HomeCompareIGAAX vs SPHD

IGAAX vs SPHD: Dividend Comparison 2026

IGAAX yields 8.31% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IGAAX wins by $8.2K in total portfolio value
10 years
IGAAX
IGAAX
● Live price
8.31%
Share price
$44.16
Annual div
$3.67
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.7K
Annual income
$1,403.95
Full IGAAX 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 — IGAAX vs SPHD

📍 IGAAX 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 PeriodIGAAXSPHD
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, IGAAX + SPHD cover 0 of 12 monthsgood coverage

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

IGAAX
Annual income on $10K today (after 15% tax)
$705.93/yr
After 10yr DRIP, annual income (after tax)
$1,193.36/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, IGAAX beats the other by $711.09/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 IGAAX + SPHD for your $10,000?

IGAAX: 50%SPHD: 50%
100% SPHD50/50100% IGAAX
Portfolio after 10yr
$30.6K
Annual income
$985.65/yr
Blended yield
3.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IGAAX buys
0
SPHD buys
0
No recent congressional trades found for IGAAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIGAAXSPHD
Forward yield8.31%4.30%
Annual dividend / share$3.67$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.7K$26.5K
Annual income after 10y$1,403.95$567.37
Total dividends collected$11.2K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIGAAX PortfolioIGAAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,531$830.50$11,130$430.50+$401.00IGAAX
2$13,233$894.96$12,357$447.82+$876.00IGAAX
3$15,119$959.88$13,687$464.65+$1.4KIGAAX
4$17,202$1,024.96$15,126$480.98+$2.1KIGAAX
5$19,496$1,089.90$16,682$496.78+$2.8KIGAAX
6$22,015$1,154.43$18,362$512.03+$3.7KIGAAX
7$24,775$1,218.32$20,174$526.72+$4.6KIGAAX
8$27,790$1,281.33$22,127$540.84+$5.7KIGAAX
9$31,079$1,343.27$24,230$554.39+$6.8KIGAAX
10$34,658$1,403.95$26,493$567.37+$8.2KIGAAX

IGAAX vs SPHD: Complete Analysis 2026

IGAAXStock

The fund invests primarily in stocks of larger, well-established companies domiciled outside the United States, including in emerging markets and developing countries, that the investment adviser believes have the potential for growth and/or to pay dividends. The advisor currently intends to invest at least 90% of its assets in issuers whose securities are listed primarily on exchanges outside the United States, cash, cash equivalents and securities held as collateral issued by U.S. issuers.

Full IGAAX 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.