HomeCompareVMGIX vs SPHD

VMGIX vs SPHD: Dividend Comparison 2026

VMGIX yields 0.42% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $6.2K in total portfolio value
10 years
VMGIX
VMGIX
● Live price
0.42%
Share price
$101.25
Annual div
$0.42
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.3K
Annual income
$43.05
Full VMGIX 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 — VMGIX vs SPHD

📍 SPHD 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 PeriodVMGIXSPHD
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, VMGIX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

VMGIX
Annual income on $10K today (after 15% tax)
$35.61/yr
After 10yr DRIP, annual income (after tax)
$36.59/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, SPHD beats the other by $445.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VMGIX: 50%SPHD: 50%
100% SPHD50/50100% VMGIX
Portfolio after 10yr
$23.4K
Annual income
$305.21/yr
Blended yield
1.31%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VMGIX buys
0
SPHD buys
0
No recent congressional trades found for VMGIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVMGIXSPHD
Forward yield0.42%4.30%
Annual dividend / share$0.42$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.3K$26.5K
Annual income after 10y$43.05$567.37
Total dividends collected$425.00$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearVMGIX PortfolioVMGIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,742$41.90$11,130$430.50$388.00SPHD
2$11,536$42.06$12,357$447.82$821.00SPHD
3$12,386$42.21$13,687$464.65$1.3KSPHD
4$13,295$42.36$15,126$480.98$1.8KSPHD
5$14,268$42.49$16,682$496.78$2.4KSPHD
6$15,309$42.62$18,362$512.03$3.1KSPHD
7$16,424$42.74$20,174$526.72$3.8KSPHD
8$17,616$42.85$22,127$540.84$4.5KSPHD
9$18,893$42.96$24,230$554.39$5.3KSPHD
10$20,258$43.05$26,493$567.37$6.2KSPHD

VMGIX vs SPHD: Complete Analysis 2026

VMGIXStock

The investment seeks to track the performance of the CRSP US Mid Cap Growth Index that measures the investment return of mid-capitalization growth stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Growth Index, a broadly diversified index of growth stocks of mid-size U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Full VMGIX 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.