HomeCompareBASOX vs SPHD

BASOX vs SPHD: Dividend Comparison 2026

BASOX yields 4.08% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $448.00 in total portfolio value
10 years
BASOX
BASOX
● Live price
4.08%
Share price
$10.06
Annual div
$0.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.1K
Annual income
$529.92
Full BASOX 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 — BASOX 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 PeriodBASOXSPHD
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, BASOX + SPHD cover 0 of 12 monthsgood coverage

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

BASOX
Annual income on $10K today (after 15% tax)
$346.69/yr
After 10yr DRIP, annual income (after tax)
$450.43/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 $35.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BASOX: 50%SPHD: 50%
100% SPHD50/50100% BASOX
Portfolio after 10yr
$26.3K
Annual income
$550.62/yr
Blended yield
2.09%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BASOX buys
0
SPHD buys
0
No recent congressional trades found for BASOX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBASOXSPHD
Forward yield4.08%4.33%
Annual dividend / share$0.41$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.1K$26.5K
Annual income after 10y$529.92$571.32
Total dividends collected$4.7K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBASOX PortfolioBASOX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,108$407.87$11,133$432.85$25.00SPHD
2$12,309$423.42$12,363$450.36$54.00SPHD
3$13,609$438.50$13,695$467.39$86.00SPHD
4$15,015$453.10$15,138$483.90$123.00SPHD
5$16,533$467.20$16,697$499.88$164.00SPHD
6$18,171$480.79$18,382$515.31$211.00SPHD
7$19,937$493.86$20,198$530.17$261.00SPHD
8$21,839$506.40$22,157$544.46$318.00SPHD
9$23,886$518.42$24,266$558.18$380.00SPHD
10$26,088$529.92$26,536$571.32$448.00SPHD

BASOX vs SPHD: Complete Analysis 2026

BASOXStock

The fund will invest in U.S. dollar-denominated investment grade and short-term fixed and floating rate debt securities maturing in three years or less (with certain exceptions) and will maintain a dollar-weighted average maturity of 180 days or less and a dollar-weighted average life of 365 days or less. It invests a significant portion of its assets in securities issued by financial services companies, including banks, broker-dealers and insurance companies, and repurchase agreements secured by such obligations.

Full BASOX 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.