HomeCompareSMYIX vs SPHD

SMYIX vs SPHD: Dividend Comparison 2026

SMYIX yields 6.82% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SMYIX wins by $4.9K in total portfolio value
10 years
SMYIX
SMYIX
● Live price
6.82%
Share price
$27.43
Annual div
$1.87
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.4K
Annual income
$1,053.08
Full SMYIX 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 — SMYIX vs SPHD

📍 SMYIX 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 PeriodSMYIXSPHD
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, SMYIX + SPHD cover 0 of 12 monthsgood coverage

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

SMYIX
Annual income on $10K today (after 15% tax)
$580.12/yr
After 10yr DRIP, annual income (after tax)
$895.12/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, SMYIX beats the other by $409.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMYIX: 50%SPHD: 50%
100% SPHD50/50100% SMYIX
Portfolio after 10yr
$29.0K
Annual income
$812.20/yr
Blended yield
2.80%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMYIX buys
0
SPHD buys
0
No recent congressional trades found for SMYIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMYIXSPHD
Forward yield6.82%4.33%
Annual dividend / share$1.87$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.4K$26.5K
Annual income after 10y$1,053.08$571.32
Total dividends collected$8.7K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSMYIX PortfolioSMYIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,382$682.49$11,133$432.85+$249.00SMYIX
2$12,905$726.03$12,363$450.36+$542.00SMYIX
3$14,578$769.31$13,695$467.39+$883.00SMYIX
4$16,411$812.17$15,138$483.90+$1.3KSMYIX
5$18,414$854.45$16,697$499.88+$1.7KSMYIX
6$20,599$896.03$18,382$515.31+$2.2KSMYIX
7$22,977$936.78$20,198$530.17+$2.8KSMYIX
8$25,562$976.60$22,157$544.46+$3.4KSMYIX
9$28,367$1,015.39$24,266$558.18+$4.1KSMYIX
10$31,406$1,053.08$26,536$571.32+$4.9KSMYIX

SMYIX vs SPHD: Complete Analysis 2026

SMYIXStock

The fund invests primarily in the common stock of U.S. and non-U.S. issuers. Under normal circumstances, it invests at least 80% of its assets in equity and equity-related securities. Equity securities include exchange-traded and over-the-counter (OTC) common and preferred stocks, warrants and rights, securities convertible into common stocks, and securities of other investment companies and of real estate investment trusts ("REITs").

Full SMYIX 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.