HomeCompareIYRI vs SPHD

IYRI vs SPHD: Dividend Comparison 2026

IYRI yields 11.67% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IYRI wins by $16.7K in total portfolio value
10 years
IYRI
IYRI
● Live price
11.67%
Share price
$47.29
Annual div
$5.52
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.2K
Annual income
$2,420.37
Full IYRI 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 — IYRI vs SPHD

📍 IYRI 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 PeriodIYRISPHD
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, IYRI + SPHD cover 0 of 12 monthsgood coverage

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

IYRI
Annual income on $10K today (after 15% tax)
$992.18/yr
After 10yr DRIP, annual income (after tax)
$2,057.31/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, IYRI beats the other by $1,575.05/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 IYRI + SPHD for your $10,000?

IYRI: 50%SPHD: 50%
100% SPHD50/50100% IYRI
Portfolio after 10yr
$34.9K
Annual income
$1,493.86/yr
Blended yield
4.29%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IYRI buys
0
SPHD buys
0
No recent congressional trades found for IYRI or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIYRISPHD
Forward yield11.67%4.30%
Annual dividend / share$5.52$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$43.2K$26.5K
Annual income after 10y$2,420.37$567.37
Total dividends collected$17.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIYRI PortfolioIYRI Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,867$1,167.27$11,130$430.50+$737.00IYRI
2$13,993$1,294.61$12,357$447.82+$1.6KIYRI
3$16,399$1,426.60$13,687$464.65+$2.7KIYRI
4$19,109$1,562.53$15,126$480.98+$4.0KIYRI
5$22,148$1,701.68$16,682$496.78+$5.5KIYRI
6$25,542$1,843.30$18,362$512.03+$7.2KIYRI
7$29,317$1,986.67$20,174$526.72+$9.1KIYRI
8$33,500$2,131.09$22,127$540.84+$11.4KIYRI
9$38,121$2,275.87$24,230$554.39+$13.9KIYRI
10$43,210$2,420.37$26,493$567.37+$16.7KIYRI

IYRI vs SPHD: Complete Analysis 2026

IYRIStock

The NEOS Real Estate High Income ETF (the “Fund”) seeks to generate high monthly income with the potential for equity appreciation.

Full IYRI 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.