HomeCompareWCERX vs SPHD

WCERX vs SPHD: Dividend Comparison 2026

WCERX yields 11.19% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WCERX wins by $15.4K in total portfolio value
10 years
WCERX
WCERX
● Live price
11.19%
Share price
$10.15
Annual div
$1.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.9K
Annual income
$2,254.70
Full WCERX 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 — WCERX vs SPHD

📍 WCERX 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 PeriodWCERXSPHD
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, WCERX + SPHD cover 0 of 12 monthsgood coverage

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

WCERX
Annual income on $10K today (after 15% tax)
$951.33/yr
After 10yr DRIP, annual income (after tax)
$1,916.50/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, WCERX beats the other by $1,434.23/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 WCERX + SPHD for your $10,000?

WCERX: 50%SPHD: 50%
100% SPHD50/50100% WCERX
Portfolio after 10yr
$34.2K
Annual income
$1,411.03/yr
Blended yield
4.13%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WCERX buys
0
SPHD buys
0
No recent congressional trades found for WCERX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWCERXSPHD
Forward yield11.19%4.30%
Annual dividend / share$1.14$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$41.9K$26.5K
Annual income after 10y$2,254.70$567.37
Total dividends collected$16.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWCERX PortfolioWCERX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,819$1,119.21$11,130$430.50+$689.00WCERX
2$13,883$1,236.28$12,357$447.82+$1.5KWCERX
3$16,212$1,357.13$13,687$464.65+$2.5KWCERX
4$18,828$1,481.12$15,126$480.98+$3.7KWCERX
5$21,753$1,607.59$16,682$496.78+$5.1KWCERX
6$25,012$1,735.87$18,362$512.03+$6.7KWCERX
7$28,628$1,865.33$20,174$526.72+$8.5KWCERX
8$32,627$1,995.34$22,127$540.84+$10.5KWCERX
9$37,037$2,125.31$24,230$554.39+$12.8KWCERX
10$41,884$2,254.70$26,493$567.37+$15.4KWCERX

WCERX vs SPHD: Complete Analysis 2026

WCERXStock

The fund primarily employs investment strategies designed to capture price movements generated by specific events, including, but not limited to, equity and/or debt securities of companies involved in mergers, acquisitions, asset sales or other divestitures, restructurings, refinancings, recapitalizations, reorganizations or other special situations (referred to as "event-driven opportunities").

Full WCERX 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.