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SSAIX vs SPHD: Dividend Comparison 2026

SSAIX yields 9.89% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SSAIX wins by $11.9K in total portfolio value
10 years
SSAIX
SSAIX
● Live price
9.89%
Share price
$14.35
Annual div
$1.42
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.5K
Annual income
$1,842.66
Full SSAIX 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 — SSAIX vs SPHD

📍 SSAIX 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 PeriodSSAIXSPHD
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, SSAIX + SPHD cover 0 of 12 monthsgood coverage

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

SSAIX
Annual income on $10K today (after 15% tax)
$840.94/yr
After 10yr DRIP, annual income (after tax)
$1,566.26/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, SSAIX beats the other by $1,080.64/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

SSAIX: 50%SPHD: 50%
100% SPHD50/50100% SSAIX
Portfolio after 10yr
$32.5K
Annual income
$1,206.99/yr
Blended yield
3.71%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SSAIX buys
0
SPHD buys
0
No recent congressional trades found for SSAIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSSAIXSPHD
Forward yield9.89%4.33%
Annual dividend / share$1.42$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.5K$26.5K
Annual income after 10y$1,842.66$571.32
Total dividends collected$14.1K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSSAIX PortfolioSSAIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,689$989.34$11,133$432.85+$556.00SSAIX
2$13,588$1,080.81$12,363$450.36+$1.2KSSAIX
3$15,714$1,174.21$13,695$467.39+$2.0KSSAIX
4$18,083$1,269.04$15,138$483.90+$2.9KSSAIX
5$20,713$1,364.82$16,697$499.88+$4.0KSSAIX
6$23,624$1,461.09$18,382$515.31+$5.2KSSAIX
7$26,836$1,557.41$20,198$530.17+$6.6KSSAIX
8$30,367$1,653.37$22,157$544.46+$8.2KSSAIX
9$34,242$1,748.57$24,266$558.18+$10.0KSSAIX
10$38,481$1,842.66$26,536$571.32+$11.9KSSAIX

SSAIX vs SPHD: Complete Analysis 2026

SSAIXStock

The fund will invest at least 80% of its net assets (plus borrowings, if any) in equity securities of foreign issuers, such as common stocks issued by companies in the countries and industries represented in the MSCI® EAFE® Index, the fund's benchmark. It may hold a portion of its assets in cash and cash instruments.

Full SSAIX 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.