HomeCompareIAFLX vs SPHD

IAFLX vs SPHD: Dividend Comparison 2026

IAFLX yields 31.84% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IAFLX wins by $120.5K in total portfolio value
10 years
IAFLX
IAFLX
● Live price
31.84%
Share price
$16.56
Annual div
$5.27
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$147.1K
Annual income
$20,486.68
Full IAFLX 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 — IAFLX vs SPHD

📍 IAFLX 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 PeriodIAFLXSPHD
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, IAFLX + SPHD cover 0 of 12 monthsgood coverage

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

IAFLX
Annual income on $10K today (after 15% tax)
$2,706.06/yr
After 10yr DRIP, annual income (after tax)
$17,413.68/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, IAFLX beats the other by $16,928.06/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 IAFLX + SPHD for your $10,000?

IAFLX: 50%SPHD: 50%
100% SPHD50/50100% IAFLX
Portfolio after 10yr
$86.8K
Annual income
$10,529.00/yr
Blended yield
12.13%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IAFLX buys
0
SPHD buys
0
No recent congressional trades found for IAFLX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIAFLXSPHD
Forward yield31.84%4.33%
Annual dividend / share$5.27$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$147.1K$26.5K
Annual income after 10y$20,486.68$571.32
Total dividends collected$102.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIAFLX PortfolioIAFLX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$13,884$3,183.60$11,133$432.85+$2.8KIAFLX
2$18,986$4,130.82$12,363$450.36+$6.6KIAFLX
3$25,595$5,279.47$13,695$467.39+$11.9KIAFLX
4$34,038$6,651.48$15,138$483.90+$18.9KIAFLX
5$44,688$8,266.96$16,697$499.88+$28.0KIAFLX
6$57,959$10,143.45$18,382$515.31+$39.6KIAFLX
7$74,311$12,295.25$20,198$530.17+$54.1KIAFLX
8$94,246$14,732.89$22,157$544.46+$72.1KIAFLX
9$118,306$17,462.72$24,266$558.18+$94.0KIAFLX
10$147,074$20,486.68$26,536$571.32+$120.5KIAFLX

IAFLX vs SPHD: Complete Analysis 2026

IAFLXStock

The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by purchasing equity securities that the Adviser believes are likely to appreciate. It generally seeks to purchase equity securities of large capitalization U.S. companies, and may purchase American Depository Receipts (ADRs) of international companies trading on U.S. exchanges, that exhibit accelerating growth in earnings and revenue. The fund will invest at least 80% of its net assets in securities that have a market capitalization at the time of investment comparable to securities held in the S&P 500 ® Index. It is non-diversified.

Full IAFLX 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.