HomeCompareSFLWX vs SPHD

SFLWX vs SPHD: Dividend Comparison 2026

SFLWX yields 6.49% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SFLWX wins by $4.2K in total portfolio value
10 years
SFLWX
SFLWX
● Live price
6.49%
Share price
$30.84
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$979.75
Full SFLWX 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 — SFLWX vs SPHD

📍 SFLWX 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 PeriodSFLWXSPHD
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, SFLWX + SPHD cover 0 of 12 monthsgood coverage

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

SFLWX
Annual income on $10K today (after 15% tax)
$551.23/yr
After 10yr DRIP, annual income (after tax)
$832.79/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, SFLWX beats the other by $347.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SFLWX: 50%SPHD: 50%
100% SPHD50/50100% SFLWX
Portfolio after 10yr
$28.6K
Annual income
$775.54/yr
Blended yield
2.71%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SFLWX buys
0
SPHD buys
0
No recent congressional trades found for SFLWX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSFLWXSPHD
Forward yield6.49%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$30.7K$26.5K
Annual income after 10y$979.75$571.32
Total dividends collected$8.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSFLWX PortfolioSFLWX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,349$648.51$11,133$432.85+$216.00SFLWX
2$12,831$687.81$12,363$450.36+$468.00SFLWX
3$14,456$726.77$13,695$467.39+$761.00SFLWX
4$16,233$765.25$15,138$483.90+$1.1KSFLWX
5$18,172$803.11$16,697$499.88+$1.5KSFLWX
6$20,284$840.24$18,382$515.31+$1.9KSFLWX
7$22,581$876.55$20,198$530.17+$2.4KSFLWX
8$25,074$911.95$22,157$544.46+$2.9KSFLWX
9$27,775$946.37$24,266$558.18+$3.5KSFLWX
10$30,699$979.75$26,536$571.32+$4.2KSFLWX

SFLWX vs SPHD: Complete Analysis 2026

SFLWXStock

The investment seeks growth of capital. The fund's principal investment strategies are growth, value and "focused." It is managed by two subadvisers, one manages the large-cap growth portion of the fund and the other manages the large-cap value portion of the fund. The fund will invest approximately 50% of its assets in the large-cap growth portion of the fund and 50% of its assets in the large-cap value portion of the fund. It normally invests at least 80% of its net assets, plus any borrowing for investment purposes, in large-cap companies. The fund is non-diversified.

Full SFLWX 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.