HomeCompareWOGSX vs SPHD

WOGSX vs SPHD: Dividend Comparison 2026

WOGSX yields 8.81% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WOGSX wins by $9.3K in total portfolio value
10 years
WOGSX
WOGSX
● Live price
8.81%
Share price
$144.26
Annual div
$12.71
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.8K
Annual income
$1,536.15
Full WOGSX calculator →
SPHD
SPHD
● Live price
4.33%
Share price
$49.34
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$571.32
Full SPHD calculator →

Portfolio growth — WOGSX vs SPHD

📍 WOGSX 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 PeriodWOGSXSPHD
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, WOGSX + SPHD cover 0 of 12 monthsgood coverage

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

WOGSX
Annual income on $10K today (after 15% tax)
$748.87/yr
After 10yr DRIP, annual income (after tax)
$1,305.73/yr
SPHD
Annual income on $10K today (after 15% tax)
$367.92/yr
After 10yr DRIP, annual income (after tax)
$485.62/yr
At 15% tax rate, WOGSX beats the other by $820.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WOGSX: 50%SPHD: 50%
100% SPHD50/50100% WOGSX
Portfolio after 10yr
$31.2K
Annual income
$1,053.73/yr
Blended yield
3.38%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WOGSX buys
0
SPHD buys
0
No recent congressional trades found for WOGSX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWOGSXSPHD
Forward yield8.81%4.33%
Annual dividend / share$12.71$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.8K$26.5K
Annual income after 10y$1,536.15$571.32
Total dividends collected$12.1K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWOGSX PortfolioWOGSX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,581$881.02$11,133$432.85+$448.00WOGSX
2$13,345$953.56$12,363$450.36+$982.00WOGSX
3$15,306$1,026.94$13,695$467.39+$1.6KWOGSX
4$17,479$1,100.80$15,138$483.90+$2.3KWOGSX
5$19,877$1,174.78$16,697$499.88+$3.2KWOGSX
6$22,517$1,248.58$18,382$515.31+$4.1KWOGSX
7$25,415$1,321.88$20,198$530.17+$5.2KWOGSX
8$28,588$1,394.40$22,157$544.46+$6.4KWOGSX
9$32,055$1,465.90$24,266$558.18+$7.8KWOGSX
10$35,835$1,536.15$26,536$571.32+$9.3KWOGSX

WOGSX vs SPHD: Complete Analysis 2026

WOGSXStock

The fund invests primarily in common stocks of established U.S. companies with large market capitalization, or large cap companies. It will invest at least 80% of its net assets, under normal circumstances, in equity securities. In selecting investments for the fund, the adviser chooses stocks of companies which the advisor believes have above-average growth potential at attractive prices. The fund invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts ("ADRs").

Full WOGSX 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.