HomeCompareTLVAX vs SPHD

TLVAX vs SPHD: Dividend Comparison 2026

TLVAX yields 8.86% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TLVAX wins by $9.5K in total portfolio value
10 years
TLVAX
TLVAX
● Live price
8.86%
Share price
$22.44
Annual div
$1.99
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.0K
Annual income
$1,550.28
Full TLVAX 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 — TLVAX vs SPHD

📍 TLVAX 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 PeriodTLVAXSPHD
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, TLVAX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
TLVAX pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

TLVAX
Annual income on $10K today (after 15% tax)
$753.33/yr
After 10yr DRIP, annual income (after tax)
$1,317.74/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, TLVAX beats the other by $835.47/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TLVAX: 50%SPHD: 50%
100% SPHD50/50100% TLVAX
Portfolio after 10yr
$31.2K
Annual income
$1,058.82/yr
Blended yield
3.39%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TLVAX buys
0
SPHD buys
0
No recent congressional trades found for TLVAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTLVAXSPHD
Forward yield8.86%4.30%
Annual dividend / share$1.99$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.0K$26.5K
Annual income after 10y$1,550.28$567.37
Total dividends collected$12.2K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTLVAX PortfolioTLVAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,586$886.27$11,130$430.50+$456.00TLVAX
2$13,357$959.68$12,357$447.82+$1.0KTLVAX
3$15,326$1,033.97$13,687$464.65+$1.6KTLVAX
4$17,508$1,108.78$15,126$480.98+$2.4KTLVAX
5$19,917$1,183.75$16,682$496.78+$3.2KTLVAX
6$22,570$1,258.55$18,362$512.03+$4.2KTLVAX
7$25,482$1,332.87$20,174$526.72+$5.3KTLVAX
8$28,672$1,406.44$22,127$540.84+$6.5KTLVAX
9$32,159$1,478.98$24,230$554.39+$7.9KTLVAX
10$35,960$1,550.28$26,493$567.37+$9.5KTLVAX

TLVAX vs SPHD: Complete Analysis 2026

TLVAXStock

The fund normally invests in U.S. common stocks. It will normally invest at least 80% of its total assets in companies whose total market capitalization exceeds $2 billion. The fund invests using a value investing style. Value funds typically emphasize stocks whose prices are below average in relation to such measures as earnings and book value; these stocks often have above-average dividend yields.

Full TLVAX 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 →
📬

Get this TLVAX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

TLVAX vs SCHDTLVAX vs JEPITLVAX vs OTLVAX vs KOTLVAX 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.