HomeCompareWAGOX vs SPHD

WAGOX vs SPHD: Dividend Comparison 2026

WAGOX yields 9.97% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WAGOX wins by $12.2K in total portfolio value
10 years
WAGOX
WAGOX
● Live price
9.97%
Share price
$3.51
Annual div
$0.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.7K
Annual income
$1,866.64
Full WAGOX 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 — WAGOX vs SPHD

📍 WAGOX 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 PeriodWAGOXSPHD
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, WAGOX + SPHD cover 0 of 12 monthsgood coverage

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

WAGOX
Annual income on $10K today (after 15% tax)
$847.75/yr
After 10yr DRIP, annual income (after tax)
$1,586.64/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, WAGOX beats the other by $1,104.38/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 WAGOX + SPHD for your $10,000?

WAGOX: 50%SPHD: 50%
100% SPHD50/50100% WAGOX
Portfolio after 10yr
$32.6K
Annual income
$1,217.00/yr
Blended yield
3.73%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WAGOX buys
0
SPHD buys
0
No recent congressional trades found for WAGOX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWAGOXSPHD
Forward yield9.97%4.30%
Annual dividend / share$0.35$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.7K$26.5K
Annual income after 10y$1,866.64$567.37
Total dividends collected$14.3K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWAGOX PortfolioWAGOX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,697$997.35$11,130$430.50+$567.00WAGOX
2$13,606$1,090.31$12,357$447.82+$1.2KWAGOX
3$15,744$1,185.29$13,687$464.65+$2.1KWAGOX
4$18,128$1,281.79$15,126$480.98+$3.0KWAGOX
5$20,776$1,379.32$16,682$496.78+$4.1KWAGOX
6$23,708$1,477.40$18,362$512.03+$5.3KWAGOX
7$26,943$1,575.59$20,174$526.72+$6.8KWAGOX
8$30,503$1,673.45$22,127$540.84+$8.4KWAGOX
9$34,409$1,770.59$24,230$554.39+$10.2KWAGOX
10$38,684$1,866.64$26,493$567.37+$12.2KWAGOX

WAGOX vs SPHD: Complete Analysis 2026

WAGOXStock

The investment seeks long-term growth of capital. The fund invests primarily in small and micro-cap foreign and domestic companies. It will invest its assets in the equity securities of foreign and domestic companies with market capitalizations of less than US$5 billion at the time of purchase. The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, financials, health care, industrials, and information technology.

Full WAGOX 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.