HomeCompareNRGZ vs SPHD

NRGZ vs SPHD: Dividend Comparison 2026

NRGZ yields 10.16% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NRGZ wins by $12.7K in total portfolio value
10 years
NRGZ
NRGZ
● Live price
10.16%
Share price
$19.68
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.2K
Annual income
$1,923.96
Full NRGZ 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 — NRGZ vs SPHD

📍 NRGZ 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 PeriodNRGZSPHD
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, NRGZ + SPHD cover 0 of 12 monthsgood coverage

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

NRGZ
Annual income on $10K today (after 15% tax)
$863.82/yr
After 10yr DRIP, annual income (after tax)
$1,635.37/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, NRGZ beats the other by $1,153.10/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

NRGZ: 50%SPHD: 50%
100% SPHD50/50100% NRGZ
Portfolio after 10yr
$32.8K
Annual income
$1,245.66/yr
Blended yield
3.79%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NRGZ buys
0
SPHD buys
0
No recent congressional trades found for NRGZ or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNRGZSPHD
Forward yield10.16%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$39.2K$26.5K
Annual income after 10y$1,923.96$567.37
Total dividends collected$14.7K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNRGZ PortfolioNRGZ Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,716$1,016.26$11,130$430.50+$586.00NRGZ
2$13,649$1,112.78$12,357$447.82+$1.3KNRGZ
3$15,816$1,211.56$13,687$464.65+$2.1KNRGZ
4$18,235$1,312.06$15,126$480.98+$3.1KNRGZ
5$20,926$1,413.79$16,682$496.78+$4.2KNRGZ
6$23,907$1,516.23$18,362$512.03+$5.5KNRGZ
7$27,199$1,618.90$20,174$526.72+$7.0KNRGZ
8$30,824$1,721.36$22,127$540.84+$8.7KNRGZ
9$34,805$1,823.17$24,230$554.39+$10.6KNRGZ
10$39,166$1,923.96$26,493$567.37+$12.7KNRGZ

NRGZ vs SPHD: Complete Analysis 2026

NRGZStock

The investment seeks to reflect a 2x inverse leveraged exposure to the performance of the Solactive MicroSectorsTM U.S. Big Oil Index on a daily basis. The notes are senior unsecured medium-term notes issued by Bank of Montreal with a return linked to a two times leveraged participation in the inverse performance of the index, compounded daily, less a Daily Investor Fee, any negative Daily Interest and, if applicable, the Redemption Fee Amount. The index is an equal-dollar weighted index designed to represent the 10 U.S. listed stocks with the largest market capitalization in the energy/oil sector.

Full NRGZ 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.