Is TEGAX or SPHD a better dividend investment in 2026?

TEGAX currently yields 11.67% with a 5% 5-year dividend growth rate. SPHD yields 4.00% with 5% growth. The better choice depends on your goal: TEGAX offers higher current income.

What is the dividend yield difference between TEGAX and SPHD?

TEGAX has a forward dividend yield of 11.67% ($4.24/share annually). SPHD yields 4.00% ($2.00/share annually). The yield gap is 7.67 percentage points.

Home › Compare › TEGAX vs SPHD

TEGAX vs SPHD: Dividend Comparison 2026

TEGAX yields 11.67% · SPHD yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 TEGAX wins by $15.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

TEGAX

● Live price

11.67%

Share price

$36.36

Annual div

$4.24

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$43.2K

Annual income

$2,418.40

Full TEGAX calculator →

SPHD

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full SPHD calculator →

Portfolio growth — TEGAX vs SPHD

📍 TEGAX 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 Period	TEGAX	SPHD
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, TEGAX + SPHD cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

TEGAX 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.

TEGAX

Annual income on $10K today (after 15% tax)

$991.71/yr

After 10yr DRIP, annual income (after tax)

$2,055.64/yr

SPHD

Annual income on $10K today (after 15% tax)

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, TEGAX beats the other by $1,291.33/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 TEGAX + SPHD for your $10,000?

TEGAX: 50%SPHD: 50%

100% SPHD50/50100% TEGAX

Portfolio after 10yr

$35.6K

Annual income

$1,658.80/yr

Blended yield

4.66%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TEGAX buys

SPHD buys

No recent congressional trades found for TEGAX or SPHD in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricTEGAXSPHD

Forward yield	11.67% ✓	4.00%
Annual dividend / share	$4.24 ✓	$2.00
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$43.2K ✓	$28.0K
Annual income after 10y	$2,418.40 ✓	$899.19
Total dividends collected	$17.8K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	TEGAX Portfolio	TEGAX Income/yr	SPHD Portfolio	SPHD Income/yr	Gap
1← crossover	$11,867	$1,166.71	$11,120	$420.00	+$747.00 → TEGAX
2	$13,991	$1,293.93	$12,357	$458.31	+$1.6K → TEGAX
3	$16,396	$1,425.79	$13,721	$499.76	+$2.7K → TEGAX
4	$19,106	$1,561.58	$15,227	$544.58	+$3.9K → TEGAX
5	$22,144	$1,700.57	$16,885	$593.02	+$5.3K → TEGAX
6	$25,536	$1,842.03	$18,713	$645.34	+$6.8K → TEGAX
7	$29,309	$1,985.24	$20,724	$701.81	+$8.6K → TEGAX
8	$33,490	$2,129.48	$22,938	$762.73	+$10.6K → TEGAX
9	$38,108	$2,274.08	$25,372	$828.41	+$12.7K → TEGAX
10	$43,194	$2,418.40	$28,047	$899.19	+$15.1K → TEGAX

TEGAX vs SPHD: Complete Analysis 2026

TEGAX — Stock

The investment seeks to increase the value of fund shares as a primary goal and to earn income as a secondary goal. Under normal circumstances, the fund will invest at least 80% of its assets in common stocks of mid-cap U.S. companies. A mid-cap company is defined as a company, at the time of purchase, which has a market capitalization between $1.5 billion and $12 billion or falls within the range of market capitalizations represented in the Russell Midcap® Index. The size of the companies in the Russell Midcap® Index will change with market conditions.

Full TEGAX Calculator →

SPHD — ETF

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

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.