HomeCompareWHGIX vs SPHD

WHGIX vs SPHD: Dividend Comparison 2026

WHGIX yields 2.74% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $2.7K in total portfolio value
10 years
WHGIX
WHGIX
● Live price
2.74%
Share price
$12.87
Annual div
$0.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.8K
Annual income
$326.49
Full WHGIX 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 — WHGIX vs SPHD

📍 SPHD 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 PeriodWHGIXSPHD
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, WHGIX + SPHD cover 0 of 12 monthsgood coverage

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

WHGIX
Annual income on $10K today (after 15% tax)
$232.61/yr
After 10yr DRIP, annual income (after tax)
$277.52/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, SPHD beats the other by $204.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WHGIX: 50%SPHD: 50%
100% SPHD50/50100% WHGIX
Portfolio after 10yr
$25.1K
Annual income
$446.92/yr
Blended yield
1.78%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WHGIX buys
0
SPHD buys
0
No recent congressional trades found for WHGIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWHGIXSPHD
Forward yield2.74%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$23.8K$26.5K
Annual income after 10y$326.49$567.37
Total dividends collected$3.0K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWHGIX PortfolioWHGIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,974$273.66$11,130$430.50$156.00SPHD
2$12,022$280.66$12,357$447.82$335.00SPHD
3$13,151$287.37$13,687$464.65$536.00SPHD
4$14,366$293.79$15,126$480.98$760.00SPHD
5$15,671$299.92$16,682$496.78$1.0KSPHD
6$17,074$305.77$18,362$512.03$1.3KSPHD
7$18,581$311.35$20,174$526.72$1.6KSPHD
8$20,198$316.65$22,127$540.84$1.9KSPHD
9$21,933$321.70$24,230$554.39$2.3KSPHD
10$23,795$326.49$26,493$567.37$2.7KSPHD

WHGIX vs SPHD: Complete Analysis 2026

WHGIXStock

Under normal circumstances, the fund seeks to meet its investment objectives by investing generally more than 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying and/or interest-bearing securities. The fund aims to invest in securities of companies with a strong and improving cash flow sufficient to support a sustainable or rising income stream for investors.

Full WHGIX 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.