HomeCompareTVRVX vs SPHD

TVRVX vs SPHD: Dividend Comparison 2026

TVRVX yields 5.99% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TVRVX wins by $3.2K in total portfolio value
10 years
TVRVX
TVRVX
● Live price
5.99%
Share price
$22.10
Annual div
$1.32
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.7K
Annual income
$877.96
Full TVRVX 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 — TVRVX vs SPHD

📍 TVRVX 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 PeriodTVRVXSPHD
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, TVRVX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TVRVX
Annual income on $10K today (after 15% tax)
$509.35/yr
After 10yr DRIP, annual income (after tax)
$746.27/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, TVRVX beats the other by $264.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TVRVX: 50%SPHD: 50%
100% SPHD50/50100% TVRVX
Portfolio after 10yr
$28.1K
Annual income
$722.66/yr
Blended yield
2.57%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TVRVX buys
0
SPHD buys
0
No recent congressional trades found for TVRVX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTVRVXSPHD
Forward yield5.99%4.30%
Annual dividend / share$1.32$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.7K$26.5K
Annual income after 10y$877.96$567.37
Total dividends collected$7.4K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTVRVX PortfolioTVRVX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,299$599.24$11,130$430.50+$169.00TVRVX
2$12,723$632.79$12,357$447.82+$366.00TVRVX
3$14,279$665.91$13,687$464.65+$592.00TVRVX
4$15,978$698.49$15,126$480.98+$852.00TVRVX
5$17,826$730.42$16,682$496.78+$1.1KTVRVX
6$19,836$761.63$18,362$512.03+$1.5KTVRVX
7$22,016$792.04$20,174$526.72+$1.8KTVRVX
8$24,379$821.59$22,127$540.84+$2.3KTVRVX
9$26,936$850.25$24,230$554.39+$2.7KTVRVX
10$29,699$877.96$26,493$567.37+$3.2KTVRVX

TVRVX vs SPHD: Complete Analysis 2026

TVRVXStock

The fund seeks to achieve its objective primarily by investing in equity securities, including common stocks and convertible securities, of well-financed real estate and real estate-related companies, or in companies which own significant real estate assets or derive a significant portion of gross revenues or net profits from real estate-related companies at the time of investment. Under normal circumstances, at least 80% of the fund's net assets (plus the amount of any borrowing for investment purposes) will be invested in securities of real estate and real estate-related companies.

Full TVRVX 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 TVRVX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

TVRVX vs SCHDTVRVX vs JEPITVRVX vs OTVRVX vs KOTVRVX 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.