Is IIXIX or SPHD a better dividend investment in 2026?

IIXIX currently yields 4.68% with a 5% 5-year dividend growth rate. SPHD yields 4.00% with 5% growth. The better choice depends on your goal: IIXIX offers higher current income.

What is the dividend yield difference between IIXIX and SPHD?

IIXIX has a forward dividend yield of 4.68% ($0.43/share annually). SPHD yields 4.00% ($2.00/share annually). The yield gap is 0.68 percentage points.

Home › Compare › IIXIX vs SPHD

IIXIX vs SPHD: Dividend Comparison 2026

IIXIX yields 4.68% · SPHD yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 SPHD wins by $861.00 in total portfolio value· pulled ahead in Year 6

INVESTMENT

TIME HORIZON10 years

IIXIX

● Live price

4.68%

Share price

$9.20

Annual div

$0.43

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$27.2K

Annual income

$632.37

Full IIXIX calculator →

SPHD

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full SPHD calculator →

Portfolio growth — IIXIX vs SPHD

📍 SPHD pulled ahead of the other in Year 6

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	IIXIX	SPHD
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%.

📅

Dividend Calendar Overlap

Combined, IIXIX + SPHD cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

IIXIX pays

SPHD pays

Both pay

Neither

💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

IIXIX

Annual income on $10K today (after 15% tax)

$398.20/yr

After 10yr DRIP, annual income (after tax)

$537.51/yr

SPHD

Annual income on $10K today (after 15% tax)

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, SPHD beats the other by $226.80/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

IIXIX: 50%SPHD: 50%

100% SPHD50/50100% IIXIX

Portfolio after 10yr

$27.6K

Annual income

$765.79/yr

Blended yield

2.77%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IIXIX buys

SPHD buys

No recent congressional trades found for IIXIX or SPHD in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricIIXIXSPHD

Forward yield	4.68% ✓	4.00%
Annual dividend / share	$0.43	$2.00 ✓
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$27.2K	$28.0K ✓
Annual income after 10y	$632.37	$899.19 ✓
Total dividends collected	$5.5K	$6.4K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	IIXIX Portfolio	IIXIX Income/yr	SPHD Portfolio	SPHD Income/yr	Gap
1	$11,168	$468.47	$11,120	$420.00	+$48.00 → IIXIX
2	$12,439	$488.98	$12,357	$458.31	+$82.00 → IIXIX
3	$13,819	$508.99	$13,721	$499.76	+$98.00 → IIXIX
4	$15,315	$528.45	$15,227	$544.58	+$88.00 → IIXIX
5	$16,934	$547.34	$16,885	$593.02	+$49.00 → IIXIX
6← crossover	$18,685	$565.62	$18,713	$645.34	$28.00 → SPHD
7	$20,576	$583.27	$20,724	$701.81	$148.00 → SPHD
8	$22,617	$600.29	$22,938	$762.73	$321.00 → SPHD
9	$24,817	$616.66	$25,372	$828.41	$555.00 → SPHD
10	$27,186	$632.37	$28,047	$899.19	$861.00 → SPHD

IIXIX vs SPHD: Complete Analysis 2026

IIXIX — Stock

The investment seeks current income. The fund seeks to achieve its investment objective by investing primarily in short-term U.S. corporate bonds issued by companies, including real estate investment trusts ("REITs"), whose executives are purchasing shares of the company's common stock. It may invest in corporate bonds of any credit quality, effective maturity or average modified duration, but the advisor intends to hold a majority of the portfolio in investment grade corporate bonds with an average effective maturity of less than four years and an average duration of less than three and a half years. The fund is non-diversified.

Full IIXIX Calculator →

SPHD — ETF

SPHD is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SPHD shares.

Full SPHD Calculator →

📬

Get this IIXIX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IIXIX vs SCHD IIXIX vs JEPI IIXIX vs O IIXIX vs KO IIXIX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.