HomeCompareIWR vs SPHD

IWR vs SPHD: Dividend Comparison 2026

IWR yields 1.28% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $5.0K in total portfolio value
10 years
IWR
IWR
● Live price
1.28%
Share price
$97.23
Annual div
$1.24
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.5K
Annual income
$138.69
Full IWR 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 — IWR 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 PeriodIWRSPHD
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, IWR + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IWR
Annual income on $10K today (after 15% tax)
$108.52/yr
After 10yr DRIP, annual income (after tax)
$117.89/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 $364.38/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IWR: 50%SPHD: 50%
100% SPHD50/50100% IWR
Portfolio after 10yr
$24.0K
Annual income
$353.03/yr
Blended yield
1.47%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IWR buys
0
SPHD buys
0
No recent congressional trades found for IWR or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIWRSPHD
Forward yield1.28%4.30%
Annual dividend / share$1.24$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.5K$26.5K
Annual income after 10y$138.69$567.37
Total dividends collected$1.3K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIWR PortfolioIWR Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,828$127.67$11,130$430.50$302.00SPHD
2$11,715$129.20$12,357$447.82$642.00SPHD
3$12,665$130.64$13,687$464.65$1.0KSPHD
4$13,684$132.00$15,126$480.98$1.4KSPHD
5$14,775$133.29$16,682$496.78$1.9KSPHD
6$15,944$134.50$18,362$512.03$2.4KSPHD
7$17,196$135.64$20,174$526.72$3.0KSPHD
8$18,536$136.72$22,127$540.84$3.6KSPHD
9$19,971$137.74$24,230$554.39$4.3KSPHD
10$21,508$138.69$26,493$567.37$5.0KSPHD

IWR vs SPHD: Complete Analysis 2026

IWRStock

The iShares Russell Mid-Cap ETF seeks to track the investment results of an index composed of mid-capitalization U.S. equities.

Full IWR 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 IWR vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IWR vs SCHDIWR vs JEPIIWR vs OIWR vs KOIWR 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.