HomeCompareSTMDX vs SPHD

STMDX vs SPHD: Dividend Comparison 2026

STMDX yields 5.56% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 STMDX wins by $2.3K in total portfolio value
10 years
STMDX
STMDX
● Live price
5.56%
Share price
$34.40
Annual div
$1.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.8K
Annual income
$792.11
Full STMDX 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 — STMDX vs SPHD

📍 STMDX 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 PeriodSTMDXSPHD
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, STMDX + SPHD cover 0 of 12 monthsgood coverage

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

STMDX
Annual income on $10K today (after 15% tax)
$472.24/yr
After 10yr DRIP, annual income (after tax)
$673.29/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, STMDX beats the other by $191.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

STMDX: 50%SPHD: 50%
100% SPHD50/50100% STMDX
Portfolio after 10yr
$27.7K
Annual income
$679.73/yr
Blended yield
2.46%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

STMDX buys
0
SPHD buys
0
No recent congressional trades found for STMDX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSTMDXSPHD
Forward yield5.56%4.30%
Annual dividend / share$1.91$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.8K$26.5K
Annual income after 10y$792.11$567.37
Total dividends collected$6.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSTMDX PortfolioSTMDX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,256$555.58$11,130$430.50+$126.00STMDX
2$12,628$584.43$12,357$447.82+$271.00STMDX
3$14,125$612.79$13,687$464.65+$438.00STMDX
4$15,754$640.58$15,126$480.98+$628.00STMDX
5$17,524$667.73$16,682$496.78+$842.00STMDX
6$19,445$694.18$18,362$512.03+$1.1KSTMDX
7$21,526$719.88$20,174$526.72+$1.4KSTMDX
8$23,778$744.79$22,127$540.84+$1.7KSTMDX
9$26,211$768.87$24,230$554.39+$2.0KSTMDX
10$28,838$792.11$26,493$567.37+$2.3KSTMDX

STMDX vs SPHD: Complete Analysis 2026

STMDXStock

To pursue its investment objective, the fund will invest, under normal circumstances, at least 80% of its net assets in securities of real estate and real estate-related companies, or in companies which own significant real estate assets at the time of purchase ("real estate companies") including Real Estate Investment Trusts ("REITs").

Full STMDX 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.