HomeCompareSDGA vs SPHD

SDGA vs SPHD: Dividend Comparison 2026

SDGA yields 8.88% · SPHD yields 4.00%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SDGA wins by $8.0K in total portfolio value
10 years
SDGA
SDGA
● Live price
8.88%
Share price
$22.52
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.0K
Annual income
$1,555.21
Full SDGA calculator →
SPHD
SPHD
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full SPHD calculator →

Portfolio growth — SDGA vs SPHD

📍 SDGA 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 PeriodSDGASPHD
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, SDGA + SPHD cover 0 of 12 monthsgood coverage

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

SDGA
Annual income on $10K today (after 15% tax)
$754.88/yr
After 10yr DRIP, annual income (after tax)
$1,321.93/yr
SPHD
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, SDGA beats the other by $557.62/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SDGA: 50%SPHD: 50%
100% SPHD50/50100% SDGA
Portfolio after 10yr
$32.0K
Annual income
$1,227.20/yr
Blended yield
3.83%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SDGA buys
0
SPHD buys
0
No recent congressional trades found for SDGA or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSDGASPHD
Forward yield8.88%4.00%
Annual dividend / share$2.00$2.00
Payout ratio50%50%
1-year div growth0%5%
5-year div CAGR0%5%
Portfolio after 10y$36.0K$28.0K
Annual income after 10y$1,555.21$899.19
Total dividends collected$12.2K$6.4K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSDGA PortfolioSDGA Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,588$888.10$11,120$420.00+$468.00SDGA
2$13,361$961.81$12,357$458.31+$1.0KSDGA
3$15,333$1,036.42$13,721$499.76+$1.6KSDGA
4$17,518$1,111.56$15,227$544.58+$2.3KSDGA
5$19,931$1,186.87$16,885$593.02+$3.0KSDGA
6$22,588$1,262.02$18,713$645.34+$3.9KSDGA
7$25,506$1,336.70$20,724$701.81+$4.8KSDGA
8$28,702$1,410.63$22,938$762.73+$5.8KSDGA
9$32,194$1,483.54$25,372$828.41+$6.8KSDGA
10$36,003$1,555.21$28,047$899.19+$8.0KSDGA

SDGA vs SPHD: Complete Analysis 2026

SDGAStock

The fund will, under normal circumstances, invest at least 80% of its total assets plus any borrowings for investment purposes in component securities of the underlying index. The underlying index is constructed using a rules based methodology to select companies with specific characteristics from the Morningstar Global Markets Large-Mid Index (parent index). The fund is non-diversified.

Full SDGA Calculator →

SPHDETF

SPHD is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SPHD shares.

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.