HomeCompareIXSRF vs SPHD

IXSRF vs SPHD: Dividend Comparison 2026

IXSRF yields 27.79% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IXSRF wins by $89.9K in total portfolio value
10 years
IXSRF
IXSRF
● Live price
27.79%
Share price
$7.20
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$116.4K
Annual income
$14,408.07
Full IXSRF 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 — IXSRF vs SPHD

📍 IXSRF 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 PeriodIXSRFSPHD
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, IXSRF + SPHD cover 0 of 12 monthsgood coverage

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

IXSRF
Annual income on $10K today (after 15% tax)
$2,361.96/yr
After 10yr DRIP, annual income (after tax)
$12,246.86/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, IXSRF beats the other by $11,761.24/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IXSRF: 50%SPHD: 50%
100% SPHD50/50100% IXSRF
Portfolio after 10yr
$71.5K
Annual income
$7,489.69/yr
Blended yield
10.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IXSRF buys
0
SPHD buys
0
No recent congressional trades found for IXSRF or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIXSRFSPHD
Forward yield27.79%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$116.4K$26.5K
Annual income after 10y$14,408.07$571.32
Total dividends collected$77.1K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIXSRF PortfolioIXSRF Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$13,479$2,778.78$11,133$432.85+$2.3KIXSRF
2$17,923$3,500.43$12,363$450.36+$5.6KIXSRF
3$23,527$4,350.02$13,695$467.39+$9.8KIXSRF
4$30,511$5,336.74$15,138$483.90+$15.4KIXSRF
5$39,115$6,468.08$16,697$499.88+$22.4KIXSRF
6$49,602$7,749.56$18,382$515.31+$31.2KIXSRF
7$62,259$9,184.48$20,198$530.17+$42.1KIXSRF
8$77,391$10,773.84$22,157$544.46+$55.2KIXSRF
9$95,325$12,516.27$24,266$558.18+$71.1KIXSRF
10$116,405$14,408.07$26,536$571.32+$89.9KIXSRF

IXSRF vs SPHD: Complete Analysis 2026

IXSRFStock

The Fund seeks to track the performance of an index composed of large- and mid-capitalisation stocks across emerging market countries, with the exception of China.

Full IXSRF 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.