Is BARDX or SPHD a better dividend investment in 2026?

BARDX currently yields 6.56% with a 5% 5-year dividend growth rate. SPHD yields 4.00% with 5% growth. The better choice depends on your goal: BARDX offers higher current income.

What is the dividend yield difference between BARDX and SPHD?

BARDX has a forward dividend yield of 6.56% ($0.54/share annually). SPHD yields 4.00% ($2.00/share annually). The yield gap is 2.56 percentage points.

Home › Compare › BARDX vs SPHD

BARDX vs SPHD: Dividend Comparison 2026

BARDX yields 6.56% · SPHD yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 BARDX wins by $2.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BARDX

● Live price

6.56%

Share price

$8.27

Annual div

$0.54

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$30.9K

Annual income

$995.74

Full BARDX calculator →

SPHD

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full SPHD calculator →

Portfolio growth — BARDX vs SPHD

📍 BARDX 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 Period	BARDX	SPHD
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, BARDX + SPHD cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BARDX 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.

BARDX

Annual income on $10K today (after 15% tax)

$557.62/yr

After 10yr DRIP, annual income (after tax)

$846.38/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, BARDX beats the other by $82.07/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

BARDX: 50%SPHD: 50%

100% SPHD50/50100% BARDX

Portfolio after 10yr

$29.5K

Annual income

$947.47/yr

Blended yield

3.22%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BARDX buys

SPHD buys

No recent congressional trades found for BARDX or SPHD in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricBARDXSPHD

Forward yield	6.56% ✓	4.00%
Annual dividend / share	$0.54	$2.00 ✓
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$30.9K ✓	$28.0K
Annual income after 10y	$995.74 ✓	$899.19
Total dividends collected	$8.3K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BARDX Portfolio	BARDX Income/yr	SPHD Portfolio	SPHD Income/yr	Gap
1← crossover	$11,356	$656.02	$11,120	$420.00	+$236.00 → BARDX
2	$12,847	$696.24	$12,357	$458.31	+$490.00 → BARDX
3	$14,483	$736.14	$13,721	$499.76	+$762.00 → BARDX
4	$16,272	$775.56	$15,227	$544.58	+$1.0K → BARDX
5	$18,225	$814.37	$16,885	$593.02	+$1.3K → BARDX
6	$20,354	$852.46	$18,713	$645.34	+$1.6K → BARDX
7	$22,668	$889.73	$20,724	$701.81	+$1.9K → BARDX
8	$25,181	$926.08	$22,938	$762.73	+$2.2K → BARDX
9	$27,905	$961.44	$25,372	$828.41	+$2.5K → BARDX
10	$30,854	$995.74	$28,047	$899.19	+$2.8K → BARDX

BARDX vs SPHD: Complete Analysis 2026

BARDX — Stock

The fund seeks to track the investment results of the FTSE EPRA/NAREIT Developed Index, which measures the stock performance of companies engaged in the ownership, disposal and development of income-producing real estate in developed countries as defined by FTSE EPRA/NAREIT. It generally invests at least 90% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index and in depositary receipts representing securities of the underlying index.

Full BARDX 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.