HomeCompareTACU vs SPHD

TACU vs SPHD: Dividend Comparison 2026

TACU yields 8.65% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TACU wins by $8.9K in total portfolio value
10 years
TACU
TACU
● Live price
8.65%
Share price
$23.11
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.5K
Annual income
$1,494.51
Full TACU 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 — TACU vs SPHD

📍 TACU 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 PeriodTACUSPHD
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, TACU + SPHD cover 0 of 12 monthsgood coverage

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

TACU
Annual income on $10K today (after 15% tax)
$735.57/yr
After 10yr DRIP, annual income (after tax)
$1,270.33/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, TACU beats the other by $784.71/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TACU: 50%SPHD: 50%
100% SPHD50/50100% TACU
Portfolio after 10yr
$31.0K
Annual income
$1,032.92/yr
Blended yield
3.33%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TACU buys
0
SPHD buys
0
No recent congressional trades found for TACU or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTACUSPHD
Forward yield8.65%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.5K$26.5K
Annual income after 10y$1,494.51$571.32
Total dividends collected$11.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTACU PortfolioTACU Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,565$865.38$11,133$432.85+$432.00TACU
2$13,310$935.37$12,363$450.36+$947.00TACU
3$15,248$1,006.07$13,695$467.39+$1.6KTACU
4$17,393$1,077.14$15,138$483.90+$2.3KTACU
5$19,758$1,148.25$16,697$499.88+$3.1KTACU
6$22,361$1,219.10$18,382$515.31+$4.0KTACU
7$25,215$1,289.40$20,198$530.17+$5.0KTACU
8$28,339$1,358.89$22,157$544.46+$6.2KTACU
9$31,750$1,427.33$24,266$558.18+$7.5KTACU
10$35,467$1,494.51$26,536$571.32+$8.9KTACU

TACU vs SPHD: Complete Analysis 2026

TACUStock

The fund seeks to provide long-term capital growth.

Full TACU 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.