HomeCompareNUGY vs SPHD

NUGY vs SPHD: Dividend Comparison 2026

NUGY yields 45.60% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NUGY wins by $286.7K in total portfolio value
10 years
NUGY
NUGY
● Live price
45.60%
Share price
$17.90
Annual div
$8.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$313.2K
Annual income
$58,935.72
Full NUGY 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 — NUGY vs SPHD

📍 NUGY 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 PeriodNUGYSPHD
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, NUGY + SPHD cover 0 of 12 monthsgood coverage

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

NUGY
Annual income on $10K today (after 15% tax)
$3,876.21/yr
After 10yr DRIP, annual income (after tax)
$50,095.36/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, NUGY beats the other by $49,613.10/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 NUGY + SPHD for your $10,000?

NUGY: 50%SPHD: 50%
100% SPHD50/50100% NUGY
Portfolio after 10yr
$169.8K
Annual income
$29,751.54/yr
Blended yield
17.52%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NUGY buys
0
SPHD buys
0
No recent congressional trades found for NUGY or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNUGYSPHD
Forward yield45.60%4.30%
Annual dividend / share$8.16$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$313.2K$26.5K
Annual income after 10y$58,935.72$567.37
Total dividends collected$244.3K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNUGY PortfolioNUGY Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$15,260$4,560.24$11,130$430.50+$4.1KNUGY
2$22,832$6,503.78$12,357$447.82+$10.5KNUGY
3$33,525$9,094.29$13,687$464.65+$19.8KNUGY
4$48,351$12,479.66$15,126$480.98+$33.2KNUGY
5$68,557$16,821.31$16,682$496.78+$51.9KNUGY
6$95,647$22,290.58$18,362$512.03+$77.3KNUGY
7$131,406$29,063.98$20,174$526.72+$111.2KNUGY
8$177,922$37,317.83$22,127$540.84+$155.8KNUGY
9$237,599$47,222.36$24,230$554.39+$213.4KNUGY
10$313,167$58,935.72$26,493$567.37+$286.7KNUGY

NUGY vs SPHD: Complete Analysis 2026

NUGYStock

The Fund’s primary investment objective is to achieve 2 times (200%) the income generated from selling options on Arca Gold Miners Index. ( GDM) (the “Underlying Stock”) by selling options on leveraged exchange-traded funds designed to deliver 2 times (200%) the daily performance of the Underlying Stock (the “Underlying Leveraged ETF”). The Fund’s secondary investment objective is to gain exposure to the performance of the Underlying Leveraged ETF, subject to a cap on potential investment gains. A downside protection may be implemented which could affect the net income level.

Full NUGY 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.