HomeCompareIHOIX vs SPHD

IHOIX vs SPHD: Dividend Comparison 2026

IHOIX yields 8.61% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IHOIX wins by $8.9K in total portfolio value
10 years
IHOIX
IHOIX
● Live price
8.61%
Share price
$21.40
Annual div
$1.84
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.4K
Annual income
$1,483.68
Full IHOIX 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 — IHOIX vs SPHD

📍 IHOIX 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 PeriodIHOIXSPHD
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, IHOIX + SPHD cover 0 of 12 monthsgood coverage

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

IHOIX
Annual income on $10K today (after 15% tax)
$732.08/yr
After 10yr DRIP, annual income (after tax)
$1,261.13/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, IHOIX beats the other by $778.86/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IHOIX: 50%SPHD: 50%
100% SPHD50/50100% IHOIX
Portfolio after 10yr
$30.9K
Annual income
$1,025.52/yr
Blended yield
3.32%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IHOIX buys
0
SPHD buys
0
No recent congressional trades found for IHOIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIHOIXSPHD
Forward yield8.61%4.30%
Annual dividend / share$1.84$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.4K$26.5K
Annual income after 10y$1,483.68$567.37
Total dividends collected$11.7K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIHOIX PortfolioIHOIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,561$861.27$11,130$430.50+$431.00IHOIX
2$13,301$930.60$12,357$447.82+$944.00IHOIX
3$15,233$1,000.60$13,687$464.65+$1.5KIHOIX
4$17,370$1,070.95$15,126$480.98+$2.2KIHOIX
5$19,727$1,141.32$16,682$496.78+$3.0KIHOIX
6$22,320$1,211.40$18,362$512.03+$4.0KIHOIX
7$25,163$1,280.93$20,174$526.72+$5.0KIHOIX
8$28,274$1,349.63$22,127$540.84+$6.1KIHOIX
9$31,670$1,417.28$24,230$554.39+$7.4KIHOIX
10$35,371$1,483.68$26,493$567.37+$8.9KIHOIX

IHOIX vs SPHD: Complete Analysis 2026

IHOIXStock

The investment seeks long-term growth of capital. The fund normally invests at least 65% of its net assets in equity securities, including non-dollar securities, of foreign issuers. It may invest in companies domiciled in emerging markets as a percentage of its net assets up to the greater of: (a) 25% or (b) the weight of emerging markets in the MSCI All Country World (ACWI) ex USA Index plus 10%.

Full IHOIX 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.