HomeCompareAFIFX vs SPHD

AFIFX vs SPHD: Dividend Comparison 2026

AFIFX yields 9.05% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AFIFX wins by $9.9K in total portfolio value
10 years
AFIFX
AFIFX
● Live price
9.05%
Share price
$86.08
Annual div
$7.79
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.4K
Annual income
$1,599.99
Full AFIFX 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 — AFIFX vs SPHD

📍 AFIFX 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 PeriodAFIFXSPHD
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, AFIFX + SPHD cover 0 of 12 monthsgood coverage

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

AFIFX
Annual income on $10K today (after 15% tax)
$768.86/yr
After 10yr DRIP, annual income (after tax)
$1,359.99/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, AFIFX beats the other by $874.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AFIFX: 50%SPHD: 50%
100% SPHD50/50100% AFIFX
Portfolio after 10yr
$31.5K
Annual income
$1,085.66/yr
Blended yield
3.45%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AFIFX buys
0
SPHD buys
0
No recent congressional trades found for AFIFX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAFIFXSPHD
Forward yield9.05%4.33%
Annual dividend / share$7.79$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.4K$26.5K
Annual income after 10y$1,599.99$571.32
Total dividends collected$12.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearAFIFX PortfolioAFIFX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,605$904.54$11,133$432.85+$472.00AFIFX
2$13,398$981.01$12,363$450.36+$1.0KAFIFX
3$15,394$1,058.52$13,695$467.39+$1.7KAFIFX
4$17,609$1,136.67$15,138$483.90+$2.5KAFIFX
5$20,056$1,215.11$16,697$499.88+$3.4KAFIFX
6$22,754$1,293.48$18,382$515.31+$4.4KAFIFX
7$25,718$1,371.44$20,198$530.17+$5.5KAFIFX
8$28,967$1,448.69$22,157$544.46+$6.8KAFIFX
9$32,519$1,524.96$24,266$558.18+$8.3KAFIFX
10$36,396$1,599.99$26,536$571.32+$9.9KAFIFX

AFIFX vs SPHD: Complete Analysis 2026

AFIFXStock

The investment seeks long-term growth of capital and income. The fund invests primarily in common stocks of companies that appear to offer superior opportunities for capital growth and most of which have a history of paying dividends. It may invest significantly in securities of issuers domiciled outside the United States. The investment adviser uses a system of multiple portfolio managers in managing the fund's assets.

Full AFIFX 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.