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MFD vs SPHD: Dividend Comparison 2026

MFD yields 9.47% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $3.7K in total portfolio value· pulled ahead in Year 4
10 years
MFD
MFD
● Live price
9.47%
Share price
$8.45
Annual div
$0.80
5Y div CAGR
-33.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.9K
Annual income
$18.04
Full MFD 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 — MFD vs SPHD

📍 SPHD pulled ahead of the other in Year 4

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 PeriodMFDSPHD
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, MFD + SPHD cover 0 of 12 monthsgood coverage

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

MFD
Annual income on $10K today (after 15% tax)
$804.73/yr
After 10yr DRIP, annual income (after tax)
$15.33/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, SPHD beats the other by $470.29/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MFD: 50%SPHD: 50%
100% SPHD50/50100% MFD
Portfolio after 10yr
$24.7K
Annual income
$294.68/yr
Blended yield
1.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MFD buys
0
SPHD buys
0
No recent congressional trades found for MFD or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMFDSPHD
Forward yield9.47%4.33%
Annual dividend / share$0.80$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-33.7%0%
Portfolio after 10y$22.9K$26.5K
Annual income after 10y$18.04$571.32
Total dividends collected$2.0K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMFD PortfolioMFD Income/yrSPHD PortfolioSPHD Income/yrGap
1$11,328$627.69$11,133$432.85+$195.00MFD
2$12,561$440.57$12,363$450.36+$198.00MFD
3$13,743$302.72$13,695$467.39+$48.00MFD
4← crossover$14,910$205.22$15,138$483.90$228.00SPHD
5$16,092$137.96$16,697$499.88$605.00SPHD
6$17,311$92.26$18,382$515.31$1.1KSPHD
7$18,584$61.50$20,198$530.17$1.6KSPHD
8$19,926$40.91$22,157$544.46$2.2KSPHD
9$21,348$27.18$24,266$558.18$2.9KSPHD
10$22,860$18.04$26,536$571.32$3.7KSPHD

MFD vs SPHD: Complete Analysis 2026

MFDStock

Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Macquarie Capital Investment Management, LLC and Four Corners Capital Management, LLC. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the infrastructure and utilities sectors. The fund primarily invests in dividend-paying stocks of companies. It benchmarks the performance of its portfolio against the S&P 500 Utilities Total Return Index. Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund was formed on March 25, 2004 and is domiciled in the United States.

Full MFD 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.