HomeCompareSMMOX vs SPHD

SMMOX vs SPHD: Dividend Comparison 2026

SMMOX yields 3.43% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SMMOX wins by $1.8K in total portfolio value· pulled ahead in Year 5
10 years
SMMOX
SMMOX
● Live price
3.43%
Share price
$14.76
Annual div
$0.51
5Y div CAGR
8.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.2K
Annual income
$1,060.64
Full SMMOX 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 — SMMOX vs SPHD

📍 SMMOX pulled ahead of the other in Year 5

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 PeriodSMMOXSPHD
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, SMMOX + SPHD cover 0 of 12 monthsgood coverage

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

SMMOX
Annual income on $10K today (after 15% tax)
$291.24/yr
After 10yr DRIP, annual income (after tax)
$901.54/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, SMMOX beats the other by $419.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMMOX: 50%SPHD: 50%
100% SPHD50/50100% SMMOX
Portfolio after 10yr
$27.4K
Annual income
$814.00/yr
Blended yield
2.97%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMMOX buys
0
SPHD buys
0
No recent congressional trades found for SMMOX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMMOXSPHD
Forward yield3.43%4.30%
Annual dividend / share$0.51$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR8.4%0%
Portfolio after 10y$28.2K$26.5K
Annual income after 10y$1,060.64$567.37
Total dividends collected$6.6K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSMMOX PortfolioSMMOX Income/yrSPHD PortfolioSPHD Income/yrGap
1$11,071$371.42$11,130$430.50$59.00SPHD
2$12,263$416.59$12,357$447.82$94.00SPHD
3$13,589$467.47$13,687$464.65$98.00SPHD
4$15,065$524.79$15,126$480.98$61.00SPHD
5← crossover$16,709$589.40$16,682$496.78+$27.00SMMOX
6$18,541$662.27$18,362$512.03+$179.00SMMOX
7$20,583$744.49$20,174$526.72+$409.00SMMOX
8$22,861$837.32$22,127$540.84+$734.00SMMOX
9$25,404$942.16$24,230$554.39+$1.2KSMMOX
10$28,243$1,060.64$26,493$567.37+$1.8KSMMOX

SMMOX vs SPHD: Complete Analysis 2026

SMMOXStock

The fund normally invests at least 80% of its assets in municipal securities and other investments with similar economic characteristics, the interest on which is exempt from regular federal income tax but which may be subject to the federal alternative minimum tax. It normally invests in intermediate-term and long-term municipal securities that have remaining maturities from one to more than thirty years at the time of purchase.

Full SMMOX 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.