HomeCompareMNVAX vs SPHD

MNVAX vs SPHD: Dividend Comparison 2026

MNVAX yields 7.23% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MNVAX wins by $5.7K in total portfolio value
10 years
MNVAX
MNVAX
● Live price
7.23%
Share price
$27.21
Annual div
$1.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.3K
Annual income
$1,144.48
Full MNVAX 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 — MNVAX vs SPHD

📍 MNVAX 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 PeriodMNVAXSPHD
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, MNVAX + SPHD cover 0 of 12 monthsgood coverage

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

MNVAX
Annual income on $10K today (after 15% tax)
$614.76/yr
After 10yr DRIP, annual income (after tax)
$972.81/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, MNVAX beats the other by $487.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MNVAX: 50%SPHD: 50%
100% SPHD50/50100% MNVAX
Portfolio after 10yr
$29.4K
Annual income
$857.90/yr
Blended yield
2.92%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MNVAX buys
0
SPHD buys
0
No recent congressional trades found for MNVAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMNVAXSPHD
Forward yield7.23%4.33%
Annual dividend / share$1.97$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.3K$26.5K
Annual income after 10y$1,144.48$571.32
Total dividends collected$9.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMNVAX PortfolioMNVAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,423$723.25$11,133$432.85+$290.00MNVAX
2$12,995$772.14$12,363$450.36+$632.00MNVAX
3$14,726$820.91$13,695$467.39+$1.0KMNVAX
4$16,626$869.38$15,138$483.90+$1.5KMNVAX
5$18,707$917.35$16,697$499.88+$2.0KMNVAX
6$20,981$964.65$18,382$515.31+$2.6KMNVAX
7$23,461$1,011.14$20,198$530.17+$3.3KMNVAX
8$26,160$1,056.68$22,157$544.46+$4.0KMNVAX
9$29,092$1,101.16$24,266$558.18+$4.8KMNVAX
10$32,273$1,144.48$26,536$571.32+$5.7KMNVAX

MNVAX vs SPHD: Complete Analysis 2026

MNVAXStock

The fund seeks to achieve its investment objective by investing in the common stock of established, high-quality companies selected via bottom-up fundamental analysis. Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in such securities. The fund may also invest up to 35% of its assets in foreign securities (including American Depositary Receipts and emerging market securities). To the extent invested in common stocks, the fund generally invests in only 25-40 companies at any given time.

Full MNVAX 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.