HomeCompareSOUHY vs SPHD

SOUHY vs SPHD: Dividend Comparison 2026

SOUHY yields 1.93% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SOUHY wins by $9.9K in total portfolio value· pulled ahead in Year 5
10 years
SOUHY
SOUHY
● Live price
1.93%
Share price
$15.51
Annual div
$0.30
5Y div CAGR
29.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.4K
Annual income
$4,218.16
Full SOUHY 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 — SOUHY vs SPHD

📍 SOUHY 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 PeriodSOUHYSPHD
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, SOUHY + SPHD cover 0 of 12 monthsgood coverage

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

SOUHY
Annual income on $10K today (after 15% tax)
$163.86/yr
After 10yr DRIP, annual income (after tax)
$3,585.44/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, SOUHY beats the other by $3,103.17/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 SOUHY + SPHD for your $10,000?

SOUHY: 50%SPHD: 50%
100% SPHD50/50100% SOUHY
Portfolio after 10yr
$31.5K
Annual income
$2,392.76/yr
Blended yield
7.61%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SOUHY right now

SOUHY
Analyst Ratings
4
Buy
1
Hold
Consensus: Buy
Altman Z
2.8
Piotroski
7/9
SPHD
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOUHY buys
0
SPHD buys
0
No recent congressional trades found for SOUHY or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOUHYSPHD
Forward yield1.93%4.30%
Annual dividend / share$0.30$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR29.6%0%
Portfolio after 10y$36.4K$26.5K
Annual income after 10y$4,218.16$567.37
Total dividends collected$14.2K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSOUHY PortfolioSOUHY Income/yrSPHD PortfolioSPHD Income/yrGap
1$10,950$249.84$11,130$430.50$180.00SPHD
2$12,048$331.35$12,357$447.82$309.00SPHD
3$13,333$441.58$13,687$464.65$354.00SPHD
4$14,858$591.89$15,126$480.98$268.00SPHD
5← crossover$16,697$798.92$16,682$496.78+$15.00SOUHY
6$18,953$1,087.43$18,362$512.03+$591.00SOUHY
7$21,775$1,495.09$20,174$526.72+$1.6KSOUHY
8$25,379$2,080.49$22,127$540.84+$3.3KSOUHY
9$30,093$2,937.09$24,230$554.39+$5.9KSOUHY
10$36,418$4,218.16$26,493$567.37+$9.9KSOUHY

SOUHY vs SPHD: Complete Analysis 2026

SOUHYStock

South32 Limited operates as a diversified metals and mining company in Australia, Southern Africa, North America, and South America. The company operates through Worsley Alumina, Hillside Aluminium, Mozal Aluminium, Brazil Alumina, Illawarra Metallurgical Coal, Eagle Downs Metallurgical Coal, Australia Manganese, South Africa Managanese, Cerro Matoso, Cannington, Hermosa, and South Africa Energy Coal segments. It has a portfolio of assets producing alumina, aluminum, bauxite, energy and metallurgical coal, manganese ore and alloy, ferronickel, silver, lead, zinc, and other base metals. The company also exports its products. South32 Limited has a strategic alliance agreement with AusQuest Limited for exploration opportunity in gold-copper targets at the Gunanya Project. The company was formerly known as BHP Coal Holdings Pty Limited and changed its name to South32 Limited. South32 Limited was incorporated in 2000 and is headquartered in Perth, Australia.

Full SOUHY 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.