HomeCompareSSPIX vs SPHD

SSPIX vs SPHD: Dividend Comparison 2026

SSPIX yields 9.32% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SSPIX wins by $10.6K in total portfolio value
10 years
SSPIX
SSPIX
● Live price
9.32%
Share price
$97.10
Annual div
$9.05
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.1K
Annual income
$1,676.53
Full SSPIX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — SSPIX vs SPHD

📍 SSPIX 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 PeriodSSPIXSPHD
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, SSPIX + SPHD cover 0 of 12 monthsgood coverage

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

SSPIX
Annual income on $10K today (after 15% tax)
$792.24/yr
After 10yr DRIP, annual income (after tax)
$1,425.05/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, SSPIX beats the other by $942.79/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 SSPIX + SPHD for your $10,000?

SSPIX: 50%SPHD: 50%
100% SPHD50/50100% SSPIX
Portfolio after 10yr
$31.8K
Annual income
$1,121.95/yr
Blended yield
3.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SSPIX buys
0
SPHD buys
0
No recent congressional trades found for SSPIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSSPIXSPHD
Forward yield9.32%4.30%
Annual dividend / share$9.05$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$37.1K$26.5K
Annual income after 10y$1,676.53$567.37
Total dividends collected$13.0K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSSPIX PortfolioSSPIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,632$932.05$11,130$430.50+$502.00SSPIX
2$13,460$1,013.24$12,357$447.82+$1.1KSSPIX
3$15,497$1,095.72$13,687$464.65+$1.8KSSPIX
4$17,761$1,179.09$15,126$480.98+$2.6KSSPIX
5$20,268$1,262.93$16,682$496.78+$3.6KSSPIX
6$23,033$1,346.86$18,362$512.03+$4.7KSSPIX
7$26,076$1,430.51$20,174$526.72+$5.9KSSPIX
8$29,415$1,513.54$22,127$540.84+$7.3KSSPIX
9$33,069$1,595.64$24,230$554.39+$8.8KSSPIX
10$37,061$1,676.53$26,493$567.37+$10.6KSSPIX

SSPIX vs SPHD: Complete Analysis 2026

SSPIXStock

The fund invests substantially all of its assets (at least 80%) in securities listed in the S&P 500 Index, which is composed of approximately 500 leading U.S. publicly traded companies from a broad range of industries (mostly common stocks). The manager expects the fund's investment result to correspond to the aggregate price and dividend performance of the S&P 500 Index before the fees and expenses of the fund. The fund generally gives the same weight to a given stock as the S&P 500 Index does.

Full SSPIX 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.