HomeCompareNNLEX vs SPHD

NNLEX vs SPHD: Dividend Comparison 2026

NNLEX yields 10.08% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NNLEX wins by $12.4K in total portfolio value
10 years
NNLEX
NNLEX
● Live price
10.08%
Share price
$18.91
Annual div
$1.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.0K
Annual income
$1,900.14
Full NNLEX 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 — NNLEX vs SPHD

📍 NNLEX 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 PeriodNNLEXSPHD
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, NNLEX + SPHD cover 0 of 12 monthsgood coverage

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

NNLEX
Annual income on $10K today (after 15% tax)
$857.18/yr
After 10yr DRIP, annual income (after tax)
$1,615.12/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, NNLEX beats the other by $1,129.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NNLEX: 50%SPHD: 50%
100% SPHD50/50100% NNLEX
Portfolio after 10yr
$32.8K
Annual income
$1,235.73/yr
Blended yield
3.77%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NNLEX buys
0
SPHD buys
0
No recent congressional trades found for NNLEX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNNLEXSPHD
Forward yield10.08%4.33%
Annual dividend / share$1.91$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$39.0K$26.5K
Annual income after 10y$1,900.14$571.32
Total dividends collected$14.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNNLEX PortfolioNNLEX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,708$1,008.45$11,133$432.85+$575.00NNLEX
2$13,632$1,103.49$12,363$450.36+$1.3KNNLEX
3$15,786$1,200.69$13,695$467.39+$2.1KNNLEX
4$18,191$1,299.52$15,138$483.90+$3.1KNNLEX
5$20,864$1,399.50$16,697$499.88+$4.2KNNLEX
6$23,824$1,500.13$18,382$515.31+$5.4KNNLEX
7$27,093$1,600.93$20,198$530.17+$6.9KNNLEX
8$30,691$1,701.47$22,157$544.46+$8.5KNNLEX
9$34,641$1,801.33$24,266$558.18+$10.4KNNLEX
10$38,966$1,900.14$26,536$571.32+$12.4KNNLEX

NNLEX vs SPHD: Complete Analysis 2026

NNLEXStock

The fund primarily invests in common stocks of domestic corporations with small- and medium-sized market capitalizations believed to have growth potential. The advisor believes a company's annual sales volume and market capitalization are the factors most illustrative of a company's size. The advisor generally considers companies with market capitalizations up to $3 billion as "small", between $3 billion and $25 billion as "medium," and greater than $25 billion as "large."

Full NNLEX 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.