HomeCompareTMSIX vs SPHD

TMSIX vs SPHD: Dividend Comparison 2026

TMSIX yields 12.35% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TMSIX wins by $18.7K in total portfolio value
10 years
TMSIX
TMSIX
● Live price
12.35%
Share price
$33.90
Annual div
$4.19
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.1K
Annual income
$2,666.99
Full TMSIX 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 — TMSIX vs SPHD

📍 TMSIX 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 PeriodTMSIXSPHD
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, TMSIX + SPHD cover 0 of 12 monthsgood coverage

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

TMSIX
Annual income on $10K today (after 15% tax)
$1,049.83/yr
After 10yr DRIP, annual income (after tax)
$2,266.94/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, TMSIX beats the other by $1,784.68/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

TMSIX: 50%SPHD: 50%
100% SPHD50/50100% TMSIX
Portfolio after 10yr
$35.8K
Annual income
$1,617.18/yr
Blended yield
4.51%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TMSIX buys
0
SPHD buys
0
No recent congressional trades found for TMSIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTMSIXSPHD
Forward yield12.35%4.30%
Annual dividend / share$4.19$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$45.1K$26.5K
Annual income after 10y$2,666.99$567.37
Total dividends collected$19.3K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTMSIX PortfolioTMSIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,935$1,235.09$11,130$430.50+$805.00TMSIX
2$14,148$1,377.65$12,357$447.82+$1.8KTMSIX
3$16,665$1,526.27$13,687$464.65+$3.0KTMSIX
4$19,512$1,680.15$15,126$480.98+$4.4KTMSIX
5$22,716$1,838.46$16,682$496.78+$6.0KTMSIX
6$26,306$2,000.36$18,362$512.03+$7.9KTMSIX
7$30,313$2,164.98$20,174$526.72+$10.1KTMSIX
8$34,766$2,331.50$22,127$540.84+$12.6KTMSIX
9$39,699$2,499.10$24,230$554.39+$15.5KTMSIX
10$45,145$2,666.99$26,493$567.37+$18.7KTMSIX

TMSIX vs SPHD: Complete Analysis 2026

TMSIXStock

The investment seeks long-term capital growth. The fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities of mid-sized companies. The Adviser focuses mainly on the equity securities of mid-sized U.S. companies which have market capitalizations equivalent to those included in widely known indices such as the Russell Midcap Index, S&P MidCap 400 Index, or the mid-sized company market capitalization classifications published by Lipper, Inc.

Full TMSIX 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.