HomeCompareSVSCX vs SPHD

SVSCX vs SPHD: Dividend Comparison 2026

SVSCX yields 3.64% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $1.2K in total portfolio value
10 years
SVSCX
SVSCX
● Live price
3.64%
Share price
$55.02
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.3K
Annual income
$459.19
Full SVSCX 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 — SVSCX vs SPHD

📍 SPHD 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 PeriodSVSCXSPHD
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, SVSCX + SPHD cover 0 of 12 monthsgood coverage

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

SVSCX
Annual income on $10K today (after 15% tax)
$308.98/yr
After 10yr DRIP, annual income (after tax)
$390.31/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, SPHD beats the other by $91.95/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SVSCX: 50%SPHD: 50%
100% SPHD50/50100% SVSCX
Portfolio after 10yr
$25.9K
Annual income
$513.28/yr
Blended yield
1.98%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVSCX buys
0
SPHD buys
0
No recent congressional trades found for SVSCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVSCXSPHD
Forward yield3.64%4.30%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.3K$26.5K
Annual income after 10y$459.19$567.37
Total dividends collected$4.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSVSCX PortfolioSVSCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,064$363.50$11,130$430.50$66.00SPHD
2$12,214$375.85$12,357$447.82$143.00SPHD
3$13,457$387.79$13,687$464.65$230.00SPHD
4$14,798$399.29$15,126$480.98$328.00SPHD
5$16,244$410.37$16,682$496.78$438.00SPHD
6$17,802$421.00$18,362$512.03$560.00SPHD
7$19,479$431.20$20,174$526.72$695.00SPHD
8$21,284$440.96$22,127$540.84$843.00SPHD
9$23,224$450.29$24,230$554.39$1.0KSPHD
10$25,309$459.19$26,493$567.37$1.2KSPHD

SVSCX vs SPHD: Complete Analysis 2026

SVSCXStock

The investment seeks to maximize the total return through investment in equity securities. The fund will invest at least 80% of its net assets (plus borrowings, if any) in equity securities of companies in the Russell 2000® Index, the fund's benchmark. It may invest up to 20% of its net assets in equity securities not included in the Russell 2000® Index.

Full SVSCX 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.