HomeCompareSTOT vs SPHD

STOT vs SPHD: Dividend Comparison 2026

STOT yields 4.46% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 STOT wins by $231.00 in total portfolio value
10 years
STOT
STOT
● Live price
4.46%
Share price
$47.12
Annual div
$2.10
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.8K
Annual income
$592.92
Full STOT 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 — STOT vs SPHD

📍 STOT 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 PeriodSTOTSPHD
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, STOT + SPHD cover 0 of 12 monthsgood coverage

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

STOT
Annual income on $10K today (after 15% tax)
$378.77/yr
After 10yr DRIP, annual income (after tax)
$503.98/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, STOT beats the other by $18.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

STOT: 50%SPHD: 50%
100% SPHD50/50100% STOT
Portfolio after 10yr
$26.7K
Annual income
$582.12/yr
Blended yield
2.18%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

STOT buys
0
SPHD buys
0
No recent congressional trades found for STOT or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSTOTSPHD
Forward yield4.46%4.33%
Annual dividend / share$2.10$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.8K$26.5K
Annual income after 10y$592.92$571.32
Total dividends collected$5.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSTOT PortfolioSTOT Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,146$445.62$11,133$432.85+$13.00STOT
2$12,390$464.17$12,363$450.36+$27.00STOT
3$13,740$482.24$13,695$467.39+$45.00STOT
4$15,201$499.78$15,138$483.90+$63.00STOT
5$16,782$516.77$16,697$499.88+$85.00STOT
6$18,490$533.19$18,382$515.31+$108.00STOT
7$20,333$549.02$20,198$530.17+$135.00STOT
8$22,321$564.26$22,157$544.46+$164.00STOT
9$24,462$578.89$24,266$558.18+$196.00STOT
10$26,767$592.92$26,536$571.32+$231.00STOT

STOT vs SPHD: Complete Analysis 2026

STOTStock

The State Street DoubleLine Short Duration Total Return Tactical ETF seeks to maximize current income with a dollar-weighted average effective duration between one and three yearsProvides actively managed exposure to short duration fixed income with a dollar weighted average effective duration between one and three yearsCombines traditional and non-traditional fixed income asset classes with the goal of maximizing current income through active sector allocation and security selectionSeeks to outperform the benchmark, in part by exploiting mispriced areas of the bond market while also including asset classes not included in the index such as high yield bonds and emerging markets debt

Full STOT 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.