HomeCompareMGBIX vs SPHD

MGBIX vs SPHD: Dividend Comparison 2026

MGBIX yields 3.85% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $853.00 in total portfolio value
10 years
MGBIX
MGBIX
● Live price
3.85%
Share price
$21.69
Annual div
$0.84
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.7K
Annual income
$492.97
Full MGBIX 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 — MGBIX vs SPHD

📍 SPHD 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 PeriodMGBIXSPHD
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, MGBIX + SPHD cover 0 of 12 monthsgood coverage

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

MGBIX
Annual income on $10K today (after 15% tax)
$327.22/yr
After 10yr DRIP, annual income (after tax)
$419.02/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 $66.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MGBIX: 50%SPHD: 50%
100% SPHD50/50100% MGBIX
Portfolio after 10yr
$26.1K
Annual income
$532.15/yr
Blended yield
2.04%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MGBIX buys
0
SPHD buys
0
No recent congressional trades found for MGBIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMGBIXSPHD
Forward yield3.85%4.33%
Annual dividend / share$0.84$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.7K$26.5K
Annual income after 10y$492.97$571.32
Total dividends collected$4.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMGBIX PortfolioMGBIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,085$384.97$11,133$432.85$48.00SPHD
2$12,260$398.82$12,363$450.36$103.00SPHD
3$13,530$412.23$13,695$467.39$165.00SPHD
4$14,902$425.19$15,138$483.90$236.00SPHD
5$16,383$437.67$16,697$499.88$314.00SPHD
6$17,980$449.69$18,382$515.31$402.00SPHD
7$19,700$461.22$20,198$530.17$498.00SPHD
8$21,551$472.28$22,157$544.46$606.00SPHD
9$23,542$482.86$24,266$558.18$724.00SPHD
10$25,683$492.97$26,536$571.32$853.00SPHD

MGBIX vs SPHD: Complete Analysis 2026

MGBIXStock

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in bonds (debt securities). The term "bond" includes any debt or fixed income securities. Up to 30% of its assets may be invested in below investment grade securities (commonly known as "junk bonds" or "high yield securities"). Up to 10% of the fund's assets may be invested in non-U.S. dollar-denominated instruments, including sovereign and corporate bonds.

Full MGBIX 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.