HomeCompareIVPEF vs SPHD

IVPEF vs SPHD: Dividend Comparison 2026

IVPEF yields 1.52% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $4.6K in total portfolio value
10 years
IVPEF
IVPEF
● Live price
1.52%
Share price
$131.21
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.9K
Annual income
$168.25
Full IVPEF 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 — IVPEF 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 PeriodIVPEFSPHD
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, IVPEF + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IVPEF
Annual income on $10K today (after 15% tax)
$129.56/yr
After 10yr DRIP, annual income (after tax)
$143.01/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, SPHD beats the other by $339.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IVPEF: 50%SPHD: 50%
100% SPHD50/50100% IVPEF
Portfolio after 10yr
$24.2K
Annual income
$367.80/yr
Blended yield
1.52%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IVPEF buys
0
SPHD buys
0
No recent congressional trades found for IVPEF or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVPEFSPHD
Forward yield1.52%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$21.9K$26.5K
Annual income after 10y$168.25$567.37
Total dividends collected$1.6K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIVPEF PortfolioIVPEF Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,852$152.43$11,130$430.50$278.00SPHD
2$11,767$154.60$12,357$447.82$590.00SPHD
3$12,747$156.66$13,687$464.65$940.00SPHD
4$13,798$158.61$15,126$480.98$1.3KSPHD
5$14,924$160.45$16,682$496.78$1.8KSPHD
6$16,131$162.19$18,362$512.03$2.2KSPHD
7$17,424$163.84$20,174$526.72$2.8KSPHD
8$18,809$165.40$22,127$540.84$3.3KSPHD
9$20,293$166.86$24,230$554.39$3.9KSPHD
10$21,881$168.25$26,493$567.37$4.6KSPHD

IVPEF vs SPHD: Complete Analysis 2026

IVPEFStock

The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of S&P 500 EUR Hedged.

Full IVPEF 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 IVPEF vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IVPEF vs SCHDIVPEF vs JEPIIVPEF vs OIVPEF vs KOIVPEF 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.