HomeCompareIPFXU vs SPHD

IPFXU vs SPHD: Dividend Comparison 2026

IPFXU yields 19.74% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IPFXU wins by $45.4K in total portfolio value
10 years
IPFXU
IPFXU
● Live price
19.74%
Share price
$10.13
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$71.9K
Annual income
$6,556.25
Full IPFXU 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 — IPFXU vs SPHD

📍 IPFXU 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 PeriodIPFXUSPHD
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, IPFXU + SPHD cover 0 of 12 monthsgood coverage

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

IPFXU
Annual income on $10K today (after 15% tax)
$1,678.18/yr
After 10yr DRIP, annual income (after tax)
$5,572.81/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, IPFXU beats the other by $5,090.55/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IPFXU: 50%SPHD: 50%
100% SPHD50/50100% IPFXU
Portfolio after 10yr
$49.2K
Annual income
$3,561.81/yr
Blended yield
7.24%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IPFXU buys
0
SPHD buys
0
No recent congressional trades found for IPFXU or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIPFXUSPHD
Forward yield19.74%4.30%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$71.9K$26.5K
Annual income after 10y$6,556.25$567.37
Total dividends collected$40.6K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIPFXU PortfolioIPFXU Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,674$1,974.33$11,130$430.50+$1.5KIPFXU
2$15,900$2,338.63$12,357$447.82+$3.5KIPFXU
3$19,755$2,741.92$13,687$464.65+$6.1KIPFXU
4$24,322$3,183.82$15,126$480.98+$9.2KIPFXU
5$29,688$3,663.37$16,682$496.78+$13.0KIPFXU
6$35,945$4,179.05$18,362$512.03+$17.6KIPFXU
7$43,190$4,728.84$20,174$526.72+$23.0KIPFXU
8$51,523$5,310.26$22,127$540.84+$29.4KIPFXU
9$61,050$5,920.45$24,230$554.39+$36.8KIPFXU
10$71,880$6,556.25$26,493$567.37+$45.4KIPFXU

IPFXU vs SPHD: Complete Analysis 2026

IPFXUStock

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

Full IPFXU 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.