HomeCompareINCE vs SPHD

INCE vs SPHD: Dividend Comparison 2026

INCE yields 4.72% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 INCE wins by $715.00 in total portfolio value
10 years
INCE
INCE
● Live price
4.72%
Share price
$64.18
Annual div
$3.03
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.3K
Annual income
$638.53
Full INCE 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 — INCE vs SPHD

📍 INCE 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 PeriodINCESPHD
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, INCE + SPHD cover 0 of 12 monthsgood coverage

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

INCE
Annual income on $10K today (after 15% tax)
$401.19/yr
After 10yr DRIP, annual income (after tax)
$542.75/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, INCE beats the other by $57.13/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

INCE: 50%SPHD: 50%
100% SPHD50/50100% INCE
Portfolio after 10yr
$26.9K
Annual income
$604.93/yr
Blended yield
2.25%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

INCE buys
0
SPHD buys
0
No recent congressional trades found for INCE or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricINCESPHD
Forward yield4.72%4.33%
Annual dividend / share$3.03$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.3K$26.5K
Annual income after 10y$638.53$571.32
Total dividends collected$5.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearINCE PortfolioINCE Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,172$471.99$11,133$432.85+$39.00INCE
2$12,447$492.80$12,363$450.36+$84.00INCE
3$13,831$513.12$13,695$467.39+$136.00INCE
4$15,332$532.89$15,138$483.90+$194.00INCE
5$16,958$552.08$16,697$499.88+$261.00INCE
6$18,715$570.66$18,382$515.31+$333.00INCE
7$20,614$588.60$20,198$530.17+$416.00INCE
8$22,663$605.90$22,157$544.46+$506.00INCE
9$24,872$622.55$24,266$558.18+$606.00INCE
10$27,251$638.53$26,536$571.32+$715.00INCE

INCE vs SPHD: Complete Analysis 2026

INCEStock

The fund seeks income and capital appreciation with an emphasis on lower volatility than the broader equity market, as measured by the S&P 500 Index. The fund invests in equity securities and equity-related instruments, including common stocks, with dividend yields that the investment manager believes are attractive.

Full INCE 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.