HomeCompareATACX vs SPHD

ATACX vs SPHD: Dividend Comparison 2026

ATACX yields 1.79% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $4.3K in total portfolio value
10 years
ATACX
ATACX
● Live price
1.79%
Share price
$39.06
Annual div
$0.70
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.3K
Annual income
$200.45
Full ATACX 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 — ATACX 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 PeriodATACXSPHD
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, ATACX + SPHD cover 0 of 12 monthsgood coverage

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

ATACX
Annual income on $10K today (after 15% tax)
$151.79/yr
After 10yr DRIP, annual income (after tax)
$170.38/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 $315.24/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ATACX: 50%SPHD: 50%
100% SPHD50/50100% ATACX
Portfolio after 10yr
$24.4K
Annual income
$385.89/yr
Blended yield
1.58%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ATACX buys
0
SPHD buys
0
No recent congressional trades found for ATACX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricATACXSPHD
Forward yield1.79%4.33%
Annual dividend / share$0.70$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.3K$26.5K
Annual income after 10y$200.45$571.32
Total dividends collected$1.9K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearATACX PortfolioATACX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,879$178.57$11,133$432.85$254.00SPHD
2$11,822$181.55$12,363$450.36$541.00SPHD
3$12,834$184.39$13,695$467.39$861.00SPHD
4$13,919$187.07$15,138$483.90$1.2KSPHD
5$15,083$189.62$16,697$499.88$1.6KSPHD
6$16,331$192.04$18,382$515.31$2.1KSPHD
7$17,668$194.32$20,198$530.17$2.5KSPHD
8$19,101$196.48$22,157$544.46$3.1KSPHD
9$20,637$198.52$24,266$558.18$3.6KSPHD
10$22,282$200.45$26,536$571.32$4.3KSPHD

ATACX vs SPHD: Complete Analysis 2026

ATACXStock

The adviser invests the fund's assets primarily in shares of a diversified portfolio of exchange-traded funds ("ETFs") that track various indices or multiples thereof, sometimes referred to "underlying ETFs." These indices may track the performance of the equity and/or fixed income markets, in general, or the performance of specific sectors (e.g., a large grouping of companies operating within the market that share similar characteristics) or market segments (e.g., large, medium, or small capitalization domestic and/or foreign companies).

Full ATACX 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.