HomeCompareVMACX vs SPHD

VMACX vs SPHD: Dividend Comparison 2026

VMACX yields 4.91% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VMACX wins by $1.1K in total portfolio value
10 years
VMACX
VMACX
● Live price
4.91%
Share price
$51.62
Annual div
$2.54
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.6K
Annual income
$672.58
Full VMACX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — VMACX vs SPHD

📍 VMACX 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 PeriodVMACXSPHD
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, VMACX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
VMACX pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

VMACX
Annual income on $10K today (after 15% tax)
$417.51/yr
After 10yr DRIP, annual income (after tax)
$571.69/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, VMACX beats the other by $89.43/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VMACX: 50%SPHD: 50%
100% SPHD50/50100% VMACX
Portfolio after 10yr
$27.1K
Annual income
$619.97/yr
Blended yield
2.29%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VMACX buys
0
SPHD buys
0
No recent congressional trades found for VMACX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVMACXSPHD
Forward yield4.91%4.30%
Annual dividend / share$2.54$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.6K$26.5K
Annual income after 10y$672.58$567.37
Total dividends collected$5.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearVMACX PortfolioVMACX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,191$491.19$11,130$430.50+$61.00VMACX
2$12,488$513.74$12,357$447.82+$131.00VMACX
3$13,898$535.78$13,687$464.65+$211.00VMACX
4$15,428$557.26$15,126$480.98+$302.00VMACX
5$17,087$578.14$16,682$496.78+$405.00VMACX
6$18,881$598.39$18,362$512.03+$519.00VMACX
7$20,821$617.97$20,174$526.72+$647.00VMACX
8$22,915$636.88$22,127$540.84+$788.00VMACX
9$25,174$655.08$24,230$554.39+$944.00VMACX
10$27,609$672.58$26,493$567.37+$1.1KVMACX

VMACX vs SPHD: Complete Analysis 2026

VMACXStock

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of medium market capitalization companies. It pursues long-term capital appreciation in the medium capitalization sector while seeking to provide the risk characteristics of the less volatile large capitalization S&P 500?® Index. The fund invests in a select group of medium market capitalization companies believed by the subadviser to be undervalued relative to their future growth potential.

Full VMACX 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.