HomeCompareWAESX vs SPHD

WAESX vs SPHD: Dividend Comparison 2026

WAESX yields 11.74% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WAESX wins by $16.9K in total portfolio value
10 years
WAESX
WAESX
● Live price
11.74%
Share price
$17.04
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.4K
Annual income
$2,443.12
Full WAESX 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 — WAESX vs SPHD

📍 WAESX 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 PeriodWAESXSPHD
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, WAESX + SPHD cover 0 of 12 monthsgood coverage

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

WAESX
Annual income on $10K today (after 15% tax)
$997.65/yr
After 10yr DRIP, annual income (after tax)
$2,076.65/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, WAESX beats the other by $1,594.39/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

WAESX: 50%SPHD: 50%
100% SPHD50/50100% WAESX
Portfolio after 10yr
$34.9K
Annual income
$1,505.24/yr
Blended yield
4.31%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WAESX buys
0
SPHD buys
0
No recent congressional trades found for WAESX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWAESXSPHD
Forward yield11.74%4.30%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$43.4K$26.5K
Annual income after 10y$2,443.12$567.37
Total dividends collected$18.0K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWAESX PortfolioWAESX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,874$1,173.71$11,130$430.50+$744.00WAESX
2$14,007$1,302.46$12,357$447.82+$1.6KWAESX
3$16,424$1,435.98$13,687$464.65+$2.7KWAESX
4$19,147$1,573.56$15,126$480.98+$4.0KWAESX
5$22,202$1,714.46$16,682$496.78+$5.5KWAESX
6$25,614$1,857.93$18,362$512.03+$7.3KWAESX
7$29,410$2,003.24$20,174$526.72+$9.2KWAESX
8$33,618$2,149.66$22,127$540.84+$11.5KWAESX
9$38,268$2,296.51$24,230$554.39+$14.0KWAESX
10$43,390$2,443.12$26,493$567.37+$16.9KWAESX

WAESX vs SPHD: Complete Analysis 2026

WAESXStock

The fund invests primarily in companies of all market capitalizations that are tied economically to emerging market countries. It will invest at least 80% of its net assets (plus borrowings for investment purposes) in the equity securities of companies that are tied economically to emerging market countries. The fund may invest a large percentage of its assets in a few sectors, including communication services, consumer discretionary, consumer staples, financials, health care, industrials, information technology. It is non-diversified.

Full WAESX 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.