HomeCompareVMGRX vs SPHD

VMGRX vs SPHD: Dividend Comparison 2026

VMGRX yields 21.11% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VMGRX wins by $51.6K in total portfolio value
10 years
VMGRX
VMGRX
● Live price
21.11%
Share price
$20.89
Annual div
$4.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$78.1K
Annual income
$7,572.06
Full VMGRX 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 — VMGRX vs SPHD

📍 VMGRX 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 PeriodVMGRXSPHD
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, VMGRX + SPHD cover 0 of 12 monthsgood coverage

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

VMGRX
Annual income on $10K today (after 15% tax)
$1,794.19/yr
After 10yr DRIP, annual income (after tax)
$6,436.25/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, VMGRX beats the other by $5,950.63/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VMGRX: 50%SPHD: 50%
100% SPHD50/50100% VMGRX
Portfolio after 10yr
$52.3K
Annual income
$4,071.69/yr
Blended yield
7.78%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VMGRX buys
0
SPHD buys
0
No recent congressional trades found for VMGRX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVMGRXSPHD
Forward yield21.11%4.33%
Annual dividend / share$4.41$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$78.1K$26.5K
Annual income after 10y$7,572.06$571.32
Total dividends collected$45.7K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearVMGRX PortfolioVMGRX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,811$2,110.81$11,133$432.85+$1.7KVMGRX
2$16,235$2,527.22$12,363$450.36+$3.9KVMGRX
3$20,364$2,993.15$13,695$467.39+$6.7KVMGRX
4$25,299$3,508.89$15,138$483.90+$10.2KVMGRX
5$31,144$4,073.94$16,697$499.88+$14.4KVMGRX
6$38,011$4,687.06$18,382$515.31+$19.6KVMGRX
7$46,018$5,346.30$20,198$530.17+$25.8KVMGRX
8$55,288$6,049.08$22,157$544.46+$33.1KVMGRX
9$65,950$6,792.22$24,266$558.18+$41.7KVMGRX
10$78,139$7,572.06$26,536$571.32+$51.6KVMGRX

VMGRX vs SPHD: Complete Analysis 2026

VMGRXStock

This actively managed, mid-capitalization option invests primarily in the stocks of mid-size domestic companies that the fund’s investment managers believe have stronger earnings and revenue growth prospects than the average mid-cap company. Investors who are seeking exposure to the mid-cap arena of the U.S. stock market and who are willing to endure the volatility that can come from an investment in stocks may wish to consider this fund as an option for their portfolio.The Vanguard Mid-Cap Growth Fund changed investment managers on November 17, 2025. This may result in capital gains distributions, which could be taxable if you hold shares in a regular (taxable) account. Vanguard provides monthly updates on estimated realized and unrealized gains in the "Distributions" section of the fund’s website page.The expense ratio for Mid-Cap Growth Fund will increase from 33bps to 39bps, with a 5bp fee waiver, making the effective expense ratio 34bps.

Full VMGRX 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.