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SCUIX vs SPHD: Dividend Comparison 2026

SCUIX yields 13.55% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCUIX wins by $22.2K in total portfolio value
10 years
SCUIX
SCUIX
● Live price
13.55%
Share price
$28.48
Annual div
$3.86
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.8K
Annual income
$3,141.33
Full SCUIX 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 — SCUIX vs SPHD

📍 SCUIX 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 PeriodSCUIXSPHD
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, SCUIX + SPHD cover 0 of 12 monthsgood coverage

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

SCUIX
Annual income on $10K today (after 15% tax)
$1,151.61/yr
After 10yr DRIP, annual income (after tax)
$2,670.13/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, SCUIX beats the other by $2,184.51/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SCUIX: 50%SPHD: 50%
100% SPHD50/50100% SCUIX
Portfolio after 10yr
$37.6K
Annual income
$1,856.32/yr
Blended yield
4.93%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SCUIX buys
0
SPHD buys
0
No recent congressional trades found for SCUIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSCUIXSPHD
Forward yield13.55%4.33%
Annual dividend / share$3.86$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$48.8K$26.5K
Annual income after 10y$3,141.33$571.32
Total dividends collected$22.1K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSCUIX PortfolioSCUIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,055$1,354.83$11,133$432.85+$922.00SCUIX
2$14,425$1,526.38$12,363$450.36+$2.1KSCUIX
3$17,142$1,707.01$13,695$467.39+$3.4KSCUIX
4$20,238$1,895.79$15,138$483.90+$5.1KSCUIX
5$23,746$2,091.74$16,697$499.88+$7.0KSCUIX
6$27,702$2,293.80$18,382$515.31+$9.3KSCUIX
7$32,142$2,500.88$20,198$530.17+$11.9KSCUIX
8$37,104$2,711.88$22,157$544.46+$14.9KSCUIX
9$42,627$2,925.72$24,266$558.18+$18.4KSCUIX
10$48,752$3,141.33$26,536$571.32+$22.2KSCUIX

SCUIX vs SPHD: Complete Analysis 2026

SCUIXStock

Under normal circumstances, the fund invests primarily in equity securities of small capitalization companies, although it may also invest in micro-capitalization, mid-capitalization and large-capitalization companies. It normally invests at least 80% of its assets in securities of small capitalization companies located in the United States. The fund may invest in common and preferred stocks, as well as in over-the-counter securities.

Full SCUIX 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.