.33%
Annual dividend / share$15.20$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.8K$26.5K
Annual income after 10y$1,306.18$571.32
Total dividends collected$10.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSCMIX PortfolioSCMIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,491$791.44$11,133$432.85+$358.00SCMIX
2$13,146$849.98$12,363$450.36+$783.00SCMIX
3$14,975$908.73$13,695$467.39+$1.3KSCMIX
4$16,990$967.44$15,138$483.90+$1.9KSCMIX
5$19,206$1,025.85$16,697$499.88+$2.5KSCMIX
6$21,634$1,083.74$18,382$515.31+$3.3KSCMIX
7$24,289$1,140.89$20,198$530.17+$4.1KSCMIX
8$27,186$1,197.13$22,157$544.46+$5.0KSCMIX
9$30,342$1,252.27$24,266$558.18+$6.1KSCMIX
10$33,772$1,306.18$26,536$571.32+$7.2KSCMIX

SCMIX vs SPHD: Complete Analysis 2026

SCMIXStock

The investment seeks to provide shareholders with capital gain. Under normal market conditions, the fund invests at least 80% of its net assets in securities of technology and information companies. These companies in which the adviser will concentrate are companies operating in the information technology and communications services sectors, applying a global industry classification standard, as may be amended from time to time, to determine industry/sector classifications, as well as other related industries. The fund may invest up to 25% of its net assets in foreign investments. It is non-diversified.

Full SCMIX 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.