HomeCompareSVSPX vs SPHD

SVSPX vs SPHD: Dividend Comparison 2026

SVSPX yields 8.93% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SVSPX wins by $9.6K in total portfolio value
10 years
SVSPX
SVSPX
● Live price
8.93%
Share price
$259.00
Annual div
$23.13
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.1K
Annual income
$1,568.32
Full SVSPX 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 — SVSPX vs SPHD

📍 SVSPX 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 PeriodSVSPXSPHD
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, SVSPX + SPHD cover 0 of 12 monthsgood coverage

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

SVSPX
Annual income on $10K today (after 15% tax)
$759.00/yr
After 10yr DRIP, annual income (after tax)
$1,333.07/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, SVSPX beats the other by $847.45/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SVSPX: 50%SPHD: 50%
100% SPHD50/50100% SVSPX
Portfolio after 10yr
$31.3K
Annual income
$1,069.82/yr
Blended yield
3.42%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVSPX buys
0
SPHD buys
0
No recent congressional trades found for SVSPX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVSPXSPHD
Forward yield8.93%4.33%
Annual dividend / share$23.13$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.1K$26.5K
Annual income after 10y$1,568.32$571.32
Total dividends collected$12.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSVSPX PortfolioSVSPX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,593$892.94$11,133$432.85+$460.00SVSPX
2$13,372$967.46$12,363$450.36+$1.0KSVSPX
3$15,351$1,042.92$13,695$467.39+$1.7KSVSPX
4$17,544$1,118.93$15,138$483.90+$2.4KSVSPX
5$19,968$1,195.16$16,697$499.88+$3.3KSVSPX
6$22,637$1,271.25$18,382$515.31+$4.3KSVSPX
7$25,568$1,346.89$20,198$530.17+$5.4KSVSPX
8$28,780$1,421.79$22,157$544.46+$6.6KSVSPX
9$32,290$1,495.68$24,266$558.18+$8.0KSVSPX
10$36,118$1,568.32$26,536$571.32+$9.6KSVSPX

SVSPX vs SPHD: Complete Analysis 2026

SVSPXStock

The adviser uses an index tracking management strategy designed to track the performance of the S&P 500® Index (S&P 500 or index). The index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors and that measures the performance of the large-cap sector of the U.S. equities market.

Full SVSPX 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.