HomeCompareIVOYX vs SPHD

IVOYX vs SPHD: Dividend Comparison 2026

IVOYX yields 14.83% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IVOYX wins by $26.4K in total portfolio value
10 years
IVOYX
IVOYX
● Live price
14.83%
Share price
$17.10
Annual div
$2.54
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$52.9K
Annual income
$3,706.15
Full IVOYX 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 — IVOYX vs SPHD

📍 IVOYX 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 PeriodIVOYXSPHD
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, IVOYX + SPHD cover 0 of 12 monthsgood coverage

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

IVOYX
Annual income on $10K today (after 15% tax)
$1,260.16/yr
After 10yr DRIP, annual income (after tax)
$3,150.23/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, IVOYX beats the other by $2,667.96/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

IVOYX: 50%SPHD: 50%
100% SPHD50/50100% IVOYX
Portfolio after 10yr
$39.7K
Annual income
$2,136.75/yr
Blended yield
5.38%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IVOYX buys
0
SPHD buys
0
No recent congressional trades found for IVOYX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVOYXSPHD
Forward yield14.83%4.30%
Annual dividend / share$2.54$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$52.9K$26.5K
Annual income after 10y$3,706.15$567.37
Total dividends collected$25.4K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIVOYX PortfolioIVOYX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,183$1,482.54$11,130$430.50+$1.1KIVOYX
2$14,723$1,687.96$12,357$447.82+$2.4KIVOYX
3$17,660$1,906.53$13,687$464.65+$4.0KIVOYX
4$21,034$2,137.26$15,126$480.98+$5.9KIVOYX
5$24,885$2,378.99$16,682$496.78+$8.2KIVOYX
6$29,258$2,630.46$18,362$512.03+$10.9KIVOYX
7$34,196$2,890.32$20,174$526.72+$14.0KIVOYX
8$39,747$3,157.17$22,127$540.84+$17.6KIVOYX
9$45,959$3,429.59$24,230$554.39+$21.7KIVOYX
10$52,882$3,706.15$26,493$567.37+$26.4KIVOYX

IVOYX vs SPHD: Complete Analysis 2026

IVOYXStock

The fund seeks to achieve its objective by investing primarily in a diversified portfolio of income-producing common stocks of mid-capitalization companies that the manager believes demonstrate favorable prospects for total return. It invests at least 80% of its net assets in the securities of mid-capitalization companies which for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap® Index over the last 13 months at the time of acquisition.

Full IVOYX 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.