HomeCompareRRMGX vs SPHD

RRMGX vs SPHD: Dividend Comparison 2026

RRMGX yields 7.63% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 RRMGX wins by $6.6K in total portfolio value
10 years
RRMGX
RRMGX
● Live price
7.63%
Share price
$80.96
Annual div
$6.18
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.1K
Annual income
$1,236.84
Full RRMGX 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 — RRMGX vs SPHD

📍 RRMGX 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 PeriodRRMGXSPHD
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, RRMGX + SPHD cover 0 of 12 monthsgood coverage

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

RRMGX
Annual income on $10K today (after 15% tax)
$648.36/yr
After 10yr DRIP, annual income (after tax)
$1,051.31/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, RRMGX beats the other by $569.05/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RRMGX: 50%SPHD: 50%
100% SPHD50/50100% RRMGX
Portfolio after 10yr
$29.8K
Annual income
$902.10/yr
Blended yield
3.03%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RRMGX buys
0
SPHD buys
0
No recent congressional trades found for RRMGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRRMGXSPHD
Forward yield7.63%4.30%
Annual dividend / share$6.18$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.1K$26.5K
Annual income after 10y$1,236.84$567.37
Total dividends collected$10.0K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearRRMGX PortfolioRRMGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,463$762.77$11,130$430.50+$333.00RRMGX
2$13,082$817.15$12,357$447.82+$725.00RRMGX
3$14,870$871.59$13,687$464.65+$1.2KRRMGX
4$16,836$925.86$15,126$480.98+$1.7KRRMGX
5$18,995$979.74$16,682$496.78+$2.3KRRMGX
6$21,357$1,033.02$18,362$512.03+$3.0KRRMGX
7$23,938$1,085.52$20,174$526.72+$3.8KRRMGX
8$26,751$1,137.09$22,127$540.84+$4.6KRRMGX
9$29,811$1,187.57$24,230$554.39+$5.6KRRMGX
10$33,134$1,236.84$26,493$567.37+$6.6KRRMGX

RRMGX vs SPHD: Complete Analysis 2026

RRMGXStock

The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in a diversified portfolio of common stocks of mid-cap companies whose earnings T. Rowe Price expects to grow at a faster rate than the average company. The advisor defines mid-cap companies as those whose market capitalization falls within the range of either the S&P MidCap 400® Index or the Russell Midcap® Growth Index.

Full RRMGX 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.