HomeCompareMDEGX vs SPHD

MDEGX vs SPHD: Dividend Comparison 2026

MDEGX yields 13.51% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MDEGX wins by $22.1K in total portfolio value
10 years
MDEGX
MDEGX
● Live price
13.51%
Share price
$14.80
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.6K
Annual income
$3,126.81
Full MDEGX 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 — MDEGX vs SPHD

📍 MDEGX 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 PeriodMDEGXSPHD
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, MDEGX + SPHD cover 0 of 12 monthsgood coverage

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

MDEGX
Annual income on $10K today (after 15% tax)
$1,148.65/yr
After 10yr DRIP, annual income (after tax)
$2,657.79/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, MDEGX beats the other by $2,172.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MDEGX: 50%SPHD: 50%
100% SPHD50/50100% MDEGX
Portfolio after 10yr
$37.6K
Annual income
$1,849.06/yr
Blended yield
4.92%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MDEGX buys
0
SPHD buys
0
No recent congressional trades found for MDEGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMDEGXSPHD
Forward yield13.51%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$48.6K$26.5K
Annual income after 10y$3,126.81$571.32
Total dividends collected$22.1K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMDEGX PortfolioMDEGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,051$1,351.35$11,133$432.85+$918.00MDEGX
2$14,417$1,522.02$12,363$450.36+$2.1KMDEGX
3$17,128$1,701.67$13,695$467.39+$3.4KMDEGX
4$20,216$1,889.38$15,138$483.90+$5.1KMDEGX
5$23,715$2,084.16$16,697$499.88+$7.0KMDEGX
6$27,660$2,284.97$18,382$515.31+$9.3KMDEGX
7$32,087$2,490.72$20,198$530.17+$11.9KMDEGX
8$37,034$2,700.33$22,157$544.46+$14.9KMDEGX
9$42,539$2,912.71$24,266$558.18+$18.3KMDEGX
10$48,644$3,126.81$26,536$571.32+$22.1KMDEGX

MDEGX vs SPHD: Complete Analysis 2026

MDEGXStock

The fund seeks to achieve its investment objective through a fully managed investment policy utilizing global equity securities. For purposes of the fund’s investment policies, equity securities include common stock, preferred stock, convertible securities, warrants, depositary receipts, and securities and other instruments whose price is linked to the value of common stock. It will, under normal circumstances, invest at least 80% of its net assets inequity and equity-related securities. The fund is non-diversified.

Full MDEGX 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.