HomeCompareGMXRX vs SPHD

GMXRX vs SPHD: Dividend Comparison 2026

GMXRX yields 12.87% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 GMXRX wins by $20.1K in total portfolio value
10 years
GMXRX
GMXRX
● Live price
12.87%
Share price
$14.83
Annual div
$1.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$46.7K
Annual income
$2,867.39
Full GMXRX 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 — GMXRX vs SPHD

📍 GMXRX 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 PeriodGMXRXSPHD
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, GMXRX + SPHD cover 0 of 12 monthsgood coverage

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

GMXRX
Annual income on $10K today (after 15% tax)
$1,094.17/yr
After 10yr DRIP, annual income (after tax)
$2,437.28/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, GMXRX beats the other by $1,951.66/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 GMXRX + SPHD for your $10,000?

GMXRX: 50%SPHD: 50%
100% SPHD50/50100% GMXRX
Portfolio after 10yr
$36.6K
Annual income
$1,719.35/yr
Blended yield
4.70%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

GMXRX buys
0
SPHD buys
0
No recent congressional trades found for GMXRX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricGMXRXSPHD
Forward yield12.87%4.33%
Annual dividend / share$1.91$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$46.7K$26.5K
Annual income after 10y$2,867.39$571.32
Total dividends collected$20.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearGMXRX PortfolioGMXRX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,987$1,287.26$11,133$432.85+$854.00GMXRX
2$14,268$1,442.13$12,363$450.36+$1.9KGMXRX
3$16,872$1,604.27$13,695$467.39+$3.2KGMXRX
4$19,825$1,772.85$15,138$483.90+$4.7KGMXRX
5$23,160$1,946.95$16,697$499.88+$6.5KGMXRX
6$26,907$2,125.64$18,382$515.31+$8.5KGMXRX
7$31,098$2,307.97$20,198$530.17+$10.9KGMXRX
8$35,768$2,492.98$22,157$544.46+$13.6KGMXRX
9$40,952$2,679.76$24,266$558.18+$16.7KGMXRX
10$46,686$2,867.39$26,536$571.32+$20.1KGMXRX

GMXRX vs SPHD: Complete Analysis 2026

GMXRXStock

The fund normally invests at least 80% of its net assets in equity securities of companies included in the S&P MidCap 400® Index. The S&P MidCap 400® Index includes approximately 400 stocks of mid-cap U.S. companies in a wide range of businesses. The adviser employs a passive management, or indexing, approach, which seeks to match approximately the performance of the S&P MidCap 400® Index before the deduction of fund expenses.

Full GMXRX 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.