HomeCompareSPHD vs MSEX

SPHD vs MSEX: Dividend Comparison 2026

SPHD yields 4.33% · MSEX yields 2.65%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MSEX wins by $22.1K in total portfolio value· pulled ahead in Year 3
10 years
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 →
MSEX
MSEX
● Live price
2.65%
Share price
$52.74
Annual div
$1.40
5Y div CAGR
31.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.7K
Annual income
$8,246.31
Full MSEX calculator →

Portfolio growth — SPHD vs MSEX

📍 MSEX pulled ahead of the other in Year 3

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSPHDMSEX
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%.
📅

Dividend Calendar Overlap

Combined, SPHD + MSEX cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SPHD pays
MSEX pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SPHD
Annual income on $10K today (after 15% tax)
$367.92/yr
After 10yr DRIP, annual income (after tax)
$485.62/yr
MSEX
Annual income on $10K today (after 15% tax)
$225.64/yr
After 10yr DRIP, annual income (after tax)
$7,009.36/yr
At 15% tax rate, MSEX beats the other by $6,523.74/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPHD: 50%MSEX: 50%
100% MSEX50/50100% SPHD
Portfolio after 10yr
$37.6K
Annual income
$4,408.82/yr
Blended yield
11.72%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MSEX right now

SPHD
No analyst data
MSEX
Analyst Ratings
3
Buy
1
Hold
Consensus: Buy
Price Target
$53.50
+1.4% upside vs current
Range: $52.00 — $55.00
Altman Z
1.1
Piotroski
4/9
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPHD buys
0
MSEX buys
0
No recent congressional trades found for SPHD or MSEX in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPHDMSEX
Forward yield4.33%2.65%
Annual dividend / share$2.14$1.40
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%31.2%
Portfolio after 10y$26.5K$48.7K
Annual income after 10y$571.32$8,246.31
Total dividends collected$5.1K$25.1K
Payment frequencyquarterlyquarterly
SectorETFStock

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

YearSPHD PortfolioSPHD Income/yrMSEX PortfolioMSEX Income/yrGap
1$11,133$432.85$11,048$348.27+$85.00SPHD
2$12,363$450.36$12,293$471.81+$70.00SPHD
3← crossover$13,695$467.39$13,798$643.72$103.00MSEX
4$15,138$483.90$15,649$885.89$511.00MSEX
5$16,697$499.88$17,977$1,232.03$1.3KMSEX
6$18,382$515.31$20,971$1,735.35$2.6KMSEX
7$20,198$530.17$24,921$2,482.19$4.7KMSEX
8$22,157$544.46$30,282$3,616.88$8.1KMSEX
9$24,266$558.18$37,791$5,389.01$13.5KMSEX
10$26,536$571.32$48,683$8,246.31$22.1KMSEX

SPHD vs MSEX: Complete Analysis 2026

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 →

MSEXStock

Middlesex Water Company owns and operates regulated water utility and wastewater systems. It operates in two segments, Regulated and Non-Regulated. The Regulated segment collects, treats, and distributes water on a retail and wholesale basis to residential, commercial, industrial, and fire protection customers, as well as provides regulated wastewater systems in New Jersey and Delaware. The Non-Regulated segment provides non-regulated contract services for the operation and maintenance of municipal and private water and wastewater systems in New Jersey and Delaware. The company was incorporated in 1896 and is headquartered in Iselin, New Jersey.

Full MSEX Calculator →
📬

Get this SPHD vs MSEX comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SPHD vs SCHDSPHD vs JEPISPHD vs OSPHD vs KOSPHD vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.