HomeCompareSMBMF vs SPHD

SMBMF vs SPHD: Dividend Comparison 2026

SMBMF yields 1.12% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $5.3K in total portfolio value
10 years
SMBMF
SMBMF
● Live price
1.12%
Share price
$1.78
Annual div
$0.02
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.3K
Annual income
$120.86
Full SMBMF 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 — SMBMF 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 PeriodSMBMFSPHD
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, SMBMF + SPHD cover 0 of 12 monthsgood coverage

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

SMBMF
Annual income on $10K today (after 15% tax)
$95.51/yr
After 10yr DRIP, annual income (after tax)
$102.73/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, SPHD beats the other by $382.89/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMBMF: 50%SPHD: 50%
100% SPHD50/50100% SMBMF
Portfolio after 10yr
$23.9K
Annual income
$346.09/yr
Blended yield
1.45%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMBMF buys
0
SPHD buys
0
No recent congressional trades found for SMBMF or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMBMFSPHD
Forward yield1.12%4.33%
Annual dividend / share$0.02$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.3K$26.5K
Annual income after 10y$120.86$571.32
Total dividends collected$1.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSMBMF PortfolioSMBMF Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,812$112.36$11,133$432.85$321.00SPHD
2$11,683$113.54$12,363$450.36$680.00SPHD
3$12,615$114.65$13,695$467.39$1.1KSPHD
4$13,614$115.71$15,138$483.90$1.5KSPHD
5$14,684$116.70$16,697$499.88$2.0KSPHD
6$15,829$117.63$18,382$515.31$2.6KSPHD
7$17,056$118.51$20,198$530.17$3.1KSPHD
8$18,369$119.34$22,157$544.46$3.8KSPHD
9$19,775$120.12$24,266$558.18$4.5KSPHD
10$21,280$120.86$26,536$571.32$5.3KSPHD

SMBMF vs SPHD: Complete Analysis 2026

SMBMFStock

Seatrium Ltd. is an investment holding company, which engages in the provision of management services. It operates through the following segments: Rigs and Floaters, Repairs and Upgrades, Offshore Platforms, and Specialized Shipbuilding; Ship Chartering; and Others. The Others segment includes bulk trading in marine engineering related products; provision of harbour tug services to port users; collection and treatment of used copper slag; and the processing and distribution of copper slag for blast cleaning purposes. The company was founded on April 25, 1963 and is headquartered in Singapore.

Full SMBMF 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.