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WTIXMX vs SPHD: Dividend Comparison 2026

WTIXMX yields 10.99% · SPHD yields 4.00%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WTIXMX wins by $13.3K in total portfolio value
10 years
WTIXMX
WTIXMX
● Live price
10.99%
Share price
$18.20
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.3K
Annual income
$2,186.89
Full WTIXMX calculator →
SPHD
SPHD
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full SPHD calculator →

Portfolio growth — WTIXMX vs SPHD

📍 WTIXMX 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 PeriodWTIXMXSPHD
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%.
📅

Dividend Calendar Overlap

Combined, WTIXMX + SPHD cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
WTIXMX pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

WTIXMX
Annual income on $10K today (after 15% tax)
$934.07/yr
After 10yr DRIP, annual income (after tax)
$1,858.86/yr
SPHD
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, WTIXMX beats the other by $1,094.54/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WTIXMX: 50%SPHD: 50%
100% SPHD50/50100% WTIXMX
Portfolio after 10yr
$34.7K
Annual income
$1,543.04/yr
Blended yield
4.45%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WTIXMX buys
0
SPHD buys
0
No recent congressional trades found for WTIXMX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWTIXMXSPHD
Forward yield10.99% ✓4.00%
Annual dividend / share$2.00$2.00
Payout ratio50%50%
1-year div growth0%5% ✓
5-year div CAGR0%5% ✓
Portfolio after 10y$41.3K ✓$28.0K
Annual income after 10y$2,186.89 ✓$899.19
Total dividends collected$16.4K ✓$6.4K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWTIXMX PortfolioWTIXMX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,799$1,098.90$11,120$420.00+$679.00 → WTIXMX
2$13,837$1,211.76$12,357$458.31+$1.5K → WTIXMX
3$16,133$1,328.07$13,721$499.76+$2.4K → WTIXMX
4$18,710$1,447.20$15,227$544.58+$3.5K → WTIXMX
5$21,588$1,568.52$16,885$593.02+$4.7K → WTIXMX
6$24,791$1,691.42$18,713$645.34+$6.1K → WTIXMX
7$28,341$1,815.27$20,724$701.81+$7.6K → WTIXMX
8$32,264$1,939.50$22,938$762.73+$9.3K → WTIXMX
9$36,587$2,063.54$25,372$828.41+$11.2K → WTIXMX
10$41,334$2,186.89$28,047$899.19+$13.3K → WTIXMX

WTIXMX vs SPHD: Complete Analysis 2026

WTIXMX — Stock

WTIXMX is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in WTIXMX shares.

Full WTIXMX Calculator →

SPHD — ETF

SPHD is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SPHD shares.

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.