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SURRY vs SPHD: Dividend Comparison 2026

SURRY yields 16.00% · SPHD yields 4.00%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SURRY wins by $866.51M in total portfolio value
10 years
SURRY
SURRY
● Live price
16.00%
Share price
$1.90
Annual div
$0.30
5Y div CAGR
60.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$866.54M
Annual income
$783,243,046.55
Full SURRY calculator →
SPHD
SPHD
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full SPHD calculator →

Portfolio growth — SURRY vs SPHD

📍 SURRY 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 PeriodSURRYSPHD
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, SURRY + SPHD cover 0 of 12 months — good coverage

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

SURRY
Annual income on $10K today (after 15% tax)
$1,360.36/yr
After 10yr DRIP, annual income (after tax)
$665,756,589.57/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, SURRY beats the other by $665,755,825.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SURRY: 50%SPHD: 50%
100% SPHD50/50100% SURRY
Portfolio after 10yr
$433.29M
Annual income
$391,621,972.87/yr
Blended yield
90.38%
📊

Analyst Conviction Gap

Where Wall Street is split right now

SURRY
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
7.8
Piotroski
6/9
SPHD
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SURRY buys
0
SPHD buys
0
No recent congressional trades found for SURRY or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSURRYSPHD
Forward yield16.00% ✓4.00%
Annual dividend / share$0.30$2.00 ✓
Payout ratio50%50%
1-year div growth0%5% ✓
5-year div CAGR60.8% ✓5%
Portfolio after 10y$866.54M ✓$28.0K
Annual income after 10y$783,243,046.55 ✓$899.19
Total dividends collected$860.20M ✓$6.4K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSURRY PortfolioSURRY Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$13,273$2,573.48$11,120$420.00+$2.2K → SURRY
2$19,336$5,133.43$12,357$458.31+$7.0K → SURRY
3$31,928$11,238.09$13,721$499.76+$18.2K → SURRY
4$62,049$27,886.51$15,227$544.58+$46.8K → SURRY
5$147,838$81,445.09$16,885$593.02+$131.0K → SURRY
6$449,806$291,619.55$18,713$645.34+$431.1K → SURRY
7$1,814,688$1,333,395.43$20,724$701.81+$1.79M → SURRY
8$10,025,934$8,084,218.66$22,938$762.73+$10.00M → SURRY
9$77,849,504$67,121,753.69$25,372$828.41+$77.82M → SURRY
10$866,542,015$783,243,046.55$28,047$899.19+$866.51M → SURRY

SURRY vs SPHD: Complete Analysis 2026

SURRY — Stock

Sun Art Retail Group Limited, an investment holding company, operates brick-and-mortar stores and online sales channels in the People's Republic of China. It operates hypermarkets, superstores, and mini stores under RT-Mart, RT-Super, and RT-Mini names. As of March 31, 2022, it had a total of 490 hypermarkets, nine superstores, and 103 mini stores. The company also provides consulting, investment, wholesaling, and retailing services. Sun Art Retail Group Limited was founded in 1998 and is based in Shanghai, the People's Republic of China.

Full SURRY 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.