HomeCompareSPHD vs SPGI

SPHD vs SPGI: Dividend Comparison 2026

SPHD yields 4.33% · SPGI yields 0.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SPGI wins by $9.7K in total portfolio value· pulled ahead in Year 7
10 years
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 →
SPGI
SPGI
● Live price
0.92%
Share price
$417.59
Annual div
$3.85
5Y div CAGR
43.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.3K
Annual income
$5,331.63
Full SPGI calculator →

Portfolio growth — SPHD vs SPGI

📍 SPGI pulled ahead of the other in Year 7

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 PeriodSPHDSPGI
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, SPHD + SPGI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SPHD pays
SPGI pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SPHD
Annual income on $10K today (after 15% tax)
$367.92/yr
After 10yr DRIP, annual income (after tax)
$485.62/yr
SPGI
Annual income on $10K today (after 15% tax)
$78.37/yr
After 10yr DRIP, annual income (after tax)
$4,531.89/yr
At 15% tax rate, SPGI beats the other by $4,046.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPHD: 50%SPGI: 50%
100% SPGI50/50100% SPHD
Portfolio after 10yr
$31.4K
Annual income
$2,951.48/yr
Blended yield
9.40%
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Analyst Conviction Gap

Where Wall Street is most bullish on SPGI right now

SPHD
No analyst data
SPGI
Analyst Ratings
24
Buy
4
Hold
Consensus: Buy
Price Target
$547.30
+31.1% upside vs current
Range: $482.00 — $627.00
Altman Z
4.1
Piotroski
7/9
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)

SPHD buys
0
SPGI buys
11
PoliticianChamberTickerTypeAmountDate
Richard W. Allen🏢 House$SPGI▲ Buy$15,001 - $50,0002026-01-14
Ro Khanna🏢 House$SPGI▼ Sell$15,001 - $50,0002025-10-07
Ro Khanna🏢 House$SPGI▼ Sell$15,001 - $50,0002025-09-29
Ro Khanna🏢 House$SPGI▲ Buy$1,001 - $15,0002025-08-26
Dan Newhouse🏢 House$SPGI▲ Buy$1,001 - $15,0002025-08-18
Ro Khanna🏢 House$SPGI▲ Buy$1,001 - $15,0002025-07-25
Rob Bresnahan🏢 House$SPGI▲ Buy$15,001 - $50,0002025-04-08
Daniel Goldman🏢 House$SPGI▼ Sell$15,001 - $50,0002025-02-11
Valerie Hoyle🏢 House$SPGI▲ Buy$1,001 - $15,0002024-10-29
Shelley Moore Capito🏛 Senate$SPGI▼ Sell$1,001 - $15,0002024-04-09
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPHDSPGI
Forward yield4.33%0.92%
Annual dividend / share$2.14$3.85
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%43.4%
Portfolio after 10y$26.5K$36.3K
Annual income after 10y$571.32$5,331.63
Total dividends collected$5.1K$14.6K
Payment frequencyquarterlyquarterly
SectorETFFinancials

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

YearSPHD PortfolioSPHD Income/yrSPGI PortfolioSPGI Income/yrGap
1$11,133$432.85$10,832$132.21+$301.00SPHD
2$12,363$450.36$11,782$191.93+$581.00SPHD
3$13,695$467.39$12,887$279.78+$808.00SPHD
4$15,138$483.90$14,199$410.12+$939.00SPHD
5$16,697$499.88$15,799$605.60+$898.00SPHD
6$18,382$515.31$17,808$903.04+$574.00SPHD
7← crossover$20,198$530.17$20,418$1,364.14$220.00SPGI
8$22,157$544.46$23,944$2,096.22$1.8KSPGI
9$24,266$558.18$28,914$3,294.40$4.6KSPGI
10$26,536$571.32$36,270$5,331.63$9.7KSPGI

SPHD vs SPGI: Complete Analysis 2026

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 →

SPGIFinancials

S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. It operates in six divisions: S&P Global Ratings, S&P Dow Jones Indices, S&P Global Commodity Insights, S&P Global Market Intelligence, S&P Global Mobility, and S&P Global Engineering Solutions. The S&P Global Ratings division operates as an independent provider of credit ratings, research, and analytics, offering investors and other market participants information, ratings, and benchmarks. The S&P Dow Jones Indices division is an index provider that maintains various valuation and index benchmarks for investment advisors, wealth managers, and institutional investors. The S&P Global Commodity Insights division offers data and insights for global energy and commodity markets and enable its customers to make decisions. The S&P Global Market Intelligence division delivers data and technology solutions for customers to provide insights for making decisions. It offers data and services that bring end-to-end workflow solutions, including capital formation, data and distribution, ESG and sustainability, leveraged loans, private markets, sector coverage, supply chain, and issuer solutions, as well as credit, risk, and regulatory solutions. The S&P Global Mobility division provides insights derived from unmatched automotive data, enabling its customers to anticipate change and make decisions. The S&P Global Engineering Solutions division offers engineering expertise and solutions in industries, such as aerospace and defense, energy, architecture, construction, and transportation. Its solutions empower business and technical leaders to transform workflows and make decisions. S&P Global Inc. was founded in 1860 and is headquartered in New York, New York.

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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.