HomeCompareXPMSX vs SPHD

XPMSX vs SPHD: Dividend Comparison 2026

XPMSX yields 1.18% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $5.2K in total portfolio value
10 years
XPMSX
XPMSX
● Live price
1.18%
Share price
$58.78
Annual div
$0.69
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$127.31
Full XPMSX 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 — XPMSX vs SPHD

📍 SPHD 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 PeriodXPMSXSPHD
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, XPMSX + SPHD cover 0 of 12 monthsgood coverage

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

XPMSX
Annual income on $10K today (after 15% tax)
$100.24/yr
After 10yr DRIP, annual income (after tax)
$108.21/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, SPHD beats the other by $377.41/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

XPMSX: 50%SPHD: 50%
100% SPHD50/50100% XPMSX
Portfolio after 10yr
$23.9K
Annual income
$349.31/yr
Blended yield
1.46%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

XPMSX buys
0
SPHD buys
0
No recent congressional trades found for XPMSX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricXPMSXSPHD
Forward yield1.18%4.33%
Annual dividend / share$0.69$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.4K$26.5K
Annual income after 10y$127.31$571.32
Total dividends collected$1.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearXPMSX PortfolioXPMSX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,818$117.93$11,133$432.85$315.00SPHD
2$11,694$119.23$12,363$450.36$669.00SPHD
3$12,633$120.46$13,695$467.39$1.1KSPHD
4$13,639$121.62$15,138$483.90$1.5KSPHD
5$14,717$122.71$16,697$499.88$2.0KSPHD
6$15,871$123.74$18,382$515.31$2.5KSPHD
7$17,107$124.72$20,198$530.17$3.1KSPHD
8$18,430$125.63$22,157$544.46$3.7KSPHD
9$19,846$126.50$24,266$558.18$4.4KSPHD
10$21,363$127.31$26,536$571.32$5.2KSPHD

XPMSX vs SPHD: Complete Analysis 2026

XPMSXStock

A non‑diversified, closed‑end management investment company that invests in private market assets with the objective of long-term capital appreciation and providing current income through quarterly distributions

Full XPMSX 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.