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DGIFX vs SPHD: Dividend Comparison 2026

DGIFX yields 8.12% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DGIFX wins by $7.7K in total portfolio value
10 years
DGIFX
DGIFX
● Live price
8.12%
Share price
$24.00
Annual div
$1.95
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$1,357.56
Full DGIFX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — DGIFX vs SPHD

📍 DGIFX 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 PeriodDGIFXSPHD
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, DGIFX + SPHD cover 0 of 12 monthsgood coverage

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

DGIFX
Annual income on $10K today (after 15% tax)
$690.33/yr
After 10yr DRIP, annual income (after tax)
$1,153.93/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, DGIFX beats the other by $671.66/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DGIFX: 50%SPHD: 50%
100% SPHD50/50100% DGIFX
Portfolio after 10yr
$30.4K
Annual income
$962.46/yr
Blended yield
3.17%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DGIFX buys
0
SPHD buys
0
No recent congressional trades found for DGIFX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDGIFXSPHD
Forward yield8.12%4.30%
Annual dividend / share$1.95$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.2K$26.5K
Annual income after 10y$1,357.56$567.37
Total dividends collected$10.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDGIFX PortfolioDGIFX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,512$812.16$11,130$430.50+$382.00DGIFX
2$13,192$873.80$12,357$447.82+$835.00DGIFX
3$15,051$935.79$13,687$464.65+$1.4KDGIFX
4$17,102$997.83$15,126$480.98+$2.0KDGIFX
5$19,359$1,059.65$16,682$496.78+$2.7KDGIFX
6$21,835$1,121.01$18,362$512.03+$3.5KDGIFX
7$24,546$1,181.68$20,174$526.72+$4.4KDGIFX
8$27,505$1,241.44$22,127$540.84+$5.4KDGIFX
9$30,731$1,300.13$24,230$554.39+$6.5KDGIFX
10$34,239$1,357.56$26,493$567.37+$7.7KDGIFX

DGIFX vs SPHD: Complete Analysis 2026

DGIFXStock

The fund normally invests approximately 65% of its assets in equity securities and approximately 35% in fixed-income securities and cash equivalents. The fund's fixed-income securities will generally have a weighted average maturity of five to 10 years. The adviser seeks to generally invest in mid-sized companies with market capitalizations at the time of purchase greater than $1 billion and less than $15 billion. It may invest in both investment-grade and below investment-grade securities.

Full DGIFX 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.