HomeCompareUPTDW vs SPHD

UPTDW vs SPHD: Dividend Comparison 2026

UPTDW yields 832.99% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 UPTDW wins by $3906533.72M in total portfolio value
10 years
UPTDW
UPTDW
● Live price
832.99%
Share price
$0.24
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$3906533.75M
Annual income
$3,160,225,813,779.20
Full UPTDW 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 — UPTDW vs SPHD

📍 UPTDW 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 PeriodUPTDWSPHD
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, UPTDW + SPHD cover 0 of 12 monthsgood coverage

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

UPTDW
Annual income on $10K today (after 15% tax)
$70,803.83/yr
After 10yr DRIP, annual income (after tax)
$2,686,191,941,712.32/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, UPTDW beats the other by $2,686,191,941,226.70/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

UPTDW: 50%SPHD: 50%
100% SPHD50/50100% UPTDW
Portfolio after 10yr
$1953266.89M
Annual income
$1,580,112,907,175.26/yr
Blended yield
80.90%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UPTDW buys
0
SPHD buys
0
No recent congressional trades found for UPTDW or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUPTDWSPHD
Forward yield832.99%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$3906533.75M$26.5K
Annual income after 10y$3,160,225,813,779.20$571.32
Total dividends collected$3847909.50M$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearUPTDW PortfolioUPTDW Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$93,999$83,298.63$11,133$432.85+$82.9KUPTDW
2$832,350$731,771.62$12,363$450.36+$820.0KUPTDW
3$6,946,482$6,055,867.18$13,695$467.39+$6.93MUPTDW
4$54,666,375$47,233,639.09$15,138$483.90+$54.65MUPTDW
5$405,887,569$347,394,547.96$16,697$499.88+$405.87MUPTDW
6$2,844,897,175$2,410,597,476.11$18,382$515.31+$2844.88MUPTDW
7$18,834,753,096$15,790,713,119.26$20,198$530.17+$18834.73MUPTDW
8$117,856,956,152$97,703,770,338.70$22,157$544.46+$117856.93MUPTDW
9$697,484,048,593$571,377,105,511.15$24,266$558.18+$697484.02MUPTDW
10$3,906,533,745,774$3,160,225,813,779.20$26,536$571.32+$3906533.72MUPTDW

UPTDW vs SPHD: Complete Analysis 2026

UPTDWStock

UPTDW is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in UPTDW shares.

Full UPTDW 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.