HomeCompareGTMUX vs SPHD

GTMUX vs SPHD: Dividend Comparison 2026

GTMUX yields 16.56% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 GTMUX wins by $32.5K in total portfolio value
10 years
GTMUX
GTMUX
● Live price
16.56%
Share price
$20.71
Annual div
$3.43
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$59.0K
Annual income
$4,583.33
Full GTMUX 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 — GTMUX vs SPHD

📍 GTMUX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodGTMUXSPHD
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%.
📅

Dividend Calendar Overlap

Combined, GTMUX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GTMUX pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

GTMUX
Annual income on $10K today (after 15% tax)
$1,408.02/yr
After 10yr DRIP, annual income (after tax)
$3,895.83/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, GTMUX beats the other by $3,413.57/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

GTMUX: 50%SPHD: 50%
100% SPHD50/50100% GTMUX
Portfolio after 10yr
$42.8K
Annual income
$2,575.35/yr
Blended yield
6.02%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

GTMUX buys
0
SPHD buys
0
No recent congressional trades found for GTMUX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricGTMUXSPHD
Forward yield16.56%4.30%
Annual dividend / share$3.43$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$59.0K$26.5K
Annual income after 10y$4,583.33$567.37
Total dividends collected$30.3K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearGTMUX PortfolioGTMUX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,356$1,656.49$11,130$430.50+$1.2KGTMUX
2$15,134$1,912.94$12,357$447.82+$2.8KGTMUX
3$18,384$2,189.71$13,687$464.65+$4.7KGTMUX
4$22,156$2,485.81$15,126$480.98+$7.0KGTMUX
5$26,507$2,799.94$16,682$496.78+$9.8KGTMUX
6$31,493$3,130.63$18,362$512.03+$13.1KGTMUX
7$37,174$3,476.19$20,174$526.72+$17.0KGTMUX
8$43,611$3,834.79$22,127$540.84+$21.5KGTMUX
9$50,868$4,204.50$24,230$554.39+$26.6KGTMUX
10$59,012$4,583.33$26,493$567.37+$32.5KGTMUX

GTMUX vs SPHD: Complete Analysis 2026

GTMUXStock

The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in a diversified portfolio of equity investments in small and mid-cap issuers. It may invest up to 25% of its Net Assets in foreign securities, including securities of issuers in countries with emerging markets or economies and securities quoted in foreign currencies. The fund may invest up to 20% of its net assets in fixed income securities, such as government, corporate and bank debt obligations.

Full GTMUX 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 →
📬

Get this GTMUX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

GTMUX vs SCHDGTMUX vs JEPIGTMUX vs OGTMUX vs KOGTMUX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.