HomeCompareAEAXX vs SPHD

AEAXX vs SPHD: Dividend Comparison 2026

AEAXX yields 200.00% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AEAXX wins by $119.34M in total portfolio value
10 years
AEAXX
AEAXX
● Live price
200.00%
Share price
$1.00
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$119.36M
Annual income
$60,176,096.29
Full AEAXX 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 — AEAXX vs SPHD

📍 AEAXX 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 PeriodAEAXXSPHD
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, AEAXX + SPHD cover 0 of 12 monthsgood coverage

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

AEAXX
Annual income on $10K today (after 15% tax)
$17,000.00/yr
After 10yr DRIP, annual income (after tax)
$51,149,681.85/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, AEAXX beats the other by $51,149,196.22/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AEAXX: 50%SPHD: 50%
100% SPHD50/50100% AEAXX
Portfolio after 10yr
$59.70M
Annual income
$30,088,333.80/yr
Blended yield
50.40%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AEAXX buys
0
SPHD buys
0
No recent congressional trades found for AEAXX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAEAXXSPHD
Forward yield200.00%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$119.36M$26.5K
Annual income after 10y$60,176,096.29$571.32
Total dividends collected$112.49M$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearAEAXX PortfolioAEAXX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$30,700$20,000.00$11,133$432.85+$19.6KAEAXX
2$90,232$57,383.18$12,363$450.36+$77.9KAEAXX
3$254,173$157,624.56$13,695$467.39+$240.5KAEAXX
4$686,927$414,961.74$15,138$483.90+$671.8KAEAXX
5$1,783,118$1,048,106.39$16,697$499.88+$1.77MAEAXX
6$4,450,613$2,542,677.12$18,382$515.31+$4.43MAEAXX
7$10,693,420$5,931,263.38$20,198$530.17+$10.67MAEAXX
8$24,760,608$13,318,648.86$22,157$544.46+$24.74MAEAXX
9$55,315,649$28,821,798.66$24,266$558.18+$55.29MAEAXX
10$119,363,841$60,176,096.29$26,536$571.32+$119.34MAEAXX

AEAXX vs SPHD: Complete Analysis 2026

AEAXXStock

A USD money market mutual fund that invests ≥ 99.5% in U.S. Treasuries, agency securities, and fully collateralized repos. Designed to maintain a $1 NAV, in compliance with SEC Rule 2a‑7

Full AEAXX 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.