HomeCompareTWCUX vs SPHD

TWCUX vs SPHD: Dividend Comparison 2026

TWCUX yields 12.69% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TWCUX wins by $19.6K in total portfolio value
10 years
TWCUX
TWCUX
● Live price
12.69%
Share price
$85.84
Annual div
$10.89
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$46.1K
Annual income
$2,795.72
Full TWCUX 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 — TWCUX vs SPHD

📍 TWCUX 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 PeriodTWCUXSPHD
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, TWCUX + SPHD cover 0 of 12 monthsgood coverage

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

TWCUX
Annual income on $10K today (after 15% tax)
$1,078.55/yr
After 10yr DRIP, annual income (after tax)
$2,376.36/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, TWCUX beats the other by $1,890.74/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TWCUX: 50%SPHD: 50%
100% SPHD50/50100% TWCUX
Portfolio after 10yr
$36.3K
Annual income
$1,683.52/yr
Blended yield
4.63%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TWCUX buys
0
SPHD buys
0
No recent congressional trades found for TWCUX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTWCUXSPHD
Forward yield12.69%4.33%
Annual dividend / share$10.89$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$46.1K$26.5K
Annual income after 10y$2,795.72$571.32
Total dividends collected$20.1K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTWCUX PortfolioTWCUX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,969$1,268.88$11,133$432.85+$836.00TWCUX
2$14,226$1,419.36$12,363$450.36+$1.9KTWCUX
3$16,799$1,576.66$13,695$467.39+$3.1KTWCUX
4$19,714$1,739.97$15,138$483.90+$4.6KTWCUX
5$23,003$1,908.41$16,697$499.88+$6.3KTWCUX
6$26,694$2,081.06$18,382$515.31+$8.3KTWCUX
7$30,820$2,257.02$20,198$530.17+$10.6KTWCUX
8$35,412$2,435.36$22,157$544.46+$13.3KTWCUX
9$40,507$2,615.22$24,266$558.18+$16.2KTWCUX
10$46,138$2,795.72$26,536$571.32+$19.6KTWCUX

TWCUX vs SPHD: Complete Analysis 2026

TWCUXStock

Seeks long-term capital growth.

Full TWCUX 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.