HomeCompareBCOSX vs SPHD

BCOSX vs SPHD: Dividend Comparison 2026

BCOSX yields 3.84% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $873.00 in total portfolio value
10 years
BCOSX
BCOSX
● Live price
3.84%
Share price
$10.72
Annual div
$0.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.7K
Annual income
$491.12
Full BCOSX 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 — BCOSX 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 PeriodBCOSXSPHD
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, BCOSX + SPHD cover 0 of 12 monthsgood coverage

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

BCOSX
Annual income on $10K today (after 15% tax)
$326.24/yr
After 10yr DRIP, annual income (after tax)
$417.45/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 $68.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BCOSX: 50%SPHD: 50%
100% SPHD50/50100% BCOSX
Portfolio after 10yr
$26.1K
Annual income
$531.22/yr
Blended yield
2.04%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BCOSX buys
0
SPHD buys
0
No recent congressional trades found for BCOSX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBCOSXSPHD
Forward yield3.84%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$25.7K$26.5K
Annual income after 10y$491.12$571.32
Total dividends collected$4.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBCOSX PortfolioBCOSX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,084$383.81$11,133$432.85$49.00SPHD
2$12,257$397.57$12,363$450.36$106.00SPHD
3$13,526$410.90$13,695$467.39$169.00SPHD
4$14,897$423.77$15,138$483.90$241.00SPHD
5$16,376$436.18$16,697$499.88$321.00SPHD
6$17,970$448.12$18,382$515.31$412.00SPHD
7$19,688$459.58$20,198$530.17$510.00SPHD
8$21,536$470.56$22,157$544.46$621.00SPHD
9$23,525$481.08$24,266$558.18$741.00SPHD
10$25,663$491.12$26,536$571.32$873.00SPHD

BCOSX vs SPHD: Complete Analysis 2026

BCOSXStock

The fund normally invests at least 80% of its net assets in the following types of U.S. dollar-denominated debt obligations: U.S. government and other public-sector entities; asset-backed and mortgage-backed obligations of U.S. and foreign issuers; corporate debt of U.S. and foreign issuers. It invests primarily in investment-grade debt obligations, but may invest up to 20% of its net assets in non-investment grade debt obligations (sometimes referred to as "high yield" or "junk" bonds).

Full BCOSX 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.