HomeCompareIVTY vs SPHD

IVTY vs SPHD: Dividend Comparison 2026

IVTY yields 27.06% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IVTY wins by $85.0K in total portfolio value
10 years
IVTY
IVTY
● Live price
27.06%
Share price
$7.39
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$111.6K
Annual income
$13,493.08
Full IVTY 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 — IVTY vs SPHD

📍 IVTY 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 PeriodIVTYSPHD
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, IVTY + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IVTY
Annual income on $10K today (after 15% tax)
$2,300.41/yr
After 10yr DRIP, annual income (after tax)
$11,469.12/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, IVTY beats the other by $10,983.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IVTY: 50%SPHD: 50%
100% SPHD50/50100% IVTY
Portfolio after 10yr
$69.1K
Annual income
$7,032.20/yr
Blended yield
10.18%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IVTY buys
0
SPHD buys
0
No recent congressional trades found for IVTY or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVTYSPHD
Forward yield27.06%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$111.6K$26.5K
Annual income after 10y$13,493.08$571.32
Total dividends collected$73.1K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIVTY PortfolioIVTY Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$13,406$2,706.36$11,133$432.85+$2.3KIVTY
2$17,736$3,390.88$12,363$450.36+$5.4KIVTY
3$23,170$4,192.43$13,695$467.39+$9.5KIVTY
4$29,910$5,118.62$15,138$483.90+$14.8KIVTY
5$38,179$6,175.45$16,697$499.88+$21.5KIVTY
6$48,219$7,367.06$18,382$515.31+$29.8KIVTY
7$60,290$8,695.61$20,198$530.17+$40.1KIVTY
8$74,671$10,161.15$22,157$544.46+$52.5KIVTY
9$91,660$11,761.66$24,266$558.18+$67.4KIVTY
10$111,569$13,493.08$26,536$571.32+$85.0KIVTY

IVTY vs SPHD: Complete Analysis 2026

IVTYStock

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

Full IVTY 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 IVTY vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IVTY vs SCHDIVTY vs JEPIIVTY vs OIVTY vs KOIVTY 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.