HomeCompareTLGAX vs SPHD

TLGAX vs SPHD: Dividend Comparison 2026

TLGAX yields 12.58% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TLGAX wins by $19.3K in total portfolio value
10 years
TLGAX
TLGAX
● Live price
12.58%
Share price
$12.70
Annual div
$1.60
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,755.46
Full TLGAX 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 — TLGAX vs SPHD

📍 TLGAX 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 PeriodTLGAXSPHD
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, TLGAX + SPHD cover 0 of 12 monthsgood coverage

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

TLGAX
Annual income on $10K today (after 15% tax)
$1,069.66/yr
After 10yr DRIP, annual income (after tax)
$2,342.14/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, TLGAX beats the other by $1,859.88/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TLGAX: 50%SPHD: 50%
100% SPHD50/50100% TLGAX
Portfolio after 10yr
$36.2K
Annual income
$1,661.41/yr
Blended yield
4.59%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TLGAX buys
0
SPHD buys
0
No recent congressional trades found for TLGAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTLGAXSPHD
Forward yield12.58%4.30%
Annual dividend / share$1.60$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$45.8K$26.5K
Annual income after 10y$2,755.46$567.37
Total dividends collected$19.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTLGAX PortfolioTLGAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,958$1,258.43$11,130$430.50+$828.00TLGAX
2$14,202$1,406.43$12,357$447.82+$1.8KTLGAX
3$16,757$1,561.02$13,687$464.65+$3.1KTLGAX
4$19,651$1,721.37$15,126$480.98+$4.5KTLGAX
5$22,914$1,886.63$16,682$496.78+$6.2KTLGAX
6$26,574$2,055.91$18,362$512.03+$8.2KTLGAX
7$30,662$2,228.30$20,174$526.72+$10.5KTLGAX
8$35,211$2,402.93$22,127$540.84+$13.1KTLGAX
9$40,255$2,578.93$24,230$554.39+$16.0KTLGAX
10$45,828$2,755.46$26,493$567.37+$19.3KTLGAX

TLGAX vs SPHD: Complete Analysis 2026

TLGAXStock

The fund primarily invests at least 80% of its total assets in larger U.S. stocks. Larger stocks refer to the common stock of companies whose total market capitalization is generally greater than $2 billion. It invests using a growth investing style. Growth funds generally focus on stocks of companies believed to have above-average potential for growth in revenue, earnings, cash flow, or other similar criteria. These stocks typically have low dividend yields and above-average prices in relation to such measures as earnings and book value.

Full TLGAX 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.