HomeCompareNWFFX vs SPHD

NWFFX vs SPHD: Dividend Comparison 2026

NWFFX yields 5.84% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NWFFX wins by $2.9K in total portfolio value
10 years
NWFFX
NWFFX
● Live price
5.84%
Share price
$91.11
Annual div
$5.32
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.4K
Annual income
$847.71
Full NWFFX 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 — NWFFX vs SPHD

📍 NWFFX 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 PeriodNWFFXSPHD
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, NWFFX + SPHD cover 0 of 12 monthsgood coverage

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

NWFFX
Annual income on $10K today (after 15% tax)
$496.47/yr
After 10yr DRIP, annual income (after tax)
$720.55/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, NWFFX beats the other by $238.29/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NWFFX: 50%SPHD: 50%
100% SPHD50/50100% NWFFX
Portfolio after 10yr
$27.9K
Annual income
$707.54/yr
Blended yield
2.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NWFFX buys
0
SPHD buys
0
No recent congressional trades found for NWFFX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNWFFXSPHD
Forward yield5.84%4.30%
Annual dividend / share$5.32$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.4K$26.5K
Annual income after 10y$847.71$567.37
Total dividends collected$7.2K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNWFFX PortfolioNWFFX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,284$584.09$11,130$430.50+$154.00NWFFX
2$12,690$615.97$12,357$447.82+$333.00NWFFX
3$14,226$647.39$13,687$464.65+$539.00NWFFX
4$15,900$678.26$15,126$480.98+$774.00NWFFX
5$17,721$708.48$16,682$496.78+$1.0KNWFFX
6$19,700$737.99$18,362$512.03+$1.3KNWFFX
7$21,845$766.71$20,174$526.72+$1.7KNWFFX
8$24,169$794.60$22,127$540.84+$2.0KNWFFX
9$26,683$821.61$24,230$554.39+$2.5KNWFFX
10$29,398$847.71$26,493$567.37+$2.9KNWFFX

NWFFX vs SPHD: Complete Analysis 2026

NWFFXStock

The investment seeks long-term capital appreciation. 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 NWFFX 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.