HomeCompareEGOHX vs SPHD

EGOHX vs SPHD: Dividend Comparison 2026

EGOHX yields 12.66% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EGOHX wins by $19.6K in total portfolio value
10 years
EGOHX
EGOHX
● Live price
12.66%
Share price
$15.80
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$46.0K
Annual income
$2,783.89
Full EGOHX 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 — EGOHX vs SPHD

📍 EGOHX 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 PeriodEGOHXSPHD
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, EGOHX + SPHD cover 0 of 12 monthsgood coverage

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

EGOHX
Annual income on $10K today (after 15% tax)
$1,075.95/yr
After 10yr DRIP, annual income (after tax)
$2,366.31/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, EGOHX beats the other by $1,884.04/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EGOHX: 50%SPHD: 50%
100% SPHD50/50100% EGOHX
Portfolio after 10yr
$36.3K
Annual income
$1,675.63/yr
Blended yield
4.62%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EGOHX buys
0
SPHD buys
0
No recent congressional trades found for EGOHX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEGOHXSPHD
Forward yield12.66%4.30%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$46.0K$26.5K
Annual income after 10y$2,783.89$567.37
Total dividends collected$20.0K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearEGOHX PortfolioEGOHX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,966$1,265.82$11,130$430.50+$836.00EGOHX
2$14,219$1,415.57$12,357$447.82+$1.9KEGOHX
3$16,786$1,572.08$13,687$464.65+$3.1KEGOHX
4$19,696$1,734.52$15,126$480.98+$4.6KEGOHX
5$22,977$1,902.02$16,682$496.78+$6.3KEGOHX
6$26,659$2,073.68$18,362$512.03+$8.3KEGOHX
7$30,773$2,248.59$20,174$526.72+$10.6KEGOHX
8$35,353$2,425.84$22,127$540.84+$13.2KEGOHX
9$40,433$2,604.56$24,230$554.39+$16.2KEGOHX
10$46,047$2,783.89$26,493$567.37+$19.6KEGOHX

EGOHX vs SPHD: Complete Analysis 2026

EGOHXStock

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of large-capitalization companies and up to 10% of the fund's total assets in equity securities of foreign issuers, including ADRs and similar investments. It invests principally in equity securities of large-capitalization companies, which the advisor defines as companies with market capitalizations within the range of the S&P 500 Index at the time of purchase.

Full EGOHX 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.