HomeCompareSPDV vs SPHD

SPDV vs SPHD: Dividend Comparison 2026

SPDV yields 3.23% · SPHD yields 4.00%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $3.4K in total portfolio value
10 years
SPDV
SPDV
● Live price
3.23%
Share price
$37.23
Annual div
$1.20
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.6K
Annual income
$398.20
Full SPDV calculator →
SPHD
SPHD
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full SPHD calculator →

Portfolio growth — SPDV vs SPHD

📍 SPHD 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 PeriodSPDVSPHD
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, SPDV + SPHD cover 0 of 12 monthsgood coverage

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

SPDV
Annual income on $10K today (after 15% tax)
$274.86/yr
After 10yr DRIP, annual income (after tax)
$338.47/yr
SPHD
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, SPHD beats the other by $425.84/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPDV: 50%SPHD: 50%
100% SPHD50/50100% SPDV
Portfolio after 10yr
$26.3K
Annual income
$648.70/yr
Blended yield
2.46%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPDV buys
0
SPHD buys
0
No recent congressional trades found for SPDV or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPDVSPHD
Forward yield3.23%4.00%
Annual dividend / share$1.20$2.00
Payout ratio50%50%
1-year div growth0%5%
5-year div CAGR0%5%
Portfolio after 10y$24.6K$28.0K
Annual income after 10y$398.20$899.19
Total dividends collected$3.6K$6.4K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSPDV PortfolioSPDV Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,023$323.37$11,120$420.00$97.00SPHD
2$12,128$333.14$12,357$458.31$229.00SPHD
3$13,320$342.55$13,721$499.76$401.00SPHD
4$14,604$351.59$15,227$544.58$623.00SPHD
5$15,986$360.26$16,885$593.02$899.00SPHD
6$17,474$368.57$18,713$645.34$1.2KSPHD
7$19,073$376.51$20,724$701.81$1.7KSPHD
8$20,793$384.09$22,938$762.73$2.1KSPHD
9$22,639$391.32$25,372$828.41$2.7KSPHD
10$24,622$398.20$28,047$899.19$3.4KSPHD

SPDV vs SPHD: Complete Analysis 2026

SPDVStock

The index is a rules-based, equal-weighted index that is designed to provide exposure to the constituents of the S&P 500 Index that exhibit both high dividend yield and sustainable dividend distribution characteristics, while maintaining diversified sector exposure. At least 80% of the fund’s net assets, plus borrowings for investment purposes, will be invested in equity securities that (i) are included in the S&P 500 Index and (ii) have had a positive indicated annual dividend yield within the past year.

Full SPDV Calculator →

SPHDETF

SPHD is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SPHD shares.

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.