HomeCompareTWCIX vs SPHD

TWCIX vs SPHD: Dividend Comparison 2026

TWCIX yields 11.44% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TWCIX wins by $16.0K in total portfolio value
10 years
TWCIX
TWCIX
● Live price
11.44%
Share price
$112.99
Annual div
$12.93
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$42.6K
Annual income
$2,339.85
Full TWCIX 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 — TWCIX vs SPHD

📍 TWCIX 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 PeriodTWCIXSPHD
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, TWCIX + SPHD cover 0 of 12 monthsgood coverage

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

TWCIX
Annual income on $10K today (after 15% tax)
$972.55/yr
After 10yr DRIP, annual income (after tax)
$1,988.87/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, TWCIX beats the other by $1,503.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TWCIX: 50%SPHD: 50%
100% SPHD50/50100% TWCIX
Portfolio after 10yr
$34.6K
Annual income
$1,455.58/yr
Blended yield
4.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TWCIX buys
0
SPHD buys
0
No recent congressional trades found for TWCIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTWCIXSPHD
Forward yield11.44%4.33%
Annual dividend / share$12.93$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$42.6K$26.5K
Annual income after 10y$2,339.85$571.32
Total dividends collected$17.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTWCIX PortfolioTWCIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,844$1,144.18$11,133$432.85+$711.00TWCIX
2$13,940$1,266.53$12,363$450.36+$1.6KTWCIX
3$16,309$1,393.10$13,695$467.39+$2.6KTWCIX
4$18,974$1,523.22$15,138$483.90+$3.8KTWCIX
5$21,958$1,656.18$16,697$499.88+$5.3KTWCIX
6$25,286$1,791.29$18,382$515.31+$6.9KTWCIX
7$28,984$1,927.86$20,198$530.17+$8.8KTWCIX
8$33,078$2,065.23$22,157$544.46+$10.9KTWCIX
9$37,596$2,202.76$24,266$558.18+$13.3KTWCIX
10$42,568$2,339.85$26,536$571.32+$16.0KTWCIX

TWCIX vs SPHD: Complete Analysis 2026

TWCIXStock

Seeks long-term capital growth

Full TWCIX 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.