HomeCompareICMAX vs SPHD

ICMAX vs SPHD: Dividend Comparison 2026

ICMAX yields 0.43% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ICMAX wins by $407.0K in total portfolio value· pulled ahead in Year 5
10 years
ICMAX
ICMAX
● Live price
0.43%
Share price
$16.25
Annual div
$0.07
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$433.5K
Annual income
$298,681.32
Full ICMAX 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 — ICMAX vs SPHD

📍 ICMAX 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 PeriodICMAXSPHD
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, ICMAX + SPHD cover 0 of 12 monthsgood coverage

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

ICMAX
Annual income on $10K today (after 15% tax)
$36.17/yr
After 10yr DRIP, annual income (after tax)
$253,879.12/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, ICMAX beats the other by $253,393.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ICMAX: 50%SPHD: 50%
100% SPHD50/50100% ICMAX
Portfolio after 10yr
$230.0K
Annual income
$149,626.32/yr
Blended yield
65.05%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ICMAX buys
0
SPHD buys
0
No recent congressional trades found for ICMAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricICMAXSPHD
Forward yield0.43%4.33%
Annual dividend / share$0.07$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$433.5K$26.5K
Annual income after 10y$298,681.32$571.32
Total dividends collected$401.9K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearICMAX PortfolioICMAX Income/yrSPHD PortfolioSPHD Income/yrGap
1$10,785$85.11$11,133$432.85$348.00SPHD
2$11,712$171.57$12,363$450.36$651.00SPHD
3$12,880$348.23$13,695$467.39$815.00SPHD
4$14,497$715.82$15,138$483.90$641.00SPHD
5← crossover$17,018$1,506.00$16,697$499.88+$321.00ICMAX
6$21,514$3,304.43$18,382$515.31+$3.1KICMAX
7$30,828$7,808.18$20,198$530.17+$10.6KICMAX
8$53,899$20,913.42$22,157$544.46+$31.7KICMAX
9$126,018$68,345.73$24,266$558.18+$101.8KICMAX
10$433,520$298,681.32$26,536$571.32+$407.0KICMAX

ICMAX vs SPHD: Complete Analysis 2026

ICMAXStock

The fund primarily invests in a diversified portfolio of equity securities of small capitalization companies. The advisor defines small capitalization companies to include companies having a capitalization that does not exceed the upper limit of the capitalization ranges of the higher of the Morningstar Small Cap Index or the S&P SmallCap 600® Index during the most recent 12 months.

Full ICMAX 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.