HomeCompareSIPIX vs SPHD

SIPIX vs SPHD: Dividend Comparison 2026

SIPIX yields 21.50% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SIPIX wins by $53.5K in total portfolio value
10 years
SIPIX
SIPIX
● Live price
21.50%
Share price
$27.53
Annual div
$5.92
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$80.0K
Annual income
$7,885.84
Full SIPIX 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 — SIPIX vs SPHD

📍 SIPIX 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 PeriodSIPIXSPHD
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, SIPIX + SPHD cover 0 of 12 monthsgood coverage

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

SIPIX
Annual income on $10K today (after 15% tax)
$1,827.64/yr
After 10yr DRIP, annual income (after tax)
$6,702.96/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, SIPIX beats the other by $6,217.34/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

SIPIX: 50%SPHD: 50%
100% SPHD50/50100% SIPIX
Portfolio after 10yr
$53.3K
Annual income
$4,228.58/yr
Blended yield
7.94%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SIPIX buys
0
SPHD buys
0
No recent congressional trades found for SIPIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSIPIXSPHD
Forward yield21.50%4.33%
Annual dividend / share$5.92$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$80.0K$26.5K
Annual income after 10y$7,885.84$571.32
Total dividends collected$47.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSIPIX PortfolioSIPIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,850$2,150.16$11,133$432.85+$1.7KSIPIX
2$16,332$2,582.24$12,363$450.36+$4.0KSIPIX
3$20,542$3,067.19$13,695$467.39+$6.8KSIPIX
4$25,586$3,605.54$15,138$483.90+$10.4KSIPIX
5$31,574$4,196.97$16,697$499.88+$14.9KSIPIX
6$38,624$4,840.38$18,382$515.31+$20.2KSIPIX
7$46,862$5,533.89$20,198$530.17+$26.7KSIPIX
8$56,417$6,274.88$22,157$544.46+$34.3KSIPIX
9$67,427$7,060.13$24,266$558.18+$43.2KSIPIX
10$80,032$7,885.84$26,536$571.32+$53.5KSIPIX

SIPIX vs SPHD: Complete Analysis 2026

SIPIXStock

Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of medium-sized companies. In managing the fund's assets, the Sub-Advisers select stocks of companies that have low price-earnings and price-book ratios, but that also have high sustainable growth levels and the probability of high positive earnings revisions.

Full SIPIX 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.