HomeCompareEAERX vs SPHD

EAERX vs SPHD: Dividend Comparison 2026

EAERX yields 9.55% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EAERX wins by $11.1K in total portfolio value
10 years
EAERX
EAERX
● Live price
9.55%
Share price
$20.51
Annual div
$1.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.6K
Annual income
$1,742.82
Full EAERX 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 — EAERX vs SPHD

📍 EAERX 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 PeriodEAERXSPHD
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, EAERX + SPHD cover 0 of 12 monthsgood coverage

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

EAERX
Annual income on $10K today (after 15% tax)
$812.00/yr
After 10yr DRIP, annual income (after tax)
$1,481.40/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, EAERX beats the other by $995.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EAERX: 50%SPHD: 50%
100% SPHD50/50100% EAERX
Portfolio after 10yr
$32.1K
Annual income
$1,157.07/yr
Blended yield
3.61%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EAERX buys
0
SPHD buys
0
No recent congressional trades found for EAERX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEAERXSPHD
Forward yield9.55%4.33%
Annual dividend / share$1.96$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$37.6K$26.5K
Annual income after 10y$1,742.82$571.32
Total dividends collected$13.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearEAERX PortfolioEAERX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,655$955.29$11,133$432.85+$522.00EAERX
2$13,512$1,040.58$12,363$450.36+$1.1KEAERX
3$15,585$1,127.40$13,695$467.39+$1.9KEAERX
4$17,891$1,215.32$15,138$483.90+$2.8KEAERX
5$20,448$1,303.89$16,697$499.88+$3.8KEAERX
6$23,272$1,392.70$18,382$515.31+$4.9KEAERX
7$26,382$1,481.35$20,198$530.17+$6.2KEAERX
8$29,798$1,569.48$22,157$544.46+$7.6KEAERX
9$33,541$1,656.74$24,266$558.18+$9.3KEAERX
10$37,631$1,742.82$26,536$571.32+$11.1KEAERX

EAERX vs SPHD: Complete Analysis 2026

EAERXStock

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of common stocks. The advisor generally intends to maintain investments in all or substantially all of the market sectors represented in the S&P 500® Index. The fund may invest up to 25% of its total assets in foreign securities which may be issued by companies domiciled in developed or emerging market countries.

Full EAERX 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.