HomeCompareSIUPX vs SPHD

SIUPX vs SPHD: Dividend Comparison 2026

SIUPX yields 4.49% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SIUPX wins by $300.00 in total portfolio value
10 years
SIUPX
SIUPX
● Live price
4.49%
Share price
$16.32
Annual div
$0.73
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.8K
Annual income
$599.36
Full SIUPX 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 — SIUPX vs SPHD

📍 SIUPX 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 PeriodSIUPXSPHD
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, SIUPX + SPHD cover 0 of 12 monthsgood coverage

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

SIUPX
Annual income on $10K today (after 15% tax)
$381.97/yr
After 10yr DRIP, annual income (after tax)
$509.46/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, SIUPX beats the other by $23.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SIUPX: 50%SPHD: 50%
100% SPHD50/50100% SIUPX
Portfolio after 10yr
$26.7K
Annual income
$585.34/yr
Blended yield
2.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SIUPX buys
0
SPHD buys
0
No recent congressional trades found for SIUPX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSIUPXSPHD
Forward yield4.49%4.33%
Annual dividend / share$0.73$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.8K$26.5K
Annual income after 10y$599.36$571.32
Total dividends collected$5.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSIUPX PortfolioSIUPX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,149$449.38$11,133$432.85+$16.00SIUPX
2$12,398$468.25$12,363$450.36+$35.00SIUPX
3$13,753$486.63$13,695$467.39+$58.00SIUPX
4$15,220$504.48$15,138$483.90+$82.00SIUPX
5$16,807$521.78$16,697$499.88+$110.00SIUPX
6$18,522$538.50$18,382$515.31+$140.00SIUPX
7$20,373$554.62$20,198$530.17+$175.00SIUPX
8$22,369$570.14$22,157$544.46+$212.00SIUPX
9$24,520$585.06$24,266$558.18+$254.00SIUPX
10$26,836$599.36$26,536$571.32+$300.00SIUPX

SIUPX vs SPHD: Complete Analysis 2026

SIUPXStock

The investment seeks to provide current income. The fund normally invests at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in investment grade fixed-income securities. It may, without limitation, seek to obtain exposure to the securities in which it primarily invests through a variety of investment vehicles, principally closed-end funds, exchange-traded funds ("ETFs") and other mutual funds. The fund may invest up to 20% of its assets in preferred stock.

Full SIUPX 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.