Is SSEFX or SPHD a better dividend investment in 2026?

SSEFX currently yields 6.89% with a 5% 5-year dividend growth rate. SPHD yields 4.00% with 5% growth. The better choice depends on your goal: SSEFX offers higher current income.

What is the dividend yield difference between SSEFX and SPHD?

SSEFX has a forward dividend yield of 6.89% ($0.90/share annually). SPHD yields 4.00% ($2.00/share annually). The yield gap is 2.89 percentage points.

Home › Compare › SSEFX vs SPHD

SSEFX vs SPHD: Dividend Comparison 2026

SSEFX yields 6.89% · SPHD yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 SSEFX wins by $3.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SSEFX

● Live price

6.89%

Share price

$13.07

Annual div

$0.90

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.5K

Annual income

$1,067.38

Full SSEFX calculator →

SPHD

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full SPHD calculator →

Portfolio growth — SSEFX vs SPHD

📍 SSEFX 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 Period	SSEFX	SPHD
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, SSEFX + SPHD cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

—

May

—

Jun

—

Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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SSEFX pays

SPHD pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SSEFX

Annual income on $10K today (after 15% tax)

$585.64/yr

After 10yr DRIP, annual income (after tax)

$907.27/yr

SPHD

Annual income on $10K today (after 15% tax)

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, SSEFX beats the other by $142.96/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 SSEFX + SPHD for your $10,000?

SSEFX: 50%SPHD: 50%

100% SPHD50/50100% SSEFX

Portfolio after 10yr

$29.8K

Annual income

$983.29/yr

Blended yield

3.30%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SSEFX buys

SPHD buys

No recent congressional trades found for SSEFX or SPHD in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSSEFXSPHD

Forward yield	6.89% ✓	4.00%
Annual dividend / share	$0.90	$2.00 ✓
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$31.5K ✓	$28.0K
Annual income after 10y	$1,067.38 ✓	$899.19
Total dividends collected	$8.8K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SSEFX Portfolio	SSEFX Income/yr	SPHD Portfolio	SPHD Income/yr	Gap
1← crossover	$11,389	$688.98	$11,120	$420.00	+$269.00 → SSEFX
2	$12,920	$733.35	$12,357	$458.31	+$563.00 → SSEFX
3	$14,601	$777.48	$13,721	$499.76	+$880.00 → SSEFX
4	$16,445	$821.20	$15,227	$544.58	+$1.2K → SSEFX
5	$18,460	$864.37	$16,885	$593.02	+$1.6K → SSEFX
6	$20,659	$906.83	$18,713	$645.34	+$1.9K → SSEFX
7	$23,054	$948.46	$20,724	$701.81	+$2.3K → SSEFX
8	$25,657	$989.16	$22,938	$762.73	+$2.7K → SSEFX
9	$28,482	$1,028.82	$25,372	$828.41	+$3.1K → SSEFX
10	$31,543	$1,067.38	$28,047	$899.19	+$3.5K → SSEFX

SSEFX vs SPHD: Complete Analysis 2026

SSEFX — Stock

Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in equity securities (common stocks) of U.S. companies. SouthernSun Asset Management, LLC seeks to achieve the fund's investment objective by investing primarily in common stocks of small to middle capitalization U.S. companies that SouthernSun selects using a research-driven, value-oriented investment strategy. The fund is non-diversified.

Full SSEFX Calculator →

SPHD — ETF

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

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.