HomeCompareNWQCX vs SPHD

NWQCX vs SPHD: Dividend Comparison 2026

NWQCX yields 3.82% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $869.00 in total portfolio value
10 years
NWQCX
NWQCX
● Live price
3.82%
Share price
$19.55
Annual div
$0.75
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.6K
Annual income
$487.59
Full NWQCX 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 — NWQCX vs SPHD

📍 SPHD 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 PeriodNWQCXSPHD
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, NWQCX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
NWQCX pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

NWQCX
Annual income on $10K today (after 15% tax)
$324.35/yr
After 10yr DRIP, annual income (after tax)
$414.45/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, SPHD beats the other by $67.81/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NWQCX: 50%SPHD: 50%
100% SPHD50/50100% NWQCX
Portfolio after 10yr
$26.1K
Annual income
$527.48/yr
Blended yield
2.02%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NWQCX buys
0
SPHD buys
0
No recent congressional trades found for NWQCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNWQCXSPHD
Forward yield3.82%4.30%
Annual dividend / share$0.75$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.6K$26.5K
Annual income after 10y$487.59$567.37
Total dividends collected$4.4K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNWQCX PortfolioNWQCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,082$381.59$11,130$430.50$48.00SPHD
2$12,252$395.19$12,357$447.82$105.00SPHD
3$13,519$408.37$13,687$464.65$168.00SPHD
4$14,886$421.09$15,126$480.98$240.00SPHD
5$16,361$433.34$16,682$496.78$321.00SPHD
6$17,952$445.13$18,362$512.03$410.00SPHD
7$19,665$456.45$20,174$526.72$509.00SPHD
8$21,509$467.30$22,127$540.84$618.00SPHD
9$23,492$477.68$24,230$554.39$738.00SPHD
10$25,624$487.59$26,493$567.37$869.00SPHD

NWQCX vs SPHD: Complete Analysis 2026

NWQCXStock

The investment seeks to provide current income and capital appreciation. The fund invests at least 80% of its net assets in income producing securities. It invests at least 65% of its net assets in preferred and debt securities. It may invest without limit in below-investment-grade securities, commonly referred to as "high yield" securities or "junk" bonds. The fund may invest up to 50% of its net assets in dollar-denominated securities issued by non-U.S. companies.

Full NWQCX 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.