HomeCompareMTYIX vs SPHD

MTYIX vs SPHD: Dividend Comparison 2026

MTYIX yields 19.92% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MTYIX wins by $46.1K in total portfolio value
10 years
MTYIX
MTYIX
● Live price
19.92%
Share price
$10.04
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$72.7K
Annual income
$6,681.84
Full MTYIX 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 — MTYIX vs SPHD

📍 MTYIX 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 PeriodMTYIXSPHD
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, MTYIX + SPHD cover 0 of 12 monthsgood coverage

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

MTYIX
Annual income on $10K today (after 15% tax)
$1,693.23/yr
After 10yr DRIP, annual income (after tax)
$5,679.56/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, MTYIX beats the other by $5,193.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MTYIX: 50%SPHD: 50%
100% SPHD50/50100% MTYIX
Portfolio after 10yr
$49.6K
Annual income
$3,626.58/yr
Blended yield
7.31%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MTYIX buys
0
SPHD buys
0
No recent congressional trades found for MTYIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMTYIXSPHD
Forward yield19.92%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$72.7K$26.5K
Annual income after 10y$6,681.84$571.32
Total dividends collected$41.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMTYIX PortfolioMTYIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,692$1,992.03$11,133$432.85+$1.6KMTYIX
2$15,943$2,362.89$12,363$450.36+$3.6KMTYIX
3$19,833$2,774.01$13,695$467.39+$6.1KMTYIX
4$24,447$3,225.09$15,138$483.90+$9.3KMTYIX
5$29,873$3,715.22$16,697$499.88+$13.2KMTYIX
6$36,207$4,242.88$18,382$515.31+$17.8KMTYIX
7$43,548$4,806.07$20,198$530.17+$23.4KMTYIX
8$51,999$5,402.29$22,157$544.46+$29.8KMTYIX
9$61,667$6,028.62$24,266$558.18+$37.4KMTYIX
10$72,666$6,681.84$26,536$571.32+$46.1KMTYIX

MTYIX vs SPHD: Complete Analysis 2026

MTYIXStock

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. The fund may also invest directly in equity and fixed income securities and cash equivalents, including money market securities.

Full MTYIX 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.