HomeCompareEWMCX vs SPHD

EWMCX vs SPHD: Dividend Comparison 2026

EWMCX yields 5.82% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EWMCX wins by $2.8K in total portfolio value
10 years
EWMCX
EWMCX
● Live price
5.82%
Share price
$36.17
Annual div
$2.11
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.4K
Annual income
$843.88
Full EWMCX 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 — EWMCX vs SPHD

📍 EWMCX 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 PeriodEWMCXSPHD
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, EWMCX + SPHD cover 0 of 12 monthsgood coverage

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

EWMCX
Annual income on $10K today (after 15% tax)
$494.83/yr
After 10yr DRIP, annual income (after tax)
$717.30/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, EWMCX beats the other by $231.68/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EWMCX: 50%SPHD: 50%
100% SPHD50/50100% EWMCX
Portfolio after 10yr
$27.9K
Annual income
$707.60/yr
Blended yield
2.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EWMCX buys
0
SPHD buys
0
No recent congressional trades found for EWMCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEWMCXSPHD
Forward yield5.82%4.33%
Annual dividend / share$2.11$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.4K$26.5K
Annual income after 10y$843.88$571.32
Total dividends collected$7.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearEWMCX PortfolioEWMCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,282$582.15$11,133$432.85+$149.00EWMCX
2$12,686$613.82$12,363$450.36+$323.00EWMCX
3$14,219$645.03$13,695$467.39+$524.00EWMCX
4$15,890$675.68$15,138$483.90+$752.00EWMCX
5$17,708$705.69$16,697$499.88+$1.0KEWMCX
6$19,682$734.98$18,382$515.31+$1.3KEWMCX
7$21,823$763.49$20,198$530.17+$1.6KEWMCX
8$24,142$791.17$22,157$544.46+$2.0KEWMCX
9$26,650$817.98$24,266$558.18+$2.4KEWMCX
10$29,360$843.88$26,536$571.32+$2.8KEWMCX

EWMCX vs SPHD: Complete Analysis 2026

EWMCXStock

The Advisor attempts to achieve its investment objective of long term growth of capital by investing principally in a diversified portfolio of domestic common stocks. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities. Although the fund invests primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities, either directly or indirectly through investments in ADR.

Full EWMCX 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.