HomeCompareMUNDX vs SPHD

MUNDX vs SPHD: Dividend Comparison 2026

MUNDX yields 9.23% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MUNDX wins by $10.3K in total portfolio value
10 years
MUNDX
MUNDX
● Live price
9.23%
Share price
$26.51
Annual div
$2.45
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.8K
Annual income
$1,651.29
Full MUNDX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — MUNDX vs SPHD

📍 MUNDX 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 PeriodMUNDXSPHD
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, MUNDX + SPHD cover 0 of 12 monthsgood coverage

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

MUNDX
Annual income on $10K today (after 15% tax)
$784.60/yr
After 10yr DRIP, annual income (after tax)
$1,403.60/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, MUNDX beats the other by $921.33/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

MUNDX: 50%SPHD: 50%
100% SPHD50/50100% MUNDX
Portfolio after 10yr
$31.7K
Annual income
$1,109.33/yr
Blended yield
3.50%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MUNDX buys
0
SPHD buys
0
No recent congressional trades found for MUNDX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMUNDXSPHD
Forward yield9.23%4.30%
Annual dividend / share$2.45$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.8K$26.5K
Annual income after 10y$1,651.29$567.37
Total dividends collected$12.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMUNDX PortfolioMUNDX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,623$923.06$11,130$430.50+$493.00MUNDX
2$13,439$1,002.69$12,357$447.82+$1.1KMUNDX
3$15,464$1,083.53$13,687$464.65+$1.8KMUNDX
4$17,711$1,165.17$15,126$480.98+$2.6KMUNDX
5$20,198$1,247.22$16,682$496.78+$3.5KMUNDX
6$22,941$1,329.31$18,362$512.03+$4.6KMUNDX
7$25,958$1,411.07$20,174$526.72+$5.8KMUNDX
8$29,268$1,492.18$22,127$540.84+$7.1KMUNDX
9$32,889$1,572.35$24,230$554.39+$8.7KMUNDX
10$36,842$1,651.29$26,493$567.37+$10.3KMUNDX

MUNDX vs SPHD: Complete Analysis 2026

MUNDXStock

Under normal market conditions the fund invests primarily in common stocks of domestic and foreign large capitalization companies. Large capitalization companies are those with a market capitalization of $10 billion or more. The fund's foreign investments consist primarily of American Depositary Receipts ("ADRs"). ADRs are certificates issued by a U.S. bank that represent a certain amount of shares of a foreign company on a foreign or U.S. based stock exchange. The fund's investment strategy focuses on value style investing.

Full MUNDX 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.