HomeCompareSAIFX vs SPHD

SAIFX vs SPHD: Dividend Comparison 2026

SAIFX yields 11.90% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SAIFX wins by $17.3K in total portfolio value
10 years
SAIFX
SAIFX
● Live price
11.90%
Share price
$38.97
Annual div
$4.64
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.8K
Annual income
$2,501.16
Full SAIFX calculator →
SPHD
SPHD
● Live price
4.33%
Share price
$49.34
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$571.32
Full SPHD calculator →

Portfolio growth — SAIFX vs SPHD

📍 SAIFX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSAIFXSPHD
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%.
📅

Dividend Calendar Overlap

Combined, SAIFX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SAIFX
Annual income on $10K today (after 15% tax)
$1,011.46/yr
After 10yr DRIP, annual income (after tax)
$2,125.99/yr
SPHD
Annual income on $10K today (after 15% tax)
$367.92/yr
After 10yr DRIP, annual income (after tax)
$485.62/yr
At 15% tax rate, SAIFX beats the other by $1,640.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SAIFX: 50%SPHD: 50%
100% SPHD50/50100% SAIFX
Portfolio after 10yr
$35.2K
Annual income
$1,536.24/yr
Blended yield
4.37%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SAIFX buys
0
SPHD buys
0
No recent congressional trades found for SAIFX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSAIFXSPHD
Forward yield11.90%4.33%
Annual dividend / share$4.64$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$43.8K$26.5K
Annual income after 10y$2,501.16$571.32
Total dividends collected$18.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSAIFX PortfolioSAIFX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,890$1,189.96$11,133$432.85+$757.00SAIFX
2$14,045$1,322.29$12,363$450.36+$1.7KSAIFX
3$16,487$1,459.73$13,695$467.39+$2.8KSAIFX
4$19,243$1,601.52$15,138$483.90+$4.1KSAIFX
5$22,337$1,746.90$16,697$499.88+$5.6KSAIFX
6$25,796$1,895.12$18,382$515.31+$7.4KSAIFX
7$29,647$2,045.38$20,198$530.17+$9.4KSAIFX
8$33,919$2,196.96$22,157$544.46+$11.8KSAIFX
9$38,642$2,349.11$24,266$558.18+$14.4KSAIFX
10$43,849$2,501.16$26,536$571.32+$17.3KSAIFX

SAIFX vs SPHD: Complete Analysis 2026

SAIFXStock

The fund normally invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, of companies with large market capitalizations.

Full SAIFX 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 →
📬

Get this SAIFX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SAIFX vs SCHDSAIFX vs JEPISAIFX vs OSAIFX vs KOSAIFX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.