HomeCompareMTPIX vs SPHD

MTPIX vs SPHD: Dividend Comparison 2026

MTPIX yields 21.57% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MTPIX wins by $53.9K in total portfolio value
10 years
MTPIX
MTPIX
● Live price
21.57%
Share price
$9.27
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$80.4K
Annual income
$7,945.40
Full MTPIX 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 — MTPIX vs SPHD

📍 MTPIX 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 PeriodMTPIXSPHD
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, MTPIX + SPHD cover 0 of 12 monthsgood coverage

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

MTPIX
Annual income on $10K today (after 15% tax)
$1,833.87/yr
After 10yr DRIP, annual income (after tax)
$6,753.59/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, MTPIX beats the other by $6,267.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MTPIX: 50%SPHD: 50%
100% SPHD50/50100% MTPIX
Portfolio after 10yr
$53.5K
Annual income
$4,258.36/yr
Blended yield
7.97%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MTPIX buys
0
SPHD buys
0
No recent congressional trades found for MTPIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMTPIXSPHD
Forward yield21.57%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$80.4K$26.5K
Annual income after 10y$7,945.40$571.32
Total dividends collected$47.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMTPIX PortfolioMTPIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,857$2,157.50$11,133$432.85+$1.7KMTPIX
2$16,350$2,592.52$12,363$450.36+$4.0KMTPIX
3$20,576$3,081.07$13,695$467.39+$6.9KMTPIX
4$25,640$3,623.70$15,138$483.90+$10.5KMTPIX
5$31,655$4,220.14$16,697$499.88+$15.0KMTPIX
6$38,740$4,869.31$18,382$515.31+$20.4KMTPIX
7$47,021$5,569.33$20,198$530.17+$26.8KMTPIX
8$56,630$6,317.62$22,157$544.46+$34.5KMTPIX
9$67,705$7,110.91$24,266$558.18+$43.4KMTPIX
10$80,390$7,945.40$26,536$571.32+$53.9KMTPIX

MTPIX vs SPHD: Complete Analysis 2026

MTPIXStock

The investment seeks to provide long-term capital growth and to moderate volatility consistent with its current asset allocation. The fund seeks to achieve its investment objective by investing in a combination of underlying funds according to a target asset allocation strategy. These underlying funds will pursue asset allocation strategies, and will invest in a combination of equity, fixed income and cash investments. It may also invest directly in equity and fixed income securities and cash equivalents, including money market securities.

Full MTPIX 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.