HomeCompareMASGX vs SPHD

MASGX vs SPHD: Dividend Comparison 2026

MASGX yields 5.33% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MASGX wins by $2.92M in total portfolio value
10 years
MASGX
MASGX
● Live price
5.33%
Share price
$14.50
Annual div
$0.77
5Y div CAGR
57.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2.95M
Annual income
$2,134,233.41
Full MASGX 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 — MASGX vs SPHD

📍 MASGX 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 PeriodMASGXSPHD
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, MASGX + SPHD cover 0 of 12 monthsgood coverage

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

MASGX
Annual income on $10K today (after 15% tax)
$453.26/yr
After 10yr DRIP, annual income (after tax)
$1,814,098.40/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, MASGX beats the other by $1,813,616.13/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MASGX: 50%SPHD: 50%
100% SPHD50/50100% MASGX
Portfolio after 10yr
$1.49M
Annual income
$1,067,400.38/yr
Blended yield
71.69%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MASGX buys
0
SPHD buys
0
No recent congressional trades found for MASGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMASGXSPHD
Forward yield5.33%4.30%
Annual dividend / share$0.77$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR57.9%0%
Portfolio after 10y$2.95M$26.5K
Annual income after 10y$2,134,233.41$567.37
Total dividends collected$2.85M$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMASGX PortfolioMASGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,542$841.99$11,130$430.50+$412.00MASGX
2$13,784$1,434.12$12,357$447.82+$1.4KMASGX
3$17,276$2,527.43$13,687$464.65+$3.6KMASGX
4$23,160$4,674.69$15,126$480.98+$8.0KMASGX
5$34,030$9,247.95$16,682$496.78+$17.3KMASGX
6$56,463$20,051.84$18,362$512.03+$38.1KMASGX
7$109,514$49,098.00$20,174$526.72+$89.3KMASGX
8$257,708$140,528.31$22,127$540.84+$235.6KMASGX
9$763,749$488,001.40$24,230$554.39+$739.5KMASGX
10$2,951,445$2,134,233.41$26,493$567.37+$2.92MMASGX

MASGX vs SPHD: Complete Analysis 2026

MASGXStock

Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of companies located in emerging market countries that satisfy one or more of the fund’s environmental, social and governance (“ESG”) standards. The fund may also invest in companies located in developed countries; however, the fund may not invest in any company located in a developed country if, at the time of purchase, more than 20% of the fund’s assets are invested in developed market companies.

Full MASGX 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.