HomeCompareSUNY vs SPHD

SUNY vs SPHD: Dividend Comparison 2026

SUNY yields 20.93% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SUNY wins by $50.8K in total portfolio value
10 years
SUNY
SUNY
● Live price
20.93%
Share price
$9.56
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$77.3K
Annual income
$7,434.29
Full SUNY 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 — SUNY vs SPHD

📍 SUNY 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 PeriodSUNYSPHD
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, SUNY + SPHD cover 0 of 12 monthsgood coverage

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

SUNY
Annual income on $10K today (after 15% tax)
$1,779.17/yr
After 10yr DRIP, annual income (after tax)
$6,319.15/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, SUNY beats the other by $5,833.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SUNY: 50%SPHD: 50%
100% SPHD50/50100% SUNY
Portfolio after 10yr
$51.9K
Annual income
$4,002.80/yr
Blended yield
7.71%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SUNY buys
0
SPHD buys
0
No recent congressional trades found for SUNY or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSUNYSPHD
Forward yield20.93%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$77.3K$26.5K
Annual income after 10y$7,434.29$571.32
Total dividends collected$45.0K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSUNY PortfolioSUNY Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,793$2,093.14$11,133$432.85+$1.7KSUNY
2$16,191$2,502.61$12,363$450.36+$3.8KSUNY
3$20,285$2,960.14$13,695$467.39+$6.6KSUNY
4$25,171$3,465.92$15,138$483.90+$10.0KSUNY
5$30,952$4,019.38$16,697$499.88+$14.3KSUNY
6$37,738$4,619.22$18,382$515.31+$19.4KSUNY
7$45,643$5,263.49$20,198$530.17+$25.4KSUNY
8$54,788$5,949.59$22,157$544.46+$32.6KSUNY
9$65,297$6,674.39$24,266$558.18+$41.0KSUNY
10$77,302$7,434.29$26,536$571.32+$50.8KSUNY

SUNY vs SPHD: Complete Analysis 2026

SUNYStock

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

Full SUNY 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.