HomeCompareSGPIX vs SPHD

SGPIX vs SPHD: Dividend Comparison 2026

SGPIX yields 0.18% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $6.6K in total portfolio value
10 years
SGPIX
SGPIX
● Live price
0.18%
Share price
$116.06
Annual div
$0.21
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.9K
Annual income
$17.90
Full SGPIX 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 — SGPIX vs SPHD

📍 SPHD 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 PeriodSGPIXSPHD
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, SGPIX + SPHD cover 0 of 12 monthsgood coverage

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

SGPIX
Annual income on $10K today (after 15% tax)
$15.04/yr
After 10yr DRIP, annual income (after tax)
$15.21/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, SPHD beats the other by $467.05/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGPIX: 50%SPHD: 50%
100% SPHD50/50100% SGPIX
Portfolio after 10yr
$23.2K
Annual income
$292.63/yr
Blended yield
1.26%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGPIX buys
0
SPHD buys
0
No recent congressional trades found for SGPIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGPIXSPHD
Forward yield0.18%4.30%
Annual dividend / share$0.21$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$19.9K$26.5K
Annual income after 10y$17.90$567.37
Total dividends collected$178.00$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSGPIX PortfolioSGPIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,718$17.69$11,130$430.50$412.00SPHD
2$11,486$17.72$12,357$447.82$871.00SPHD
3$12,307$17.75$13,687$464.65$1.4KSPHD
4$13,187$17.78$15,126$480.98$1.9KSPHD
5$14,128$17.80$16,682$496.78$2.6KSPHD
6$15,134$17.82$18,362$512.03$3.2KSPHD
7$16,212$17.84$20,174$526.72$4.0KSPHD
8$17,364$17.86$22,127$540.84$4.8KSPHD
9$18,598$17.88$24,230$554.39$5.6KSPHD
10$19,917$17.90$26,493$567.37$6.6KSPHD

SGPIX vs SPHD: Complete Analysis 2026

SGPIXStock

The investment seeks investment results, before fees and expenses, that track the performance of the S&P SmallCap 600® Growth Index. The fund invests in financial instruments that ProFund Advisors believes, in combination, should track the performance of the index. The index is designed to provide a comprehensive measure of small-cap U.S. equity growth performance. It is an unmanaged float-adjusted, market capitalization-weighted index comprising of stocks from the S&P SmallCap 600 that have been identified as being on the growth end of the growth-value spectrum as determined by S&P Dow Jones Indices LLC.

Full SGPIX 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.