HomeCompareSGGEF vs SPHD

SGGEF vs SPHD: Dividend Comparison 2026

SGGEF yields 2.77% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SGGEF wins by $11.5K in total portfolio value· pulled ahead in Year 4
10 years
SGGEF
SGGEF
● Live price
2.77%
Share price
$10.60
Annual div
$0.29
5Y div CAGR
24.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.0K
Annual income
$4,134.89
Full SGGEF 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 — SGGEF vs SPHD

📍 SGGEF pulled ahead of the other in Year 4

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 PeriodSGGEFSPHD
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, SGGEF + SPHD cover 0 of 12 monthsgood coverage

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

SGGEF
Annual income on $10K today (after 15% tax)
$235.56/yr
After 10yr DRIP, annual income (after tax)
$3,514.66/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, SGGEF beats the other by $3,029.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGGEF: 50%SPHD: 50%
100% SPHD50/50100% SGGEF
Portfolio after 10yr
$32.3K
Annual income
$2,353.10/yr
Blended yield
7.29%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SGGEF right now

SGGEF
Analyst Ratings
1
Buy
1
Hold
Consensus: Buy
Altman Z
3.8
Piotroski
7/9
SPHD
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGGEF buys
0
SPHD buys
0
No recent congressional trades found for SGGEF or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGGEFSPHD
Forward yield2.77%4.33%
Annual dividend / share$0.29$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR24.1%0%
Portfolio after 10y$38.0K$26.5K
Annual income after 10y$4,134.89$571.32
Total dividends collected$15.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSGGEF PortfolioSGGEF Income/yrSPHD PortfolioSPHD Income/yrGap
1$11,044$343.92$11,133$432.85$89.00SPHD
2$12,258$440.52$12,363$450.36$105.00SPHD
3$13,683$567.07$13,695$467.39$12.00SPHD
4← crossover$15,375$734.16$15,138$483.90+$237.00SGGEF
5$17,408$956.78$16,697$499.88+$711.00SGGEF
6$19,883$1,256.43$18,382$515.31+$1.5KSGGEF
7$22,939$1,664.40$20,198$530.17+$2.7KSGGEF
8$26,772$2,227.12$22,157$544.46+$4.6KSGGEF
9$31,660$3,014.64$24,266$558.18+$7.4KSGGEF
10$38,011$4,134.89$26,536$571.32+$11.5KSGGEF

SGGEF vs SPHD: Complete Analysis 2026

SGGEFStock

The Sage Group plc, together with its subsidiaries, provides technology solutions and services for small and medium businesses in North America, Northern Europe, and internationally. It offers cloud native solutions, such as Sage Intacct, a cloud accounting software products and financial management software; Sage People, a HR and people management solution; Sage 200, a finance and business management solution; Sage X3, a business management solution; Sage Accounting, a solution for small businesses, accountants, and bookkeepers to manage customer data, accounts, and people; Sage Payroll for small businesses manage their payroll; and Sage HR for small and mid-sized businesses for record management, leave management, staff scheduling, and expenses services. The company also provides Sage 50cloud and Sage 200cloud that provides a range of cloud connected accounting solutions. The company was founded in 1981 and is based in Newcastle upon Tyne, the United Kingdom.

Full SGGEF 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.