HomeCompareSMMD vs SPHD

SMMD vs SPHD: Dividend Comparison 2026

SMMD yields 1.22% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $5.1K in total portfolio value
10 years
SMMD
SMMD
● Live price
1.22%
Share price
$76.35
Annual div
$0.93
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$131.97
Full SMMD 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 — SMMD 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 PeriodSMMDSPHD
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, SMMD + SPHD cover 0 of 12 monthsgood coverage

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

SMMD
Annual income on $10K today (after 15% tax)
$103.64/yr
After 10yr DRIP, annual income (after tax)
$112.17/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, SPHD beats the other by $370.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMMD: 50%SPHD: 50%
100% SPHD50/50100% SMMD
Portfolio after 10yr
$24.0K
Annual income
$349.66/yr
Blended yield
1.46%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMMD buys
0
SPHD buys
0
No recent congressional trades found for SMMD or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMMDSPHD
Forward yield1.22%4.30%
Annual dividend / share$0.93$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.4K$26.5K
Annual income after 10y$131.97$567.37
Total dividends collected$1.3K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSMMD PortfolioSMMD Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,822$121.93$11,130$430.50$308.00SPHD
2$11,703$123.32$12,357$447.82$654.00SPHD
3$12,647$124.63$13,687$464.65$1.0KSPHD
4$13,658$125.88$15,126$480.98$1.5KSPHD
5$14,741$127.05$16,682$496.78$1.9KSPHD
6$15,901$128.15$18,362$512.03$2.5KSPHD
7$17,143$129.19$20,174$526.72$3.0KSPHD
8$18,473$130.17$22,127$540.84$3.7KSPHD
9$19,898$131.10$24,230$554.39$4.3KSPHD
10$21,422$131.97$26,493$567.37$5.1KSPHD

SMMD vs SPHD: Complete Analysis 2026

SMMDStock

The iShares Russell 2500 ETF seeks to track the investment results of an index composed of mid- and small-capitalization U.S. equities.

Full SMMD 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.