HomeCompareSPEDX vs SPHD

SPEDX vs SPHD: Dividend Comparison 2026

SPEDX yields 0.10% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $6.7K in total portfolio value
10 years
SPEDX
SPEDX
● Live price
0.10%
Share price
$20.57
Annual div
$0.02
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.8K
Annual income
$9.69
Full SPEDX 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 — SPEDX 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 PeriodSPEDXSPHD
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, SPEDX + SPHD cover 0 of 12 monthsgood coverage

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

SPEDX
Annual income on $10K today (after 15% tax)
$8.18/yr
After 10yr DRIP, annual income (after tax)
$8.24/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, SPHD beats the other by $477.39/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPEDX: 50%SPHD: 50%
100% SPHD50/50100% SPEDX
Portfolio after 10yr
$23.2K
Annual income
$290.50/yr
Blended yield
1.25%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPEDX buys
0
SPHD buys
0
No recent congressional trades found for SPEDX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPEDXSPHD
Forward yield0.10%4.33%
Annual dividend / share$0.02$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$19.8K$26.5K
Annual income after 10y$9.69$571.32
Total dividends collected$97.00$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSPEDX PortfolioSPEDX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,710$9.63$11,133$432.85$423.00SPHD
2$11,469$9.63$12,363$450.36$894.00SPHD
3$12,281$9.64$13,695$467.39$1.4KSPHD
4$13,151$9.65$15,138$483.90$2.0KSPHD
5$14,081$9.66$16,697$499.88$2.6KSPHD
6$15,076$9.66$18,382$515.31$3.3KSPHD
7$16,141$9.67$20,198$530.17$4.1KSPHD
8$17,281$9.68$22,157$544.46$4.9KSPHD
9$18,500$9.68$24,266$558.18$5.8KSPHD
10$19,805$9.69$26,536$571.32$6.7KSPHD

SPEDX vs SPHD: Complete Analysis 2026

SPEDXStock

The fund invests in a portfolio of U.S. and foreign equity securities (common stocks, preferred stocks and convertible securities). It may invest a portion of its assets in securities issued by small capitalization companies. The fund may also invest a portion of its assets in equity securities not listed on an exchange. It can invest in foreign securities.

Full SPEDX 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.