HomeCompareAPIBX vs SPHD

APIBX vs SPHD: Dividend Comparison 2026

APIBX yields 3.21% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $1.9K in total portfolio value
10 years
APIBX
APIBX
● Live price
3.21%
Share price
$4.20
Annual div
$0.13
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.6K
Annual income
$394.63
Full APIBX 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 — APIBX 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 PeriodAPIBXSPHD
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, APIBX + SPHD cover 0 of 12 monthsgood coverage

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

APIBX
Annual income on $10K today (after 15% tax)
$272.81/yr
After 10yr DRIP, annual income (after tax)
$335.44/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 $146.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

APIBX: 50%SPHD: 50%
100% SPHD50/50100% APIBX
Portfolio after 10yr
$25.5K
Annual income
$480.99/yr
Blended yield
1.88%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APIBX buys
0
SPHD buys
0
No recent congressional trades found for APIBX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAPIBXSPHD
Forward yield3.21%4.30%
Annual dividend / share$0.13$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.6K$26.5K
Annual income after 10y$394.63$567.37
Total dividends collected$3.6K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearAPIBX PortfolioAPIBX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,021$320.95$11,130$430.50$109.00SPHD
2$12,123$330.58$12,357$447.82$234.00SPHD
3$13,311$339.85$13,687$464.65$376.00SPHD
4$14,592$348.75$15,126$480.98$534.00SPHD
5$15,971$357.29$16,682$496.78$711.00SPHD
6$17,454$365.47$18,362$512.03$908.00SPHD
7$19,049$373.28$20,174$526.72$1.1KSPHD
8$20,763$380.74$22,127$540.84$1.4KSPHD
9$22,605$387.85$24,230$554.39$1.6KSPHD
10$24,582$394.63$26,493$567.37$1.9KSPHD

APIBX vs SPHD: Complete Analysis 2026

APIBXStock

Under normal circumstances, the fund invests at least 80% of its assets in fixed income securities that, in the Adviser's opinion, offer the opportunity for income consistent with preservation of capital. Its portfolio will have an average aggregate maturity of not more than three years. The fund seeks to provide diversification by allocating its investments among various areas of the fixed income markets. It primarily invests in the investment grade debt securities of various types.

Full APIBX 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.