HomeCompareIHGIX vs SPHD

IHGIX vs SPHD: Dividend Comparison 2026

IHGIX yields 12.98% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $1.9K in total portfolio value· pulled ahead in Year 7
10 years
IHGIX
IHGIX
● Live price
12.98%
Share price
$33.37
Annual div
$4.33
5Y div CAGR
-31.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.6K
Annual income
$37.40
Full IHGIX 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 — IHGIX vs SPHD

📍 SPHD pulled ahead of the other in Year 7

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 PeriodIHGIXSPHD
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, IHGIX + SPHD cover 0 of 12 monthsgood coverage

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

IHGIX
Annual income on $10K today (after 15% tax)
$1,103.22/yr
After 10yr DRIP, annual income (after tax)
$31.79/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, SPHD beats the other by $450.47/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IHGIX: 50%SPHD: 50%
100% SPHD50/50100% IHGIX
Portfolio after 10yr
$25.5K
Annual income
$302.38/yr
Blended yield
1.18%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IHGIX buys
0
SPHD buys
0
No recent congressional trades found for IHGIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIHGIXSPHD
Forward yield12.98%4.30%
Annual dividend / share$4.33$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-31.4%0%
Portfolio after 10y$24.6K$26.5K
Annual income after 10y$37.40$567.37
Total dividends collected$3.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIHGIX PortfolioIHGIX Income/yrSPHD PortfolioSPHD Income/yrGap
1$11,590$890.36$11,130$430.50+$460.00IHGIX
2$13,063$661.61$12,357$447.82+$706.00IHGIX
3$14,456$478.08$13,687$464.65+$769.00IHGIX
4$15,807$339.18$15,126$480.98+$681.00IHGIX
5$17,151$237.78$16,682$496.78+$469.00IHGIX
6$18,517$165.41$18,362$512.03+$155.00IHGIX
7← crossover$19,928$114.49$20,174$526.72$246.00SPHD
8$21,402$79.00$22,127$540.84$725.00SPHD
9$22,954$54.39$24,230$554.39$1.3KSPHD
10$24,599$37.40$26,493$567.37$1.9KSPHD

IHGIX vs SPHD: Complete Analysis 2026

IHGIXStock

The investment seeks a high level of current income consistent with growth of capital. The fund invests primarily in a portfolio of equity securities that typically have above average dividend yields and whose prospects for capital appreciation are considered favorable by the sub-adviser. Under normal market and economic conditions, at least 80% of its net assets are invested in dividend paying equity securities. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

Full IHGIX 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.