HomeCompareSGTTX vs SPHD

SGTTX vs SPHD: Dividend Comparison 2026

SGTTX yields 7.81% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SGTTX wins by $7.0K in total portfolio value
10 years
SGTTX
SGTTX
● Live price
7.81%
Share price
$100.89
Annual div
$7.88
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.5K
Annual income
$1,280.63
Full SGTTX 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 — SGTTX vs SPHD

📍 SGTTX 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 PeriodSGTTXSPHD
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, SGTTX + SPHD cover 0 of 12 monthsgood coverage

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

SGTTX
Annual income on $10K today (after 15% tax)
$663.83/yr
After 10yr DRIP, annual income (after tax)
$1,088.54/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, SGTTX beats the other by $606.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGTTX: 50%SPHD: 50%
100% SPHD50/50100% SGTTX
Portfolio after 10yr
$30.0K
Annual income
$923.99/yr
Blended yield
3.08%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGTTX buys
0
SPHD buys
0
No recent congressional trades found for SGTTX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGTTXSPHD
Forward yield7.81%4.30%
Annual dividend / share$7.88$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.5K$26.5K
Annual income after 10y$1,280.63$567.37
Total dividends collected$10.3K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSGTTX PortfolioSGTTX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,481$780.97$11,130$430.50+$351.00SGTTX
2$13,123$837.97$12,357$447.82+$766.00SGTTX
3$14,936$895.13$13,687$464.65+$1.2KSGTTX
4$16,934$952.20$15,126$480.98+$1.8KSGTTX
5$19,128$1,008.93$16,682$496.78+$2.4KSGTTX
6$21,532$1,065.11$18,362$512.03+$3.2KSGTTX
7$24,160$1,120.54$20,174$526.72+$4.0KSGTTX
8$27,027$1,175.04$22,127$540.84+$4.9KSGTTX
9$30,147$1,228.44$24,230$554.39+$5.9KSGTTX
10$33,538$1,280.63$26,493$567.37+$7.0KSGTTX

SGTTX vs SPHD: Complete Analysis 2026

SGTTXStock

The investment seeks long-term capital appreciation. The fund generally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of U.S. and non-U.S. companies with business operations in technology and technology-related industries. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. exchanges or have been formed under the laws of non-U.S. countries. The fund is non-diversified.

Full SGTTX 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.