HomeCompareWFGGX vs SPHD

WFGGX vs SPHD: Dividend Comparison 2026

WFGGX yields 4.84% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 WFGGX wins by $984.00 in total portfolio value
10 years
WFGGX
WFGGX
● Live price
4.84%
Share price
$30.33
Annual div
$1.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.5K
Annual income
$660.01
Full WFGGX 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 — WFGGX vs SPHD

📍 WFGGX 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 PeriodWFGGXSPHD
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, WFGGX + SPHD cover 0 of 12 monthsgood coverage

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

WFGGX
Annual income on $10K today (after 15% tax)
$411.52/yr
After 10yr DRIP, annual income (after tax)
$561.01/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, WFGGX beats the other by $78.74/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WFGGX: 50%SPHD: 50%
100% SPHD50/50100% WFGGX
Portfolio after 10yr
$27.0K
Annual income
$613.68/yr
Blended yield
2.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WFGGX buys
0
SPHD buys
0
No recent congressional trades found for WFGGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWFGGXSPHD
Forward yield4.84%4.30%
Annual dividend / share$1.47$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.5K$26.5K
Annual income after 10y$660.01$567.37
Total dividends collected$5.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWFGGX PortfolioWFGGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,184$484.14$11,130$430.50+$54.00WFGGX
2$12,473$506.05$12,357$447.82+$116.00WFGGX
3$13,874$527.45$13,687$464.65+$187.00WFGGX
4$15,393$548.29$15,126$480.98+$267.00WFGGX
5$17,039$568.54$16,682$496.78+$357.00WFGGX
6$18,820$588.17$18,362$512.03+$458.00WFGGX
7$20,745$607.14$20,174$526.72+$571.00WFGGX
8$22,822$625.45$22,127$540.84+$695.00WFGGX
9$25,063$643.07$24,230$554.39+$833.00WFGGX
10$27,477$660.01$26,493$567.37+$984.00WFGGX

WFGGX vs SPHD: Complete Analysis 2026

WFGGXStock

The fund invests primarily in equity securities of companies located throughout the world, including the United States. Under normal market conditions, it invests at least 40% of its net assets in companies organized, headquartered or doing a substantial amount of business outside the United States including emerging and frontier market countries.

Full WFGGX 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.