HomeCompareSDVGX vs SPHD

SDVGX vs SPHD: Dividend Comparison 2026

SDVGX yields 10.65% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SDVGX wins by $13.9K in total portfolio value
10 years
SDVGX
SDVGX
● Live price
10.65%
Share price
$16.04
Annual div
$1.71
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.4K
Annual income
$2,077.56
Full SDVGX 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 — SDVGX vs SPHD

📍 SDVGX 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 PeriodSDVGXSPHD
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, SDVGX + SPHD cover 0 of 12 monthsgood coverage

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

SDVGX
Annual income on $10K today (after 15% tax)
$905.52/yr
After 10yr DRIP, annual income (after tax)
$1,765.93/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, SDVGX beats the other by $1,280.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SDVGX: 50%SPHD: 50%
100% SPHD50/50100% SDVGX
Portfolio after 10yr
$33.5K
Annual income
$1,324.44/yr
Blended yield
3.95%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SDVGX buys
0
SPHD buys
0
No recent congressional trades found for SDVGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSDVGXSPHD
Forward yield10.65%4.33%
Annual dividend / share$1.71$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.4K$26.5K
Annual income after 10y$2,077.56$571.32
Total dividends collected$15.7K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSDVGX PortfolioSDVGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,765$1,065.32$11,133$432.85+$632.00SDVGX
2$13,760$1,171.38$12,363$450.36+$1.4KSDVGX
3$16,004$1,280.38$13,695$467.39+$2.3KSDVGX
4$18,516$1,391.72$15,138$483.90+$3.4KSDVGX
5$21,317$1,504.83$16,697$499.88+$4.6KSDVGX
6$24,428$1,619.13$18,382$515.31+$6.0KSDVGX
7$27,872$1,734.07$20,198$530.17+$7.7KSDVGX
8$31,672$1,849.11$22,157$544.46+$9.5KSDVGX
9$35,853$1,963.76$24,266$558.18+$11.6KSDVGX
10$40,440$2,077.56$26,536$571.32+$13.9KSDVGX

SDVGX vs SPHD: Complete Analysis 2026

SDVGXStock

The fund seeks to achieve its objectives by investing, under normal market conditions, at least 80% of its net assets in dividend-paying common stocks. It may invest the balance of its assets in preferred stocks, convertible bonds, U.S. Treasury securities, and closed-end investment companies. The fund may invest up to 20% of its net assets in securities of issuers domiciled outside the U.S.

Full SDVGX 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.