HomeCompareWTLTX vs SPHD

WTLTX vs SPHD: Dividend Comparison 2026

WTLTX yields 3.79% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $949.00 in total portfolio value
10 years
WTLTX
WTLTX
● Live price
3.79%
Share price
$8.82
Annual div
$0.33
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.6K
Annual income
$484.25
Full WTLTX 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 — WTLTX 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 PeriodWTLTXSPHD
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, WTLTX + SPHD cover 0 of 12 monthsgood coverage

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

WTLTX
Annual income on $10K today (after 15% tax)
$322.56/yr
After 10yr DRIP, annual income (after tax)
$411.61/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, SPHD beats the other by $74.01/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WTLTX: 50%SPHD: 50%
100% SPHD50/50100% WTLTX
Portfolio after 10yr
$26.1K
Annual income
$527.79/yr
Blended yield
2.03%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WTLTX buys
0
SPHD buys
0
No recent congressional trades found for WTLTX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWTLTXSPHD
Forward yield3.79%4.33%
Annual dividend / share$0.33$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.6K$26.5K
Annual income after 10y$484.25$571.32
Total dividends collected$4.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWTLTX PortfolioWTLTX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,079$379.48$11,133$432.85$54.00SPHD
2$12,248$392.94$12,363$450.36$115.00SPHD
3$13,511$405.96$13,695$467.39$184.00SPHD
4$14,876$418.54$15,138$483.90$262.00SPHD
5$16,348$430.65$16,697$499.88$349.00SPHD
6$17,934$442.30$18,382$515.31$448.00SPHD
7$19,643$453.49$20,198$530.17$555.00SPHD
8$21,482$464.21$22,157$544.46$675.00SPHD
9$23,461$474.46$24,266$558.18$805.00SPHD
10$25,587$484.25$26,536$571.32$949.00SPHD

WTLTX vs SPHD: Complete Analysis 2026

WTLTXStock

Under normal circumstances, the fund will invest at least eighty percent (80%) of the value of its net assets plus any borrowings for investment purposes in "high yield" securities. It may invest up to twenty-five percent (25%) in non-U.S. dollar-denominated securities.

Full WTLTX 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.