HomeCompareSPIN vs SPHD

SPIN vs SPHD: Dividend Comparison 2026

SPIN yields 8.50% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SPIN wins by $8.6K in total portfolio value
10 years
SPIN
SPIN
● Live price
8.50%
Share price
$30.26
Annual div
$2.57
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.1K
Annual income
$1,453.61
Full SPIN 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 — SPIN vs SPHD

📍 SPIN 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 PeriodSPINSPHD
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, SPIN + SPHD cover 0 of 12 monthsgood coverage

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

SPIN
Annual income on $10K today (after 15% tax)
$722.31/yr
After 10yr DRIP, annual income (after tax)
$1,235.57/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, SPIN beats the other by $749.95/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPIN: 50%SPHD: 50%
100% SPHD50/50100% SPIN
Portfolio after 10yr
$30.8K
Annual income
$1,012.46/yr
Blended yield
3.29%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPIN buys
0
SPHD buys
0
No recent congressional trades found for SPIN or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPINSPHD
Forward yield8.50%4.33%
Annual dividend / share$2.57$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.1K$26.5K
Annual income after 10y$1,453.61$571.32
Total dividends collected$11.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSPIN PortfolioSPIN Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,550$849.78$11,133$432.85+$417.00SPIN
2$13,276$917.26$12,363$450.36+$913.00SPIN
3$15,190$985.35$13,695$467.39+$1.5KSPIN
4$17,307$1,053.70$15,138$483.90+$2.2KSPIN
5$19,641$1,122.01$16,697$499.88+$2.9KSPIN
6$22,206$1,189.99$18,382$515.31+$3.8KSPIN
7$25,017$1,257.37$20,198$530.17+$4.8KSPIN
8$28,092$1,323.91$22,157$544.46+$5.9KSPIN
9$31,448$1,389.39$24,266$558.18+$7.2KSPIN
10$35,103$1,453.61$26,536$571.32+$8.6KSPIN

SPIN vs SPHD: Complete Analysis 2026

SPINStock

The State Street US Equity Premium Income ETF employs an actively managed strategy that is designed to provide current income while maintaining the potential for long-term growthThe fund invests in a portfolio of large- and mid-cap US stocks that the investment advisor believes exhibit desirable characteristics such as strong fundamentals, attractive valuations, and long-term growth prospects, while dynamically selling call options on a US large-cap exposure, such as the S&P 500 Index, to generate additional monthly incomeThe strategy utilizes a proprietary macroeconomic signal to determine the option strikes (moneyness) of the calls written, seeking to harvest higher option premiums during volatile market conditions to help provide more of a cushion against possible losses in the underlying portfolio, while harvesting lower option premiums during low-risk market conditions which may allow the fund to participate in greater potential market upside

Full SPIN 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.