HomeCompareSREZX vs SPHD

SREZX vs SPHD: Dividend Comparison 2026

SREZX yields 2.41% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $3.3K in total portfolio value
10 years
SREZX
SREZX
● Live price
2.41%
Share price
$14.12
Annual div
$0.34
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.3K
Annual income
$281.34
Full SREZX 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 — SREZX 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 PeriodSREZXSPHD
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, SREZX + SPHD cover 0 of 12 monthsgood coverage

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

SREZX
Annual income on $10K today (after 15% tax)
$204.70/yr
After 10yr DRIP, annual income (after tax)
$239.14/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 $246.48/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SREZX: 50%SPHD: 50%
100% SPHD50/50100% SREZX
Portfolio after 10yr
$24.9K
Annual income
$426.33/yr
Blended yield
1.71%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SREZX buys
0
SPHD buys
0
No recent congressional trades found for SREZX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSREZXSPHD
Forward yield2.41%4.33%
Annual dividend / share$0.34$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.3K$26.5K
Annual income after 10y$281.34$571.32
Total dividends collected$2.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSREZX PortfolioSREZX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,941$240.82$11,133$432.85$192.00SPHD
2$11,953$246.24$12,363$450.36$410.00SPHD
3$13,041$251.42$13,695$467.39$654.00SPHD
4$14,210$256.36$15,138$483.90$928.00SPHD
5$15,466$261.07$16,697$499.88$1.2KSPHD
6$16,814$265.56$18,382$515.31$1.6KSPHD
7$18,261$269.82$20,198$530.17$1.9KSPHD
8$19,813$273.86$22,157$544.46$2.3KSPHD
9$21,478$277.70$24,266$558.18$2.8KSPHD
10$23,263$281.34$26,536$571.32$3.3KSPHD

SREZX vs SPHD: Complete Analysis 2026

SREZXStock

The fund seeks to achieve its investment objective by investing primarily in real estate securities. It normally will invest at least 80% of its investable assets in equity and equity-related securities of real estate companies, principally real estate investment trusts (REITs), and other real estate securities. The fund invests in approximately 30-50 securities in which the portfolio managers have a high level of conviction for seeking capital appreciation and/or income.

Full SREZX 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.