HomeCompareAIMS vs SPHD

AIMS vs SPHD: Dividend Comparison 2026

AIMS yields 8.69% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AIMS wins by $9.0K in total portfolio value
10 years
AIMS
AIMS
● Live price
8.69%
Share price
$23.01
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.6K
Annual income
$1,504.59
Full AIMS 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 — AIMS vs SPHD

📍 AIMS pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodAIMSSPHD
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%.
📅

Dividend Calendar Overlap

Combined, AIMS + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AIMS pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

AIMS
Annual income on $10K today (after 15% tax)
$738.81/yr
After 10yr DRIP, annual income (after tax)
$1,278.90/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, AIMS beats the other by $793.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AIMS: 50%SPHD: 50%
100% SPHD50/50100% AIMS
Portfolio after 10yr
$31.0K
Annual income
$1,037.95/yr
Blended yield
3.34%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AIMS buys
0
SPHD buys
0
No recent congressional trades found for AIMS or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAIMSSPHD
Forward yield8.69%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$35.6K$26.5K
Annual income after 10y$1,504.59$571.32
Total dividends collected$11.9K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearAIMS PortfolioAIMS Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,569$869.19$11,133$432.85+$436.00AIMS
2$13,319$939.79$12,363$450.36+$956.00AIMS
3$15,262$1,011.14$13,695$467.39+$1.6KAIMS
4$17,414$1,082.88$15,138$483.90+$2.3KAIMS
5$19,787$1,154.69$16,697$499.88+$3.1KAIMS
6$22,399$1,226.25$18,382$515.31+$4.0KAIMS
7$25,264$1,297.27$20,198$530.17+$5.1KAIMS
8$28,400$1,367.49$22,157$544.46+$6.2KAIMS
9$31,824$1,436.67$24,266$558.18+$7.6KAIMS
10$35,557$1,504.59$26,536$571.32+$9.0KAIMS

AIMS vs SPHD: Complete Analysis 2026

AIMSStock

The fund seeks long-term capital appreciation by actively investing in a diversified portfolio of U.S. small-cap equity securities, using a systematic, research-driven process designed to identify companies with favorable growth and valuation characteristics.

Full AIMS 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 →
📬

Get this AIMS vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

AIMS vs SCHDAIMS vs JEPIAIMS vs OAIMS vs KOAIMS vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.