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SPIIX vs SPHD: Dividend Comparison 2026

SPIIX yields 8.82% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPIIX wins by $9.3K in total portfolio value
10 years
SPIIX
SPIIX
● Live price
8.82%
Share price
$98.06
Annual div
$8.65
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.9K
Annual income
$1,539.47
Full SPIIX 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 — SPIIX vs SPHD

📍 SPIIX 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 PeriodSPIIXSPHD
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, SPIIX + SPHD cover 0 of 12 monthsgood coverage

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

SPIIX
Annual income on $10K today (after 15% tax)
$749.92/yr
After 10yr DRIP, annual income (after tax)
$1,308.55/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, SPIIX beats the other by $822.93/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 SPIIX + SPHD for your $10,000?

SPIIX: 50%SPHD: 50%
100% SPHD50/50100% SPIIX
Portfolio after 10yr
$31.2K
Annual income
$1,055.39/yr
Blended yield
3.38%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPIIX buys
0
SPHD buys
0
No recent congressional trades found for SPIIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPIIXSPHD
Forward yield8.82%4.33%
Annual dividend / share$8.65$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.9K$26.5K
Annual income after 10y$1,539.47$571.32
Total dividends collected$12.1K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSPIIX PortfolioSPIIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,582$882.26$11,133$432.85+$449.00SPIIX
2$13,348$955.00$12,363$450.36+$985.00SPIIX
3$15,311$1,028.59$13,695$467.39+$1.6KSPIIX
4$17,485$1,102.67$15,138$483.90+$2.3KSPIIX
5$19,886$1,176.89$16,697$499.88+$3.2KSPIIX
6$22,529$1,250.92$18,382$515.31+$4.1KSPIIX
7$25,431$1,324.46$20,198$530.17+$5.2KSPIIX
8$28,608$1,397.23$22,157$544.46+$6.5KSPIIX
9$32,080$1,468.97$24,266$558.18+$7.8KSPIIX
10$35,865$1,539.47$26,536$571.32+$9.3KSPIIX

SPIIX vs SPHD: Complete Analysis 2026

SPIIXStock

The investment seeks investment results that correspond to the aggregate price and dividend performance of the securities in the S&P 500 Index. The fund invests substantially all of its assets (at least 80%) in securities listed in the S&P 500 Index, which is composed of approximately 500 leading U.S. publicly traded companies from a broad range of industries (mostly common stocks). The manager expects the fund's investment result to correspond to the aggregate price and dividend performance of the S&P 500 Index before the fees and expenses of the fund. The fund generally gives the same weight to a given stock as the S&P 500 Index does.

Full SPIIX 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.