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SDUSF vs SPHD: Dividend Comparison 2026

SDUSF yields 1.31% · SPHD yields 4.00%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $6.5K in total portfolio value
10 years
SDUSF
SDUSF
● Live price
1.31%
Share price
$8.05
Annual div
$0.11
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.6K
Annual income
$142.97
Full SDUSF calculator →
SPHD
SPHD
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full SPHD calculator →

Portfolio growth — SDUSF 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 PeriodSDUSFSPHD
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, SDUSF + SPHD cover 0 of 12 months — good coverage

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

SDUSF
Annual income on $10K today (after 15% tax)
$111.61/yr
After 10yr DRIP, annual income (after tax)
$121.52/yr
SPHD
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, SPHD beats the other by $642.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SDUSF: 50%SPHD: 50%
100% SPHD50/50100% SDUSF
Portfolio after 10yr
$24.8K
Annual income
$521.09/yr
Blended yield
2.10%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SDUSF buys
0
SPHD buys
0
No recent congressional trades found for SDUSF or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSDUSFSPHD
Forward yield1.31%4.00% ✓
Annual dividend / share$0.11$2.00 ✓
Payout ratio50%50%
1-year div growth0%5% ✓
5-year div CAGR0%5% ✓
Portfolio after 10y$21.6K$28.0K ✓
Annual income after 10y$142.97$899.19 ✓
Total dividends collected$1.4K$6.4K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSDUSF PortfolioSDUSF Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,831$131.30$11,120$420.00$289.00 → SPHD
2$11,722$132.92$12,357$458.31$635.00 → SPHD
3$12,677$134.44$13,721$499.76$1.0K → SPHD
4$13,701$135.88$15,227$544.58$1.5K → SPHD
5$14,797$137.24$16,885$593.02$2.1K → SPHD
6$15,971$138.53$18,713$645.34$2.7K → SPHD
7$17,229$139.74$20,724$701.81$3.5K → SPHD
8$18,576$140.88$22,938$762.73$4.4K → SPHD
9$20,018$141.96$25,372$828.41$5.4K → SPHD
10$21,563$142.97$28,047$899.19$6.5K → SPHD

SDUSF vs SPHD: Complete Analysis 2026

SDUSF — Stock

The investment objective of the Fund is to seek to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI USA ESG Screened Index

Full SDUSF Calculator →

SPHD — ETF

SPHD is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SPHD shares.

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.