HomeCompareVSEQX vs SPHD

VSEQX vs SPHD: Dividend Comparison 2026

VSEQX yields 11.28% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VSEQX wins by $15.6K in total portfolio value
10 years
VSEQX
VSEQX
● Live price
11.28%
Share price
$37.10
Annual div
$4.18
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$42.1K
Annual income
$2,284.52
Full VSEQX 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 — VSEQX vs SPHD

📍 VSEQX 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 PeriodVSEQXSPHD
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, VSEQX + SPHD cover 0 of 12 monthsgood coverage

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

VSEQX
Annual income on $10K today (after 15% tax)
$958.82/yr
After 10yr DRIP, annual income (after tax)
$1,941.84/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, VSEQX beats the other by $1,456.22/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VSEQX: 50%SPHD: 50%
100% SPHD50/50100% VSEQX
Portfolio after 10yr
$34.3K
Annual income
$1,427.92/yr
Blended yield
4.16%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VSEQX buys
0
SPHD buys
0
No recent congressional trades found for VSEQX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVSEQXSPHD
Forward yield11.28%4.33%
Annual dividend / share$4.18$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$42.1K$26.5K
Annual income after 10y$2,284.52$571.32
Total dividends collected$17.0K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearVSEQX PortfolioVSEQX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,828$1,128.02$11,133$432.85+$695.00VSEQX
2$13,903$1,246.94$12,363$450.36+$1.5KVSEQX
3$16,246$1,369.80$13,695$467.39+$2.6KVSEQX
4$18,879$1,495.93$15,138$483.90+$3.7KVSEQX
5$21,825$1,624.66$16,697$499.88+$5.1KVSEQX
6$25,108$1,755.33$18,382$515.31+$6.7KVSEQX
7$28,753$1,887.27$20,198$530.17+$8.6KVSEQX
8$32,786$2,019.84$22,157$544.46+$10.6KVSEQX
9$37,233$2,152.45$24,266$558.18+$13.0KVSEQX
10$42,124$2,284.52$26,536$571.32+$15.6KVSEQX

VSEQX vs SPHD: Complete Analysis 2026

VSEQXStock

This actively managed fund purchases mid- and small-capitalization stocks that the advisor believes have above-average growth potential. The advisor relies on a computer-driven stock selection process in an attempt to build a portfolio with risk characteristics similar to those of the fund’s comparative index, while seeking to provide better returns. Because it focuses on medium-sized and smaller companies, the fund’s performance may be more volatile than that of the broad U.S. stock market. This fund may be considered complementary to a long-term portfolio with large-cap exposure.

Full VSEQX 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.