HomeCompareTWAOX vs SPHD

TWAOX vs SPHD: Dividend Comparison 2026

TWAOX yields 22.16% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TWAOX wins by $56.8K in total portfolio value
10 years
TWAOX
TWAOX
● Live price
22.16%
Share price
$9.03
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$83.3K
Annual income
$8,432.40
Full TWAOX 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 — TWAOX vs SPHD

📍 TWAOX 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 PeriodTWAOXSPHD
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, TWAOX + SPHD cover 0 of 12 monthsgood coverage

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

TWAOX
Annual income on $10K today (after 15% tax)
$1,883.55/yr
After 10yr DRIP, annual income (after tax)
$7,167.54/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, TWAOX beats the other by $6,681.92/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TWAOX: 50%SPHD: 50%
100% SPHD50/50100% TWAOX
Portfolio after 10yr
$54.9K
Annual income
$4,501.86/yr
Blended yield
8.20%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TWAOX buys
0
SPHD buys
0
No recent congressional trades found for TWAOX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTWAOXSPHD
Forward yield22.16%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$83.3K$26.5K
Annual income after 10y$8,432.40$571.32
Total dividends collected$49.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTWAOX PortfolioTWAOX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,916$2,215.94$11,133$432.85+$1.8KTWAOX
2$16,495$2,674.86$12,363$450.36+$4.1KTWAOX
3$20,842$3,192.58$13,695$467.39+$7.1KTWAOX
4$26,071$3,770.07$15,138$483.90+$10.9KTWAOX
5$32,304$4,407.42$16,697$499.88+$15.6KTWAOX
6$39,669$5,103.76$18,382$515.31+$21.3KTWAOX
7$48,303$5,857.37$20,198$530.17+$28.1KTWAOX
8$58,350$6,665.67$22,157$544.46+$36.2KTWAOX
9$69,959$7,525.35$24,266$558.18+$45.7KTWAOX
10$83,289$8,432.40$26,536$571.32+$56.8KTWAOX

TWAOX vs SPHD: Complete Analysis 2026

TWAOXStock

The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities (consisting of common stocks, preferred stocks and convertible securities) of U.S. companies. It principally invests in mid- and small-size U.S. companies. Equity securities of mid- and small-size companies tend to have greater price fluctuations than larger, more established companies.

Full TWAOX 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.