HomeCompareSMUYX vs SPHD

SMUYX vs SPHD: Dividend Comparison 2026

SMUYX yields 5.25% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SMUYX wins by $1.7K in total portfolio value
10 years
SMUYX
SMUYX
● Live price
5.25%
Share price
$10.15
Annual div
$0.53
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.2K
Annual income
$733.44
Full SMUYX 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 — SMUYX vs SPHD

📍 SMUYX 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 PeriodSMUYXSPHD
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, SMUYX + SPHD cover 0 of 12 monthsgood coverage

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

SMUYX
Annual income on $10K today (after 15% tax)
$445.85/yr
After 10yr DRIP, annual income (after tax)
$623.42/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, SMUYX beats the other by $141.16/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMUYX: 50%SPHD: 50%
100% SPHD50/50100% SMUYX
Portfolio after 10yr
$27.4K
Annual income
$650.40/yr
Blended yield
2.38%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMUYX buys
0
SPHD buys
0
No recent congressional trades found for SMUYX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMUYXSPHD
Forward yield5.25%4.30%
Annual dividend / share$0.53$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.2K$26.5K
Annual income after 10y$733.44$567.37
Total dividends collected$6.3K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSMUYX PortfolioSMUYX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,225$524.53$11,130$430.50+$95.00SMUYX
2$12,560$550.25$12,357$447.82+$203.00SMUYX
3$14,015$575.45$13,687$464.65+$328.00SMUYX
4$15,596$600.09$15,126$480.98+$470.00SMUYX
5$17,312$624.11$16,682$496.78+$630.00SMUYX
6$19,171$647.45$18,362$512.03+$809.00SMUYX
7$21,184$670.08$20,174$526.72+$1.0KSMUYX
8$23,358$691.97$22,127$540.84+$1.2KSMUYX
9$25,707$713.09$24,230$554.39+$1.5KSMUYX
10$28,239$733.44$26,493$567.37+$1.7KSMUYX

SMUYX vs SPHD: Complete Analysis 2026

SMUYXStock

The advisor employs a strategy intended to generate an absolute (i.e., positive) return in various market cycles with reduced correlation to the stock and bond markets. The fund allocates its assets among a variety of investment strategies through the use of: (i) affiliated and unaffiliated funds, including open-end funds, closed-end funds and exchange traded funds (underlying funds); and/or (ii) one or more investment sub-advisers (each, a Sub-Adviser and collectively, the Sub-Advisers).

Full SMUYX 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.