HomeCompareEKGCX vs SPHD

EKGCX vs SPHD: Dividend Comparison 2026

EKGCX yields 9.78% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EKGCX wins by $11.7K in total portfolio value
10 years
EKGCX
EKGCX
● Live price
9.78%
Share price
$20.45
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.2K
Annual income
$1,809.04
Full EKGCX 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 — EKGCX vs SPHD

📍 EKGCX 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 PeriodEKGCXSPHD
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, EKGCX + SPHD cover 0 of 12 monthsgood coverage

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

EKGCX
Annual income on $10K today (after 15% tax)
$831.30/yr
After 10yr DRIP, annual income (after tax)
$1,537.68/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, EKGCX beats the other by $1,055.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EKGCX: 50%SPHD: 50%
100% SPHD50/50100% EKGCX
Portfolio after 10yr
$32.3K
Annual income
$1,188.20/yr
Blended yield
3.67%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EKGCX buys
0
SPHD buys
0
No recent congressional trades found for EKGCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEKGCXSPHD
Forward yield9.78%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$38.2K$26.5K
Annual income after 10y$1,809.04$567.37
Total dividends collected$13.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearEKGCX PortfolioEKGCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,678$978.00$11,130$430.50+$548.00EKGCX
2$13,563$1,067.39$12,357$447.82+$1.2KEKGCX
3$15,671$1,158.56$13,687$464.65+$2.0KEKGCX
4$18,019$1,251.06$15,126$480.98+$2.9KEKGCX
5$20,625$1,344.40$16,682$496.78+$3.9KEKGCX
6$23,506$1,438.14$18,362$512.03+$5.1KEKGCX
7$26,684$1,531.86$20,174$526.72+$6.5KEKGCX
8$30,177$1,625.16$22,127$540.84+$8.1KEKGCX
9$34,007$1,717.66$24,230$554.39+$9.8KEKGCX
10$38,196$1,809.04$26,493$567.37+$11.7KEKGCX

EKGCX vs SPHD: Complete Analysis 2026

EKGCXStock

The investment seeks long-term capital appreciation. The fund invests at least 80% of its total assets in equity securities of small-capitalization companies. It invests in the securities of companies located in no fewer than three countries, which may include the U.S., and the fund may invest more than 25% of its total assets in any one country; and up to 10% of the fund's total assets in emerging market equity securities. It invests principally in equity securities of small-capitalization companies, which the manager defines as companies with market capitalizations within the range of the S&P Developed SmallCap Index at the time of purchase.

Full EKGCX 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.