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NLGIX vs SPHD: Dividend Comparison 2026

NLGIX yields 15.23% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NLGIX wins by $27.8K in total portfolio value
10 years
NLGIX
NLGIX
● Live price
15.23%
Share price
$13.13
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$54.3K
Annual income
$3,899.74
Full NLGIX 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 — NLGIX vs SPHD

📍 NLGIX 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 PeriodNLGIXSPHD
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, NLGIX + SPHD cover 0 of 12 monthsgood coverage

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

NLGIX
Annual income on $10K today (after 15% tax)
$1,294.74/yr
After 10yr DRIP, annual income (after tax)
$3,314.78/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, NLGIX beats the other by $2,832.51/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NLGIX: 50%SPHD: 50%
100% SPHD50/50100% NLGIX
Portfolio after 10yr
$40.4K
Annual income
$2,233.55/yr
Blended yield
5.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NLGIX buys
0
SPHD buys
0
No recent congressional trades found for NLGIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNLGIXSPHD
Forward yield15.23%4.30%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$54.3K$26.5K
Annual income after 10y$3,899.74$567.37
Total dividends collected$26.5K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNLGIX PortfolioNLGIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,223$1,523.23$11,130$430.50+$1.1KNLGIX
2$14,819$1,740.07$12,357$447.82+$2.5KNLGIX
3$17,828$1,971.58$13,687$464.65+$4.1KNLGIX
4$21,293$2,216.73$15,126$480.98+$6.2KNLGIX
5$25,257$2,474.33$16,682$496.78+$8.6KNLGIX
6$29,768$2,743.05$18,362$512.03+$11.4KNLGIX
7$34,874$3,021.47$20,174$526.72+$14.7KNLGIX
8$40,623$3,308.08$22,127$540.84+$18.5KNLGIX
9$47,068$3,601.35$24,230$554.39+$22.8KNLGIX
10$54,262$3,899.74$26,493$567.37+$27.8KNLGIX

NLGIX vs SPHD: Complete Analysis 2026

NLGIXStock

The investment seeks capital appreciation. Under normal circumstances, the fund invests most of its net assets in shares of equity mutual funds and ETFs managed by the Investment Manager or its affiliates (Columbia Funds), and third party advised funds (collectively, underlying funds). Normally, it invests at least 80% of its net assets in equity securities. For purposes of the fund's 80% policy, equity securities include common stocks, preferred stocks, securities convertible into common stocks, ADRs and GDRs and shares of underlying funds that principally invest in such securities.

Full NLGIX 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.