HomeCompareGEMAX vs SPHD

GEMAX vs SPHD: Dividend Comparison 2026

GEMAX yields 0.42% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 GEMAX wins by $402.0K in total portfolio value· pulled ahead in Year 5
10 years
GEMAX
GEMAX
● Live price
0.42%
Share price
$28.49
Annual div
$0.12
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$428.5K
Annual income
$294,759.98
Full GEMAX 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 — GEMAX vs SPHD

📍 GEMAX pulled ahead of the other in Year 5

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 PeriodGEMAXSPHD
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, GEMAX + SPHD cover 0 of 12 monthsgood coverage

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

GEMAX
Annual income on $10K today (after 15% tax)
$35.98/yr
After 10yr DRIP, annual income (after tax)
$250,545.98/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, GEMAX beats the other by $250,060.36/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

GEMAX: 50%SPHD: 50%
100% SPHD50/50100% GEMAX
Portfolio after 10yr
$227.5K
Annual income
$147,665.65/yr
Blended yield
64.90%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

GEMAX buys
0
SPHD buys
0
No recent congressional trades found for GEMAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricGEMAXSPHD
Forward yield0.42%4.33%
Annual dividend / share$0.12$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$428.5K$26.5K
Annual income after 10y$294,759.98$571.32
Total dividends collected$397.0K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearGEMAX PortfolioGEMAX Income/yrSPHD PortfolioSPHD Income/yrGap
1$10,785$84.66$11,133$432.85$348.00SPHD
2$11,710$170.66$12,363$450.36$653.00SPHD
3$12,876$346.37$13,695$467.39$819.00SPHD
4$14,490$711.89$15,138$483.90$648.00SPHD
5← crossover$17,001$1,497.36$16,697$499.88+$304.00GEMAX
6$21,475$3,283.94$18,382$515.31+$3.1KGEMAX
7$30,732$7,753.54$20,198$530.17+$10.5KGEMAX
8$53,623$20,739.57$22,157$544.46+$31.5KGEMAX
9$125,017$67,640.15$24,266$558.18+$100.8KGEMAX
10$428,528$294,759.98$26,536$571.32+$402.0KGEMAX

GEMAX vs SPHD: Complete Analysis 2026

GEMAXStock

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in a portfolio of equity investments in emerging country issuers. It maintains investments in at least six emerging countries. The fund may invest in the aggregate up to 20% of its net assets in: (i) fixed income securities of private and government emerging country issuers; and (ii) equity and fixed income securities, such as government, corporate and bank debt obligations, of developed country issuers. The fund is non-diversified.

Full GEMAX 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.