Is BAUAX or SPHD a better dividend investment in 2026?

BAUAX currently yields 13.06% with a 5% 5-year dividend growth rate. SPHD yields 4.00% with 5% growth. The better choice depends on your goal: BAUAX offers higher current income.

What is the dividend yield difference between BAUAX and SPHD?

BAUAX has a forward dividend yield of 13.06% ($3.54/share annually). SPHD yields 4.00% ($2.00/share annually). The yield gap is 9.06 percentage points.

Home › Compare › BAUAX vs SPHD

BAUAX vs SPHD: Dividend Comparison 2026

BAUAX yields 13.06% · SPHD yields 4.00%● Live data

vsPost on X →

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

🏆 BAUAX wins by $19.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BAUAX

● Live price

13.06%

Share price

$27.14

Annual div

$3.54

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$47.2K

Annual income

$2,940.54

Full BAUAX 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 — BAUAX vs SPHD

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

Jan

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Feb

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Mar

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Apr

—

May

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Jun

—

Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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BAUAX 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.

BAUAX

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

$1,109.85/yr

After 10yr DRIP, annual income (after tax)

$2,499.46/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, BAUAX beats the other by $1,735.15/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 BAUAX + SPHD for your $10,000?

BAUAX: 50%SPHD: 50%

100% SPHD50/50100% BAUAX

Portfolio after 10yr

$37.6K

Annual income

$1,919.87/yr

Blended yield

5.10%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BAUAX buys

SPHD buys

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

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

MetricBAUAXSPHD

Forward yield	13.06% ✓	4.00%
Annual dividend / share	$3.54 ✓	$2.00
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$47.2K ✓	$28.0K
Annual income after 10y	$2,940.54 ✓	$899.19
Total dividends collected	$21.0K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BAUAX Portfolio	BAUAX Income/yr	SPHD Portfolio	SPHD Income/yr	Gap
1← crossover	$12,006	$1,305.71	$11,120	$420.00	+$886.00 → BAUAX
2	$14,311	$1,465.05	$12,357	$458.31	+$2.0K → BAUAX
3	$16,945	$1,632.13	$13,721	$499.76	+$3.2K → BAUAX
4	$19,937	$1,806.09	$15,227	$544.58	+$4.7K → BAUAX
5	$23,319	$1,986.00	$16,885	$593.02	+$6.4K → BAUAX
6	$27,122	$2,170.88	$18,713	$645.34	+$8.4K → BAUAX
7	$31,380	$2,359.76	$20,724	$701.81	+$10.7K → BAUAX
8	$36,129	$2,551.64	$22,938	$762.73	+$13.2K → BAUAX
9	$41,403	$2,745.55	$25,372	$828.41	+$16.0K → BAUAX
10	$47,242	$2,940.54	$28,047	$899.19	+$19.2K → BAUAX

BAUAX vs SPHD: Complete Analysis 2026

BAUAX — Stock

The fund normally invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities of small capitalization companies. Equity securities include common stock, preferred stock, equity-equivalent securities such as convertible securities, stock futures contracts, equity options, other investment companies, ADRs, REITs and ETFs, and the Adviser may also invest in private placements in these types of securities. Small companies are companies whose market capitalizations are generally less than $6 billion at the time of purchase.

Full BAUAX 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.