HomeCompareTGFNX vs SPHD

TGFNX vs SPHD: Dividend Comparison 2026

TGFNX yields 4.35% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TGFNX wins by $83.00 in total portfolio value
10 years
TGFNX
TGFNX
● Live price
4.35%
Share price
$9.64
Annual div
$0.42
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.6K
Annual income
$575.04
Full TGFNX 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 — TGFNX vs SPHD

📍 TGFNX 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 PeriodTGFNXSPHD
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, TGFNX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TGFNX
Annual income on $10K today (after 15% tax)
$369.80/yr
After 10yr DRIP, annual income (after tax)
$488.78/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, TGFNX beats the other by $6.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TGFNX: 50%SPHD: 50%
100% SPHD50/50100% TGFNX
Portfolio after 10yr
$26.5K
Annual income
$571.20/yr
Blended yield
2.15%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TGFNX buys
0
SPHD buys
0
No recent congressional trades found for TGFNX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTGFNXSPHD
Forward yield4.35%4.30%
Annual dividend / share$0.42$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.6K$26.5K
Annual income after 10y$575.04$567.37
Total dividends collected$5.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTGFNX PortfolioTGFNX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,135$435.06$11,130$430.50+$5.00TGFNX
2$12,367$452.75$12,357$447.82+$10.00TGFNX
3$13,703$469.96$13,687$464.65+$16.00TGFNX
4$15,149$486.65$15,126$480.98+$23.00TGFNX
5$16,712$502.80$16,682$496.78+$30.00TGFNX
6$18,400$518.40$18,362$512.03+$38.00TGFNX
7$20,222$533.42$20,174$526.72+$48.00TGFNX
8$22,185$547.88$22,127$540.84+$58.00TGFNX
9$24,300$561.75$24,230$554.39+$70.00TGFNX
10$26,576$575.04$26,493$567.37+$83.00TGFNX

TGFNX vs SPHD: Complete Analysis 2026

TGFNXStock

The investment seeks to maximize current income and achieve above average total return consistent with prudent investment management over a full market cycle. Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in debt securities. It may invest up to 5% of its net assets in below investment grade bonds (commonly known as "junk bonds").

Full TGFNX 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 TGFNX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

TGFNX vs SCHDTGFNX vs JEPITGFNX vs OTGFNX vs KOTGFNX 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.