HomeCompareSKSEX vs SPHD

SKSEX vs SPHD: Dividend Comparison 2026

SKSEX yields 7.64% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SKSEX wins by $6.7K in total portfolio value
10 years
SKSEX
SKSEX
● Live price
7.64%
Share price
$30.27
Annual div
$2.31
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.2K
Annual income
$1,239.19
Full SKSEX 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 — SKSEX vs SPHD

📍 SKSEX 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 PeriodSKSEXSPHD
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, SKSEX + SPHD cover 0 of 12 monthsgood coverage

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

SKSEX
Annual income on $10K today (after 15% tax)
$649.20/yr
After 10yr DRIP, annual income (after tax)
$1,053.31/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, SKSEX beats the other by $571.05/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SKSEX: 50%SPHD: 50%
100% SPHD50/50100% SKSEX
Portfolio after 10yr
$29.8K
Annual income
$903.28/yr
Blended yield
3.03%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SKSEX buys
0
SPHD buys
0
No recent congressional trades found for SKSEX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSKSEXSPHD
Forward yield7.64%4.30%
Annual dividend / share$2.31$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.2K$26.5K
Annual income after 10y$1,239.19$567.37
Total dividends collected$10.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSKSEX PortfolioSKSEX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,464$763.76$11,130$430.50+$334.00SKSEX
2$13,084$818.28$12,357$447.82+$727.00SKSEX
3$14,873$872.86$13,687$464.65+$1.2KSKSEX
4$16,842$927.28$15,126$480.98+$1.7KSKSEX
5$19,002$981.31$16,682$496.78+$2.3KSKSEX
6$21,367$1,034.75$18,362$512.03+$3.0KSKSEX
7$23,950$1,087.41$20,174$526.72+$3.8KSKSEX
8$26,766$1,139.13$22,127$540.84+$4.6KSKSEX
9$29,829$1,189.77$24,230$554.39+$5.6KSKSEX
10$33,156$1,239.19$26,493$567.37+$6.7KSKSEX

SKSEX vs SPHD: Complete Analysis 2026

SKSEXStock

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. Small-capitalization companies are those with a market capitalization, at the time of purchase, of less than $5 billion or otherwise within the range of capitalizations of companies in the Russell 2000® Index, the S&P SmallCap 600 Index, or the Dow Jones U.S. Small-Cap Total Stock Market Index. The fund may also invest in REITs.

Full SKSEX 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.