HomeCompareEGOIX vs SPHD

EGOIX vs SPHD: Dividend Comparison 2026

EGOIX yields 8.21% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EGOIX wins by $7.9K in total portfolio value
10 years
EGOIX
EGOIX
● Live price
8.21%
Share price
$18.94
Annual div
$1.55
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.4K
Annual income
$1,379.25
Full EGOIX 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 — EGOIX vs SPHD

📍 EGOIX 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 PeriodEGOIXSPHD
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, EGOIX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

EGOIX
Annual income on $10K today (after 15% tax)
$697.66/yr
After 10yr DRIP, annual income (after tax)
$1,172.36/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, EGOIX beats the other by $690.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EGOIX: 50%SPHD: 50%
100% SPHD50/50100% EGOIX
Portfolio after 10yr
$30.5K
Annual income
$973.30/yr
Blended yield
3.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EGOIX buys
0
SPHD buys
0
No recent congressional trades found for EGOIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEGOIXSPHD
Forward yield8.21%4.30%
Annual dividend / share$1.55$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.4K$26.5K
Annual income after 10y$1,379.25$567.37
Total dividends collected$11.0K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearEGOIX PortfolioEGOIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,521$820.78$11,130$430.50+$391.00EGOIX
2$13,211$883.74$12,357$447.82+$854.00EGOIX
3$15,083$947.09$13,687$464.65+$1.4KEGOIX
4$17,149$1,010.55$15,126$480.98+$2.0KEGOIX
5$19,423$1,073.82$16,682$496.78+$2.7KEGOIX
6$21,920$1,136.66$18,362$512.03+$3.6KEGOIX
7$24,653$1,198.83$20,174$526.72+$4.5KEGOIX
8$27,639$1,260.11$22,127$540.84+$5.5KEGOIX
9$30,894$1,320.30$24,230$554.39+$6.7KEGOIX
10$34,436$1,379.25$26,493$567.37+$7.9KEGOIX

EGOIX vs SPHD: Complete Analysis 2026

EGOIXStock

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 EGOIX 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 EGOIX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

EGOIX vs SCHDEGOIX vs JEPIEGOIX vs OEGOIX vs KOEGOIX 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.