HomeCompareTEGIX vs SPHD

TEGIX vs SPHD: Dividend Comparison 2026

TEGIX yields 10.88% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TEGIX wins by $14.6K in total portfolio value
10 years
TEGIX
TEGIX
● Live price
10.88%
Share price
$38.99
Annual div
$4.24
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.0K
Annual income
$2,151.07
Full TEGIX 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 — TEGIX vs SPHD

📍 TEGIX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodTEGIXSPHD
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%.
📅

Dividend Calendar Overlap

Combined, TEGIX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TEGIX
Annual income on $10K today (after 15% tax)
$924.81/yr
After 10yr DRIP, annual income (after tax)
$1,828.41/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, TEGIX beats the other by $1,346.15/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TEGIX: 50%SPHD: 50%
100% SPHD50/50100% TEGIX
Portfolio after 10yr
$33.8K
Annual income
$1,359.21/yr
Blended yield
4.03%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TEGIX buys
0
SPHD buys
0
No recent congressional trades found for TEGIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTEGIXSPHD
Forward yield10.88%4.30%
Annual dividend / share$4.24$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$41.0K$26.5K
Annual income after 10y$2,151.07$567.37
Total dividends collected$16.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTEGIX PortfolioTEGIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,788$1,088.01$11,130$430.50+$658.00TEGIX
2$13,812$1,198.65$12,357$447.82+$1.5KTEGIX
3$16,091$1,312.56$13,687$464.65+$2.4KTEGIX
4$18,647$1,429.13$15,126$480.98+$3.5KTEGIX
5$21,500$1,547.76$16,682$496.78+$4.8KTEGIX
6$24,673$1,667.82$18,362$512.03+$6.3KTEGIX
7$28,188$1,788.74$20,174$526.72+$8.0KTEGIX
8$32,071$1,909.93$22,127$540.84+$9.9KTEGIX
9$36,347$2,030.88$24,230$554.39+$12.1KTEGIX
10$41,043$2,151.07$26,493$567.37+$14.6KTEGIX

TEGIX vs SPHD: Complete Analysis 2026

TEGIXStock

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 TEGIX 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 →
📬

Get this TEGIX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

TEGIX vs SCHDTEGIX vs JEPITEGIX vs OTEGIX vs KOTEGIX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.