HomeCompareNEWFX vs SPHD

NEWFX vs SPHD: Dividend Comparison 2026

NEWFX yields 5.80% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NEWFX wins by $2.8K in total portfolio value
10 years
NEWFX
NEWFX
● Live price
5.80%
Share price
$91.81
Annual div
$5.32
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$838.91
Full NEWFX 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 — NEWFX vs SPHD

📍 NEWFX 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 PeriodNEWFXSPHD
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, NEWFX + SPHD cover 0 of 12 monthsgood coverage

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

NEWFX
Annual income on $10K today (after 15% tax)
$492.69/yr
After 10yr DRIP, annual income (after tax)
$713.07/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, NEWFX beats the other by $227.45/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NEWFX: 50%SPHD: 50%
100% SPHD50/50100% NEWFX
Portfolio after 10yr
$27.9K
Annual income
$705.12/yr
Blended yield
2.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NEWFX buys
0
SPHD buys
0
No recent congressional trades found for NEWFX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNEWFXSPHD
Forward yield5.80%4.33%
Annual dividend / share$5.32$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.3K$26.5K
Annual income after 10y$838.91$571.32
Total dividends collected$7.1K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNEWFX PortfolioNEWFX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,280$579.63$11,133$432.85+$147.00NEWFX
2$12,680$611.03$12,363$450.36+$317.00NEWFX
3$14,210$641.97$13,695$467.39+$515.00NEWFX
4$15,877$672.34$15,138$483.90+$739.00NEWFX
5$17,690$702.07$16,697$499.88+$993.00NEWFX
6$19,660$731.09$18,382$515.31+$1.3KNEWFX
7$21,795$759.32$20,198$530.17+$1.6KNEWFX
8$24,108$786.73$22,157$544.46+$2.0KNEWFX
9$26,608$813.27$24,266$558.18+$2.3KNEWFX
10$29,310$838.91$26,536$571.32+$2.8KNEWFX

NEWFX vs SPHD: Complete Analysis 2026

NEWFXStock

The fund invests primarily in common stocks of companies with significant exposure to countries with developing economies and/or markets. Under normal market conditions, the fund invests at least 35% of its assets in equity and debt securities of issuers primarily based in qualified countries that have developing economies and/or markets.

Full NEWFX 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.