HomeCompareMIXIX vs SPHD

MIXIX vs SPHD: Dividend Comparison 2026

MIXIX yields 4.48% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MIXIX wins by $275.00 in total portfolio value
10 years
MIXIX
MIXIX
● Live price
4.48%
Share price
$9.08
Annual div
$0.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.8K
Annual income
$597.02
Full MIXIX 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 — MIXIX vs SPHD

📍 MIXIX 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 PeriodMIXIXSPHD
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, MIXIX + SPHD cover 0 of 12 monthsgood coverage

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

MIXIX
Annual income on $10K today (after 15% tax)
$380.81/yr
After 10yr DRIP, annual income (after tax)
$507.47/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, MIXIX beats the other by $21.84/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MIXIX: 50%SPHD: 50%
100% SPHD50/50100% MIXIX
Portfolio after 10yr
$26.7K
Annual income
$584.17/yr
Blended yield
2.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MIXIX buys
0
SPHD buys
0
No recent congressional trades found for MIXIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMIXIXSPHD
Forward yield4.48%4.33%
Annual dividend / share$0.41$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.8K$26.5K
Annual income after 10y$597.02$571.32
Total dividends collected$5.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMIXIX PortfolioMIXIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,148$448.02$11,133$432.85+$15.00MIXIX
2$12,395$466.78$12,363$450.36+$32.00MIXIX
3$13,748$485.04$13,695$467.39+$53.00MIXIX
4$15,213$502.78$15,138$483.90+$75.00MIXIX
5$16,798$519.97$16,697$499.88+$101.00MIXIX
6$18,510$536.57$18,382$515.31+$128.00MIXIX
7$20,359$552.59$20,198$530.17+$161.00MIXIX
8$22,352$568.01$22,157$544.46+$195.00MIXIX
9$24,499$582.82$24,266$558.18+$233.00MIXIX
10$26,811$597.02$26,536$571.32+$275.00MIXIX

MIXIX vs SPHD: Complete Analysis 2026

MIXIXStock

The investment seeks current income consistent with capital preservation. The fund, under normal circumstances, invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in debt securities. Under normal circumstances, it invests at least 80% of net assets in investment grade quality bonds of various types as rated by a nationally recognized statistical rating organization ("NRSRO"), or if unrated, judged to be of comparable quality by NYL Investors LLC, the fund's Subadvisor. The fund may invest up to 20% of its net assets in bonds rated below investment grade by a NRSRO, commonly referred to as "high yield" or "junk" bonds.

Full MIXIX 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.