HomeCompareNEAGX vs SPHD

NEAGX vs SPHD: Dividend Comparison 2026

NEAGX yields 1.91% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $4.0K in total portfolio value
10 years
NEAGX
NEAGX
● Live price
1.91%
Share price
$64.05
Annual div
$1.22
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.5K
Annual income
$216.34
Full NEAGX 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 — NEAGX vs SPHD

📍 SPHD 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 PeriodNEAGXSPHD
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, NEAGX + SPHD cover 0 of 12 monthsgood coverage

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

NEAGX
Annual income on $10K today (after 15% tax)
$162.50/yr
After 10yr DRIP, annual income (after tax)
$183.89/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, SPHD beats the other by $298.38/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NEAGX: 50%SPHD: 50%
100% SPHD50/50100% NEAGX
Portfolio after 10yr
$24.5K
Annual income
$391.85/yr
Blended yield
1.60%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NEAGX buys
0
SPHD buys
0
No recent congressional trades found for NEAGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNEAGXSPHD
Forward yield1.91%4.30%
Annual dividend / share$1.22$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.5K$26.5K
Annual income after 10y$216.34$567.37
Total dividends collected$2.0K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNEAGX PortfolioNEAGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,891$191.17$11,130$430.50$239.00SPHD
2$11,848$194.59$12,357$447.82$509.00SPHD
3$12,875$197.84$13,687$464.65$812.00SPHD
4$13,978$200.92$15,126$480.98$1.1KSPHD
5$15,160$203.86$16,682$496.78$1.5KSPHD
6$16,428$206.63$18,362$512.03$1.9KSPHD
7$17,787$209.27$20,174$526.72$2.4KSPHD
8$19,244$211.76$22,127$540.84$2.9KSPHD
9$20,805$214.11$24,230$554.39$3.4KSPHD
10$22,478$216.34$26,493$567.37$4.0KSPHD

NEAGX vs SPHD: Complete Analysis 2026

NEAGXStock

The investment seeks long-term, tax-efficient capital appreciation. Under normal conditions, the fund invests at least 65% of its total assets in the equity securities (principally, common stock) of domestic issuers listed on a nationally recognized securities exchange. It invests principally in markets and industries with strong growth potential, focusing primarily on the market leaders in these areas as these companies often garner a disproportionate share of the positive financial returns.

Full NEAGX 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.