HomeCompareTMDIX vs SPHD

TMDIX vs SPHD: Dividend Comparison 2026

TMDIX yields 12.42% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TMDIX wins by $18.8K in total portfolio value
10 years
TMDIX
TMDIX
● Live price
12.42%
Share price
$14.94
Annual div
$1.86
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.3K
Annual income
$2,692.87
Full TMDIX calculator →
SPHD
SPHD
● Live price
4.33%
Share price
$49.34
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$571.32
Full SPHD calculator →

Portfolio growth — TMDIX vs SPHD

📍 TMDIX 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 PeriodTMDIXSPHD
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, TMDIX + SPHD cover 0 of 12 monthsgood coverage

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

TMDIX
Annual income on $10K today (after 15% tax)
$1,055.67/yr
After 10yr DRIP, annual income (after tax)
$2,288.94/yr
SPHD
Annual income on $10K today (after 15% tax)
$367.92/yr
After 10yr DRIP, annual income (after tax)
$485.62/yr
At 15% tax rate, TMDIX beats the other by $1,803.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TMDIX: 50%SPHD: 50%
100% SPHD50/50100% TMDIX
Portfolio after 10yr
$35.9K
Annual income
$1,632.10/yr
Blended yield
4.54%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TMDIX buys
0
SPHD buys
0
No recent congressional trades found for TMDIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTMDIXSPHD
Forward yield12.42%4.33%
Annual dividend / share$1.86$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$45.3K$26.5K
Annual income after 10y$2,692.87$571.32
Total dividends collected$19.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTMDIX PortfolioTMDIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,942$1,241.97$11,133$432.85+$809.00TMDIX
2$14,164$1,386.13$12,363$450.36+$1.8KTMDIX
3$16,692$1,536.49$13,695$467.39+$3.0KTMDIX
4$19,553$1,692.26$15,138$483.90+$4.4KTMDIX
5$22,774$1,852.60$16,697$499.88+$6.1KTMDIX
6$26,385$2,016.65$18,382$515.31+$8.0KTMDIX
7$30,415$2,183.54$20,198$530.17+$10.2KTMDIX
8$34,897$2,352.43$22,157$544.46+$12.7KTMDIX
9$39,862$2,522.47$24,266$558.18+$15.6KTMDIX
10$45,345$2,692.87$26,536$571.32+$18.8KTMDIX

TMDIX vs SPHD: Complete Analysis 2026

TMDIXStock

The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in common and preferred stocks of U.S. mid-capitalization companies. The subadviser considers the term mid-capitalization companies to refer to companies that, at the time of purchase, are within the range of capitalizations of companies in the Russell Midcap® Growth Index.

Full TMDIX 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.