HomeCompareBACA vs SPHD

BACA vs SPHD: Dividend Comparison 2026

BACA yields 18.78% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BACA wins by $41.2K in total portfolio value
10 years
BACA
BACA
● Live price
18.78%
Share price
$10.65
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$67.7K
Annual income
$5,902.75
Full BACA 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 — BACA vs SPHD

📍 BACA 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 PeriodBACASPHD
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, BACA + SPHD cover 0 of 12 monthsgood coverage

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

BACA
Annual income on $10K today (after 15% tax)
$1,596.24/yr
After 10yr DRIP, annual income (after tax)
$5,017.34/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, BACA beats the other by $4,531.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BACA: 50%SPHD: 50%
100% SPHD50/50100% BACA
Portfolio after 10yr
$47.1K
Annual income
$3,237.04/yr
Blended yield
6.87%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BACA buys
0
SPHD buys
0
No recent congressional trades found for BACA or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBACASPHD
Forward yield18.78%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$67.7K$26.5K
Annual income after 10y$5,902.75$571.32
Total dividends collected$37.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBACA PortfolioBACA Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,578$1,877.93$11,133$432.85+$1.4KBACA
2$15,666$2,207.53$12,363$450.36+$3.3KBACA
3$19,332$2,569.62$13,695$467.39+$5.6KBACA
4$23,649$2,963.53$15,138$483.90+$8.5KBACA
5$28,692$3,388.10$16,697$499.88+$12.0KBACA
6$34,543$3,841.75$18,382$515.31+$16.2KBACA
7$41,283$4,322.49$20,198$530.17+$21.1KBACA
8$49,001$4,828.00$22,157$544.46+$26.8KBACA
9$57,787$5,355.68$24,266$558.18+$33.5KBACA
10$67,735$5,902.75$26,536$571.32+$41.2KBACA

BACA vs SPHD: Complete Analysis 2026

BACAStock

Berenson Acquisition Corp. I does not have significant operations. The company intends to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. It focuses its search on a target business that operate in the software and technology-enabled services industry. The company was incorporated in 2021 and is based in New York, New York.

Full BACA 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.