Home › Compare › WAGTX vs SPHD
WAGTX yields 16.71% · SPHD yields 4.33%● Live data
📍 WAGTX pulled ahead of the other in Year 1
Combined, WAGTX + SPHD cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of WAGTX + SPHD for your $10,000?
The investment seeks long-term growth of capital. The fund invests primarily in domestic and foreign growth companies that the adviser believes are innovators in their respective sectors or industries. It will typically be invested in at least three developed countries, including the U.S. The fund may invest in securities issued by companies domiciled in emerging and frontier markets without limitation. It may invest a large percentage of its assets in a few sectors.
Full WAGTX Calculator →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 →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.