HomeCompareSEPI vs SPHD

SEPI vs SPHD: Dividend Comparison 2026

SEPI yields 4.43% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SEPI wins by $227.00 in total portfolio value
10 years
SEPI
SEPI
● Live price
4.43%
Share price
$25.06
Annual div
$1.11
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.7K
Annual income
$588.52
Full SEPI calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — SEPI vs SPHD

📍 SEPI 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 PeriodSEPISPHD
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, SEPI + SPHD cover 0 of 12 monthsgood coverage

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

SEPI
Annual income on $10K today (after 15% tax)
$376.57/yr
After 10yr DRIP, annual income (after tax)
$500.24/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, SEPI beats the other by $17.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SEPI: 50%SPHD: 50%
100% SPHD50/50100% SEPI
Portfolio after 10yr
$26.6K
Annual income
$577.94/yr
Blended yield
2.17%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SEPI buys
0
SPHD buys
0
No recent congressional trades found for SEPI or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSEPISPHD
Forward yield4.43%4.30%
Annual dividend / share$1.11$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.7K$26.5K
Annual income after 10y$588.52$567.37
Total dividends collected$5.2K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSEPI PortfolioSEPI Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,143$443.03$11,130$430.50+$13.00SEPI
2$12,384$461.37$12,357$447.82+$27.00SEPI
3$13,731$479.22$13,687$464.65+$44.00SEPI
4$15,188$496.55$15,126$480.98+$62.00SEPI
5$16,765$513.33$16,682$496.78+$83.00SEPI
6$18,468$529.55$18,362$512.03+$106.00SEPI
7$20,306$545.18$20,174$526.72+$132.00SEPI
8$22,287$560.22$22,127$540.84+$160.00SEPI
9$24,422$574.67$24,230$554.39+$192.00SEPI
10$26,720$588.52$26,493$567.37+$227.00SEPI

SEPI vs SPHD: Complete Analysis 2026

SEPIStock

It is the fund’s policy that, under normal market conditions, it will invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in common stocks.

Full SEPI 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.