HomeCompareTRGOX vs SPHD

TRGOX vs SPHD: Dividend Comparison 2026

TRGOX yields 16.12% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TRGOX wins by $30.8K in total portfolio value
10 years
TRGOX
TRGOX
● Live price
16.12%
Share price
$71.84
Annual div
$11.58
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$57.4K
Annual income
$4,345.97
Full TRGOX 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 — TRGOX vs SPHD

📍 TRGOX 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 PeriodTRGOXSPHD
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, TRGOX + SPHD cover 0 of 12 monthsgood coverage

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

TRGOX
Annual income on $10K today (after 15% tax)
$1,370.13/yr
After 10yr DRIP, annual income (after tax)
$3,694.07/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, TRGOX beats the other by $3,208.45/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TRGOX: 50%SPHD: 50%
100% SPHD50/50100% TRGOX
Portfolio after 10yr
$42.0K
Annual income
$2,458.64/yr
Blended yield
5.86%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRGOX buys
0
SPHD buys
0
No recent congressional trades found for TRGOX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTRGOXSPHD
Forward yield16.12%4.33%
Annual dividend / share$11.58$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$57.4K$26.5K
Annual income after 10y$4,345.97$571.32
Total dividends collected$29.0K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTRGOX PortfolioTRGOX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,312$1,611.92$11,133$432.85+$1.2KTRGOX
2$15,028$1,854.74$12,363$450.36+$2.7KTRGOX
3$18,196$2,115.88$13,695$467.39+$4.5KTRGOX
4$21,864$2,394.28$15,138$483.90+$6.7KTRGOX
5$26,084$2,688.71$16,697$499.88+$9.4KTRGOX
6$30,907$2,997.72$18,382$515.31+$12.5KTRGOX
7$36,390$3,319.70$20,198$530.17+$16.2KTRGOX
8$42,591$3,652.94$22,157$544.46+$20.4KTRGOX
9$49,568$3,995.64$24,266$558.18+$25.3KTRGOX
10$57,383$4,345.97$26,536$571.32+$30.8KTRGOX

TRGOX vs SPHD: Complete Analysis 2026

TRGOXStock

The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the securities of large-cap companies. The advisor defines a large-cap company as one whose market capitalization is larger than the median market capitalization of companies in the Russell 1000® Growth Index, a widely used benchmark of the largest U.S. growth stocks. The fund is non-diversified.

Full TRGOX 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.