HomeCompareSSDEF vs SPHD

SSDEF vs SPHD: Dividend Comparison 2026

SSDEF yields 4.80% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SSDEF wins by $863.00 in total portfolio value
10 years
SSDEF
SSDEF
● Live price
4.80%
Share price
$41.67
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.4K
Annual income
$652.59
Full SSDEF 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 — SSDEF vs SPHD

📍 SSDEF pulled ahead of the other in Year 1

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 PeriodSSDEFSPHD
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, SSDEF + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SSDEF
Annual income on $10K today (after 15% tax)
$407.97/yr
After 10yr DRIP, annual income (after tax)
$554.70/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, SSDEF beats the other by $69.08/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SSDEF: 50%SPHD: 50%
100% SPHD50/50100% SSDEF
Portfolio after 10yr
$27.0K
Annual income
$611.95/yr
Blended yield
2.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SSDEF buys
0
SPHD buys
0
No recent congressional trades found for SSDEF or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSSDEFSPHD
Forward yield4.80%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.4K$26.5K
Annual income after 10y$652.59$571.32
Total dividends collected$5.7K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSSDEF PortfolioSSDEF Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,180$479.96$11,133$432.85+$47.00SSDEF
2$12,464$501.49$12,363$450.36+$101.00SSDEF
3$13,859$522.51$13,695$467.39+$164.00SSDEF
4$15,372$542.99$15,138$483.90+$234.00SSDEF
5$17,011$562.87$16,697$499.88+$314.00SSDEF
6$18,784$582.13$18,382$515.31+$402.00SSDEF
7$20,700$600.75$20,198$530.17+$502.00SSDEF
8$22,767$618.70$22,157$544.46+$610.00SSDEF
9$24,997$635.99$24,266$558.18+$731.00SSDEF
10$27,399$652.59$26,536$571.32+$863.00SSDEF

SSDEF vs SPHD: Complete Analysis 2026

SSDEFStock

SSDEF is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SSDEF shares.

Full SSDEF 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 →
📬

Get this SSDEF vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SSDEF vs SCHDSSDEF vs JEPISSDEF vs OSSDEF vs KOSSDEF 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.