HomeCompareIMPAX vs SPHD

IMPAX vs SPHD: Dividend Comparison 2026

IMPAX yields 33.28% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IMPAX wins by $133.1K in total portfolio value
10 years
IMPAX
IMPAX
● Live price
33.28%
Share price
$6.01
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$159.6K
Annual income
$23,097.88
Full IMPAX 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 — IMPAX vs SPHD

📍 IMPAX 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 PeriodIMPAXSPHD
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, IMPAX + SPHD cover 0 of 12 monthsgood coverage

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

IMPAX
Annual income on $10K today (after 15% tax)
$2,828.62/yr
After 10yr DRIP, annual income (after tax)
$19,633.20/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, IMPAX beats the other by $19,147.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IMPAX: 50%SPHD: 50%
100% SPHD50/50100% IMPAX
Portfolio after 10yr
$93.1K
Annual income
$11,834.60/yr
Blended yield
12.71%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IMPAX buys
0
SPHD buys
0
No recent congressional trades found for IMPAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIMPAXSPHD
Forward yield33.28%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$159.6K$26.5K
Annual income after 10y$23,097.88$571.32
Total dividends collected$113.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIMPAX PortfolioIMPAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$14,028$3,327.79$11,133$432.85+$2.9KIMPAX
2$19,372$4,362.76$12,363$450.36+$7.0KIMPAX
3$26,359$5,630.84$13,695$467.39+$12.7KIMPAX
4$35,365$7,160.44$15,138$483.90+$20.2KIMPAX
5$46,819$8,978.30$16,697$499.88+$30.1KIMPAX
6$61,205$11,108.55$18,382$515.31+$42.8KIMPAX
7$79,061$13,571.81$20,198$530.17+$58.9KIMPAX
8$100,980$16,384.40$22,157$544.46+$78.8KIMPAX
9$127,606$19,557.74$24,266$558.18+$103.3KIMPAX
10$159,636$23,097.88$26,536$571.32+$133.1KIMPAX

IMPAX vs SPHD: Complete Analysis 2026

IMPAXStock

The fund seeks investment results that exceed the performance, before fees and expenses, of the Russell 2000® Index. It will invest at least 80% of its assets in equity securities of small capitalization companies domiciled or headquartered within the United States, or whose primary business activities or principal trading markets are located within the United States (Entrepreneurial Companies). The manager defines small capitalization companies as those with market capitalizations below that of the largest member of the Russell 2000 Index at the time of initial purchase.

Full IMPAX 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.