HomeCompareBAQAX vs SPHD

BAQAX vs SPHD: Dividend Comparison 2026

BAQAX yields 1.31% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $4.9K in total portfolio value
10 years
BAQAX
BAQAX
● Live price
1.31%
Share price
$15.20
Annual div
$0.20
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.6K
Annual income
$142.08
Full BAQAX 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 — BAQAX 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 PeriodBAQAXSPHD
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, BAQAX + SPHD cover 0 of 12 monthsgood coverage

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

BAQAX
Annual income on $10K today (after 15% tax)
$110.97/yr
After 10yr DRIP, annual income (after tax)
$120.77/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 $361.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BAQAX: 50%SPHD: 50%
100% SPHD50/50100% BAQAX
Portfolio after 10yr
$24.0K
Annual income
$354.72/yr
Blended yield
1.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BAQAX buys
0
SPHD buys
0
No recent congressional trades found for BAQAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBAQAXSPHD
Forward yield1.31%4.30%
Annual dividend / share$0.20$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.6K$26.5K
Annual income after 10y$142.08$567.37
Total dividends collected$1.4K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBAQAX PortfolioBAQAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,831$130.55$11,130$430.50$299.00SPHD
2$11,721$132.15$12,357$447.82$636.00SPHD
3$12,675$133.65$13,687$464.65$1.0KSPHD
4$13,697$135.08$15,126$480.98$1.4KSPHD
5$14,793$136.42$16,682$496.78$1.9KSPHD
6$15,966$137.69$18,362$512.03$2.4KSPHD
7$17,222$138.89$20,174$526.72$3.0KSPHD
8$18,568$140.02$22,127$540.84$3.6KSPHD
9$20,009$141.08$24,230$554.39$4.2KSPHD
10$21,551$142.08$26,493$567.37$4.9KSPHD

BAQAX vs SPHD: Complete Analysis 2026

BAQAXStock

The investment seeks total return by investing principally in equity securities issued by companies established or operating in emerging markets. The fund invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities issued by companies that are established or operating in emerging market countries. These will consist of companies in emerging market countries in Latin America, Asia, Eastern Europe, Africa, and the Middle East. It may invest up to 20% of its net assets in securities of companies that are established or operating in countries that are considered to be outside of emerging markets.

Full BAQAX 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.