HomeCompareSGISX vs SPHD

SGISX vs SPHD: Dividend Comparison 2026

SGISX yields 6.45% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SGISX wins by $4.1K in total portfolio value
10 years
SGISX
SGISX
● Live price
6.45%
Share price
$37.11
Annual div
$2.39
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.6K
Annual income
$971.51
Full SGISX 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 — SGISX vs SPHD

📍 SGISX 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 PeriodSGISXSPHD
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, SGISX + SPHD cover 0 of 12 monthsgood coverage

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

SGISX
Annual income on $10K today (after 15% tax)
$547.92/yr
After 10yr DRIP, annual income (after tax)
$825.78/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, SGISX beats the other by $343.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGISX: 50%SPHD: 50%
100% SPHD50/50100% SGISX
Portfolio after 10yr
$28.6K
Annual income
$769.43/yr
Blended yield
2.69%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGISX buys
0
SPHD buys
0
No recent congressional trades found for SGISX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGISXSPHD
Forward yield6.45%4.30%
Annual dividend / share$2.39$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.6K$26.5K
Annual income after 10y$971.51$567.37
Total dividends collected$8.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSGISX PortfolioSGISX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,345$644.61$11,130$430.50+$215.00SGISX
2$12,822$683.44$12,357$447.82+$465.00SGISX
3$14,442$721.92$13,687$464.65+$755.00SGISX
4$16,212$759.91$15,126$480.98+$1.1KSGISX
5$18,145$797.28$16,682$496.78+$1.5KSGISX
6$20,249$833.92$18,362$512.03+$1.9KSGISX
7$22,536$869.74$20,174$526.72+$2.4KSGISX
8$25,018$904.66$22,127$540.84+$2.9KSGISX
9$27,708$938.60$24,230$554.39+$3.5KSGISX
10$30,619$971.51$26,493$567.37+$4.1KSGISX

SGISX vs SPHD: Complete Analysis 2026

SGISXStock

The fund invests in U.S. and non-U.S. dividend-paying stocks that have demonstrated above-median yield and a positive trend in dividend payouts and favorable earnings growth. It invests primarily in common stocks of companies that represent a broad spectrum of the global economy and a range of market capitalizations, including large-cap, mid-cap and small-cap. The fund will generally seek to have 30% to 50% of its net assets, and, under normal market conditions, no less than 30% of its net assets, invested in securities of non-U.S. issuers.

Full SGISX 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.