HomeCompareTAXR vs SPHD

TAXR vs SPHD: Dividend Comparison 2026

TAXR yields 9.20% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TAXR wins by $10.3K in total portfolio value
10 years
TAXR
TAXR
● Live price
9.20%
Share price
$21.73
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.8K
Annual income
$1,643.83
Full TAXR 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 — TAXR vs SPHD

📍 TAXR 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 PeriodTAXRSPHD
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, TAXR + SPHD cover 0 of 12 monthsgood coverage

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

TAXR
Annual income on $10K today (after 15% tax)
$782.33/yr
After 10yr DRIP, annual income (after tax)
$1,397.26/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, TAXR beats the other by $914.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TAXR: 50%SPHD: 50%
100% SPHD50/50100% TAXR
Portfolio after 10yr
$31.6K
Annual income
$1,105.59/yr
Blended yield
3.49%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TAXR buys
0
SPHD buys
0
No recent congressional trades found for TAXR or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTAXRSPHD
Forward yield9.20%4.30%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.8K$26.5K
Annual income after 10y$1,643.83$567.37
Total dividends collected$12.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTAXR PortfolioTAXR Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,620$920.39$11,130$430.50+$490.00TAXR
2$13,433$999.56$12,357$447.82+$1.1KTAXR
3$15,454$1,079.91$13,687$464.65+$1.8KTAXR
4$17,696$1,161.04$15,126$480.98+$2.6KTAXR
5$20,178$1,242.57$16,682$496.78+$3.5KTAXR
6$22,914$1,324.11$18,362$512.03+$4.6KTAXR
7$25,924$1,405.32$20,174$526.72+$5.8KTAXR
8$29,224$1,485.86$22,127$540.84+$7.1KTAXR
9$32,835$1,565.46$24,230$554.39+$8.6KTAXR
10$36,778$1,643.83$26,493$567.37+$10.3KTAXR

TAXR vs SPHD: Complete Analysis 2026

TAXRStock

TAXR is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in TAXR shares.

Full TAXR 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.