HomeCompareSRTY vs SPHD

SRTY vs SPHD: Dividend Comparison 2026

SRTY yields 4.52% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SRTY wins by $345.00 in total portfolio value
10 years
SRTY
SRTY
● Live price
4.52%
Share price
$39.74
Annual div
$1.80
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.9K
Annual income
$603.55
Full SRTY 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 — SRTY vs SPHD

📍 SRTY 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 PeriodSRTYSPHD
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, SRTY + SPHD cover 0 of 12 monthsgood coverage

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

SRTY
Annual income on $10K today (after 15% tax)
$384.05/yr
After 10yr DRIP, annual income (after tax)
$513.02/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, SRTY beats the other by $27.40/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SRTY: 50%SPHD: 50%
100% SPHD50/50100% SRTY
Portfolio after 10yr
$26.7K
Annual income
$587.44/yr
Blended yield
2.20%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SRTY buys
0
SPHD buys
0
No recent congressional trades found for SRTY or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSRTYSPHD
Forward yield4.52%4.33%
Annual dividend / share$1.80$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.9K$26.5K
Annual income after 10y$603.55$571.32
Total dividends collected$5.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSRTY PortfolioSRTY Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,152$451.83$11,133$432.85+$19.00SRTY
2$12,403$470.91$12,363$450.36+$40.00SRTY
3$13,761$489.49$13,695$467.39+$66.00SRTY
4$15,232$507.55$15,138$483.90+$94.00SRTY
5$16,823$525.04$16,697$499.88+$126.00SRTY
6$18,543$541.96$18,382$515.31+$161.00SRTY
7$20,399$558.27$20,198$530.17+$201.00SRTY
8$22,401$573.98$22,157$544.46+$244.00SRTY
9$24,558$589.08$24,266$558.18+$292.00SRTY
10$26,881$603.55$26,536$571.32+$345.00SRTY

SRTY vs SPHD: Complete Analysis 2026

SRTYStock

ProShares UltraPro Short Russell2000 seeks daily investment results, before fees and expenses, that correspond to three times the inverse (-3x) of the daily performance of the Russell 2000 Index.

Full SRTY 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.