Is SWANX or SPHD a better dividend investment in 2026?

SWANX currently yields 7.18% with a 5% 5-year dividend growth rate. SPHD yields 4.30% with 5% growth. The better choice depends on your goal: SWANX offers higher current income.

What is the dividend yield difference between SWANX and SPHD?

SWANX has a forward dividend yield of 7.18% ($1.62/share annually). SPHD yields 4.30% ($2.14/share annually). The yield gap is 2.88 percentage points.

Home › Compare › SWANX vs SPHD

SWANX vs SPHD: Dividend Comparison 2026

SWANX yields 7.18% · SPHD yields 4.30%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 SWANX wins by $5.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SWANX

● Live price

7.18%

Share price

$22.54

Annual div

$1.62

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$32.1K

Annual income

$1,131.41

Full SWANX calculator →

SPHD

● Live price

4.30%

Share price

$49.61

Annual div

$2.14

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.5K

Annual income

$567.37

Full SPHD calculator →

Portfolio growth — SWANX vs SPHD

📍 SWANX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	SWANX	SPHD
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%.

📅

Dividend Calendar Overlap

Combined, SWANX + SPHD cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SWANX pays

SPHD pays

Both pay

Neither

💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SWANX

Annual income on $10K today (after 15% tax)

$609.90/yr

After 10yr DRIP, annual income (after tax)

$961.70/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, SWANX beats the other by $479.43/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SWANX: 50%SPHD: 50%

100% SPHD50/50100% SWANX

Portfolio after 10yr

$29.3K

Annual income

$849.39/yr

Blended yield

2.90%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWANX buys

SPHD buys

No recent congressional trades found for SWANX or SPHD in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSWANXSPHD

Forward yield	7.18% ✓	4.30%
Annual dividend / share	$1.62	$2.14 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$32.1K ✓	$26.5K
Annual income after 10y	$1,131.41 ✓	$567.37
Total dividends collected	$9.3K ✓	$5.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SWANX Portfolio	SWANX Income/yr	SPHD Portfolio	SPHD Income/yr	Gap
1← crossover	$11,418	$717.52	$11,130	$430.50	+$288.00 → SWANX
2	$12,982	$765.64	$12,357	$447.82	+$625.00 → SWANX
3	$14,705	$813.62	$13,687	$464.65	+$1.0K → SWANX
4	$16,595	$861.28	$15,126	$480.98	+$1.5K → SWANX
5	$18,666	$908.43	$16,682	$496.78	+$2.0K → SWANX
6	$20,927	$954.90	$18,362	$512.03	+$2.6K → SWANX
7	$23,392	$1,000.55	$20,174	$526.72	+$3.2K → SWANX
8	$26,075	$1,045.26	$22,127	$540.84	+$3.9K → SWANX
9	$28,989	$1,088.91	$24,230	$554.39	+$4.8K → SWANX
10	$32,150	$1,131.41	$26,493	$567.37	+$5.7K → SWANX

SWANX vs SPHD: Complete Analysis 2026

SWANX — Stock

The fund seeks long-term capital growth.

Full SWANX Calculator →

SPHD — ETF

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 →

📬

Get this SWANX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SWANX vs SCHD SWANX vs JEPI SWANX vs O SWANX vs KO SWANX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.