HomeCompareSZO vs SPHD

SZO vs SPHD: Dividend Comparison 2026

SZO yields 3.59% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $1.3K in total portfolio value
10 years
SZO
SZO
● Live price
3.59%
Share price
$55.69
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.2K
Annual income
$452.41
Full SZO 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 — SZO 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 PeriodSZOSPHD
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, SZO + SPHD cover 0 of 12 monthsgood coverage

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

SZO
Annual income on $10K today (after 15% tax)
$305.26/yr
After 10yr DRIP, annual income (after tax)
$384.55/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 $97.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SZO: 50%SPHD: 50%
100% SPHD50/50100% SZO
Portfolio after 10yr
$25.9K
Annual income
$509.89/yr
Blended yield
1.97%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SZO buys
0
SPHD buys
0
No recent congressional trades found for SZO or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSZOSPHD
Forward yield3.59%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$25.2K$26.5K
Annual income after 10y$452.41$567.37
Total dividends collected$4.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSZO PortfolioSZO Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,059$359.13$11,130$430.50$71.00SPHD
2$12,204$371.18$12,357$447.82$153.00SPHD
3$13,442$382.83$13,687$464.65$245.00SPHD
4$14,777$394.05$15,126$480.98$349.00SPHD
5$16,216$404.85$16,682$496.78$466.00SPHD
6$17,766$415.21$18,362$512.03$596.00SPHD
7$19,435$425.15$20,174$526.72$739.00SPHD
8$21,230$434.66$22,127$540.84$897.00SPHD
9$23,160$443.74$24,230$554.39$1.1KSPHD
10$25,233$452.41$26,493$567.37$1.3KSPHD

SZO vs SPHD: Complete Analysis 2026

SZOStock

The investment seeks to track the price and yield performance, before fees and expenses, of the Deutsche Bank Liquid Commodity index - Optimum Yield Oil Excess Return. The fund allows investors to take a short view on the performance of the index. The index is a rules-based index composed of futures contracts on light sweet crude oil (WTI) and is intended to reflect the performance of crude oil.

Full SZO 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.