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GSXIX vs SPHD: Dividend Comparison 2026

GSXIX yields 4.52% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 GSXIX wins by $389.00 in total portfolio value
10 years
GSXIX
GSXIX
● Live price
4.52%
Share price
$44.26
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.9K
Annual income
$603.63
Full GSXIX 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 — GSXIX vs SPHD

📍 GSXIX 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 PeriodGSXIXSPHD
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, GSXIX + SPHD cover 0 of 12 monthsgood coverage

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

GSXIX
Annual income on $10K today (after 15% tax)
$384.09/yr
After 10yr DRIP, annual income (after tax)
$513.09/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, GSXIX beats the other by $30.82/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

GSXIX: 50%SPHD: 50%
100% SPHD50/50100% GSXIX
Portfolio after 10yr
$26.7K
Annual income
$585.50/yr
Blended yield
2.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

GSXIX buys
0
SPHD buys
0
No recent congressional trades found for GSXIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricGSXIXSPHD
Forward yield4.52%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$26.9K$26.5K
Annual income after 10y$603.63$567.37
Total dividends collected$5.3K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearGSXIX PortfolioGSXIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,152$451.88$11,130$430.50+$22.00GSXIX
2$12,403$470.96$12,357$447.82+$46.00GSXIX
3$13,761$489.55$13,687$464.65+$74.00GSXIX
4$15,232$507.60$15,126$480.98+$106.00GSXIX
5$16,823$525.10$16,682$496.78+$141.00GSXIX
6$18,543$542.02$18,362$512.03+$181.00GSXIX
7$20,400$558.34$20,174$526.72+$226.00GSXIX
8$22,402$574.05$22,127$540.84+$275.00GSXIX
9$24,559$589.15$24,230$554.39+$329.00GSXIX
10$26,882$603.63$26,493$567.37+$389.00GSXIX

GSXIX vs SPHD: Complete Analysis 2026

GSXIXStock

The fund normally invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities issued by U.S. small-cap companies. The advisor considers small-cap companies to be companies that have market capitalizations similar to those of companies included in the Russell 2000® Index at the time of investment. It also may invest in foreign securities and securities of larger companies.

Full GSXIX 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.