HomeCompareWRMK vs SPHD

WRMK vs SPHD: Dividend Comparison 2026

WRMK yields 40.00% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 WRMK wins by $883.00 in total portfolio value
10 years
WRMK
WRMK
● Live price
40.00%
Share price
$5.00
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.4K
Annual income
$5.44
Full WRMK 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 — WRMK vs SPHD

📍 WRMK 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 PeriodWRMKSPHD
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, WRMK + SPHD cover 0 of 12 monthsgood coverage

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

WRMK
Annual income on $10K today (after 15% tax)
$3,400.00/yr
After 10yr DRIP, annual income (after tax)
$4.62/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, SPHD beats the other by $477.64/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WRMK: 50%SPHD: 50%
100% SPHD50/50100% WRMK
Portfolio after 10yr
$26.9K
Annual income
$286.40/yr
Blended yield
1.06%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WRMK buys
0
SPHD buys
0
No recent congressional trades found for WRMK or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWRMKSPHD
Forward yield40.00%4.30%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$27.4K$26.5K
Annual income after 10y$5.44$567.37
Total dividends collected$4.5K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWRMK PortfolioWRMK Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,700$2,000.00$11,130$430.50+$1.6KWRMK
2$14,776$1,186.92$12,357$447.82+$2.4KWRMK
3$16,456$645.29$13,687$464.65+$2.8KWRMK
4$17,943$335.82$15,126$480.98+$2.8KWRMK
5$19,370$171.11$16,682$496.78+$2.7KWRMK
6$20,813$86.32$18,362$512.03+$2.5KWRMK
7$22,313$43.34$20,174$526.72+$2.1KWRMK
8$23,896$21.71$22,127$540.84+$1.8KWRMK
9$25,580$10.87$24,230$554.39+$1.4KWRMK
10$27,376$5.44$26,493$567.37+$883.00WRMK

WRMK vs SPHD: Complete Analysis 2026

WRMKStock

WLT, formerly known as CWI 2, is a self-managed, publicly owned, non-traded real estate investment trust ("REIT") that, together with its consolidated subsidiaries, invests in, manages and seeks to enhance the value of, interests in lodging and lodging-related properties in the United States.

Full WRMK 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.