HomeCompareNEEGX vs SPHD

NEEGX vs SPHD: Dividend Comparison 2026

NEEGX yields 6.54% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NEEGX wins by $4.3K in total portfolio value
10 years
NEEGX
NEEGX
● Live price
6.54%
Share price
$71.36
Annual div
$4.67
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.8K
Annual income
$992.09
Full NEEGX 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 — NEEGX vs SPHD

📍 NEEGX 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 PeriodNEEGXSPHD
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, NEEGX + SPHD cover 0 of 12 monthsgood coverage

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

NEEGX
Annual income on $10K today (after 15% tax)
$556.17/yr
After 10yr DRIP, annual income (after tax)
$843.28/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, NEEGX beats the other by $361.01/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NEEGX: 50%SPHD: 50%
100% SPHD50/50100% NEEGX
Portfolio after 10yr
$28.7K
Annual income
$779.73/yr
Blended yield
2.72%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NEEGX buys
0
SPHD buys
0
No recent congressional trades found for NEEGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNEEGXSPHD
Forward yield6.54%4.30%
Annual dividend / share$4.67$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.8K$26.5K
Annual income after 10y$992.09$567.37
Total dividends collected$8.3K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNEEGX PortfolioNEEGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,354$654.31$11,130$430.50+$224.00NEEGX
2$12,843$694.32$12,357$447.82+$486.00NEEGX
3$14,476$734.00$13,687$464.65+$789.00NEEGX
4$16,263$773.21$15,126$480.98+$1.1KNEEGX
5$18,213$811.80$16,682$496.78+$1.5KNEEGX
6$20,338$849.68$18,362$512.03+$2.0KNEEGX
7$22,648$886.72$20,174$526.72+$2.5KNEEGX
8$25,156$922.85$22,127$540.84+$3.0KNEEGX
9$27,875$958.00$24,230$554.39+$3.6KNEEGX
10$30,819$992.09$26,493$567.37+$4.3KNEEGX

NEEGX vs SPHD: Complete Analysis 2026

NEEGXStock

The investment seeks long-term, tax-efficient capital appreciation. The fund normally 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 may, but is not required to, invest in the securities of companies of any market capitalization and from a variety of industries included in the technology, healthcare, energy and industrials, specialty retailing, media/leisure/cable/entertainment and business and consumer services sectors.

Full NEEGX 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.