HomeCompareYEAR vs SPHD

YEAR vs SPHD: Dividend Comparison 2026

YEAR yields 4.27% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $102.00 in total portfolio value
10 years
YEAR
YEAR
● Live price
4.27%
Share price
$50.47
Annual div
$2.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.4K
Annual income
$561.90
Full YEAR 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 — YEAR 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 PeriodYEARSPHD
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, YEAR + SPHD cover 0 of 12 monthsgood coverage

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

YEAR
Annual income on $10K today (after 15% tax)
$363.14/yr
After 10yr DRIP, annual income (after tax)
$477.61/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 $8.01/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

YEAR: 50%SPHD: 50%
100% SPHD50/50100% YEAR
Portfolio after 10yr
$26.5K
Annual income
$566.61/yr
Blended yield
2.14%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

YEAR buys
0
SPHD buys
0
No recent congressional trades found for YEAR or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricYEARSPHD
Forward yield4.27%4.33%
Annual dividend / share$2.16$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.4K$26.5K
Annual income after 10y$561.90$571.32
Total dividends collected$5.0K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearYEAR PortfolioYEAR Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,127$427.23$11,133$432.85$6.00SPHD
2$12,350$444.28$12,363$450.36$13.00SPHD
3$13,676$460.86$13,695$467.39$19.00SPHD
4$15,110$476.94$15,138$483.90$28.00SPHD
5$16,660$492.48$16,697$499.88$37.00SPHD
6$18,334$507.48$18,382$515.31$48.00SPHD
7$20,139$521.93$20,198$530.17$59.00SPHD
8$22,085$535.82$22,157$544.46$72.00SPHD
9$24,180$549.14$24,266$558.18$86.00SPHD
10$26,434$561.90$26,536$571.32$102.00SPHD

YEAR vs SPHD: Complete Analysis 2026

YEARStock

An actively managed ultra short fixed income bond ETF that seeks to provide current income, consistent with preservation of capital

Full YEAR 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.