HomeCompareIVFIX vs SPHD

IVFIX vs SPHD: Dividend Comparison 2026

IVFIX yields 3.40% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $1.6K in total portfolio value
10 years
IVFIX
IVFIX
● Live price
3.40%
Share price
$4.81
Annual div
$0.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.9K
Annual income
$423.33
Full IVFIX 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 — IVFIX vs SPHD

📍 SPHD pulled ahead of the other in Year 1

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 PeriodIVFIXSPHD
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, IVFIX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
IVFIX pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

IVFIX
Annual income on $10K today (after 15% tax)
$289.11/yr
After 10yr DRIP, annual income (after tax)
$359.83/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, SPHD beats the other by $125.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IVFIX: 50%SPHD: 50%
100% SPHD50/50100% IVFIX
Portfolio after 10yr
$25.7K
Annual income
$497.32/yr
Blended yield
1.93%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IVFIX buys
0
SPHD buys
0
No recent congressional trades found for IVFIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVFIXSPHD
Forward yield3.40%4.33%
Annual dividend / share$0.16$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.9K$26.5K
Annual income after 10y$423.33$571.32
Total dividends collected$3.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIVFIX PortfolioIVFIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,040$340.12$11,133$432.85$93.00SPHD
2$12,164$350.94$12,363$450.36$199.00SPHD
3$13,377$361.36$13,695$467.39$318.00SPHD
4$14,684$371.39$15,138$483.90$454.00SPHD
5$16,093$381.03$16,697$499.88$604.00SPHD
6$17,610$390.27$18,382$515.31$772.00SPHD
7$19,242$399.12$20,198$530.17$956.00SPHD
8$20,997$407.57$22,157$544.46$1.2KSPHD
9$22,882$415.64$24,266$558.18$1.4KSPHD
10$24,907$423.33$26,536$571.32$1.6KSPHD

IVFIX vs SPHD: Complete Analysis 2026

IVFIXStock

The fund pursues its investment objective by investing primarily in equity securities of companies based in countries outside the United States, consisting principally of high dividend-paying stocks with dividend growth potential. It generally invests in large-cap or mid-cap stocks and may also hold depositary receipts and real estate investment trusts. The fund will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in dividend-paying securities.

Full IVFIX 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 →
📬

Get this IVFIX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IVFIX vs SCHDIVFIX vs JEPIIVFIX vs OIVFIX vs KOIVFIX 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.