HomeCompareSMRSX vs SPHD

SMRSX vs SPHD: Dividend Comparison 2026

SMRSX yields 3.91% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SMRSX wins by $1610.78M in total portfolio value
10 years
SMRSX
SMRSX
● Live price
3.91%
Share price
$10.24
Annual div
$0.40
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1610.81M
Annual income
$1,535,447,371.50
Full SMRSX 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 — SMRSX vs SPHD

📍 SMRSX 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 PeriodSMRSXSPHD
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, SMRSX + SPHD cover 0 of 12 monthsgood coverage

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

SMRSX
Annual income on $10K today (after 15% tax)
$332.70/yr
After 10yr DRIP, annual income (after tax)
$1,305,130,265.77/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, SMRSX beats the other by $1,305,129,783.51/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

SMRSX: 50%SPHD: 50%
100% SPHD50/50100% SMRSX
Portfolio after 10yr
$805.42M
Annual income
$767,723,969.43/yr
Blended yield
95.32%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMRSX buys
0
SPHD buys
0
No recent congressional trades found for SMRSX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMRSXSPHD
Forward yield3.91%4.30%
Annual dividend / share$0.40$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$1610.81M$26.5K
Annual income after 10y$1,535,447,371.50$567.37
Total dividends collected$1605.41M$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSMRSX PortfolioSMRSX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,483$782.81$11,130$430.50+$353.00SMRSX
2$13,967$1,680.17$12,357$447.82+$1.6KSMRSX
3$18,764$3,819.85$13,687$464.65+$5.1KSMRSX
4$29,670$9,592.43$15,126$480.98+$14.5KSMRSX
5$60,098$28,350.69$16,682$496.78+$43.4KSMRSX
6$171,641$107,336.57$18,362$512.03+$153.3KSMRSX
7$756,659$573,002.79$20,174$526.72+$736.5KSMRSX
8$5,531,141$4,721,515.69$22,127$540.84+$5.51MSMRSX
9$70,430,573$64,512,252.39$24,230$554.39+$70.41MSMRSX
10$1,610,808,085$1,535,447,371.50$26,493$567.37+$1610.78MSMRSX

SMRSX vs SPHD: Complete Analysis 2026

SMRSXStock

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in short- and intermediate-term fixed-income securities including government securities, corporate bonds or notes and agency securities. It may also invest in asset-backed securities, money market instruments, commercial loans, and foreign debt securities.

Full SMRSX 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.