HomeCompareMGFIX vs SPHD

MGFIX vs SPHD: Dividend Comparison 2026

MGFIX yields 3.66% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $1.2K in total portfolio value
10 years
MGFIX
MGFIX
● Live price
3.66%
Share price
$21.69
Annual div
$0.79
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.4K
Annual income
$463.40
Full MGFIX 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 — MGFIX 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 PeriodMGFIXSPHD
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, MGFIX + SPHD cover 0 of 12 monthsgood coverage

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

MGFIX
Annual income on $10K today (after 15% tax)
$311.27/yr
After 10yr DRIP, annual income (after tax)
$393.89/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 $91.73/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MGFIX: 50%SPHD: 50%
100% SPHD50/50100% MGFIX
Portfolio after 10yr
$25.9K
Annual income
$517.36/yr
Blended yield
1.99%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MGFIX buys
0
SPHD buys
0
No recent congressional trades found for MGFIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMGFIXSPHD
Forward yield3.66%4.33%
Annual dividend / share$0.79$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.4K$26.5K
Annual income after 10y$463.40$571.32
Total dividends collected$4.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMGFIX PortfolioMGFIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,066$366.21$11,133$432.85$67.00SPHD
2$12,220$378.74$12,363$450.36$143.00SPHD
3$13,466$390.85$13,695$467.39$229.00SPHD
4$14,811$402.54$15,138$483.90$327.00SPHD
5$16,261$413.78$16,697$499.88$436.00SPHD
6$17,824$424.59$18,382$515.31$558.00SPHD
7$19,507$434.95$20,198$530.17$691.00SPHD
8$21,317$444.87$22,157$544.46$840.00SPHD
9$23,264$454.35$24,266$558.18$1.0KSPHD
10$25,356$463.40$26,536$571.32$1.2KSPHD

MGFIX vs SPHD: Complete Analysis 2026

MGFIXStock

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 MGFIX 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.