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BDHIX vs SPHD: Dividend Comparison 2026

BDHIX yields 8.12% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BDHIX wins by $7.7K in total portfolio value
10 years
BDHIX
BDHIX
● Live price
8.12%
Share price
$8.55
Annual div
$0.69
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$1,355.99
Full BDHIX 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 — BDHIX vs SPHD

📍 BDHIX 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 PeriodBDHIXSPHD
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, BDHIX + SPHD cover 0 of 12 monthsgood coverage

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

BDHIX
Annual income on $10K today (after 15% tax)
$689.80/yr
After 10yr DRIP, annual income (after tax)
$1,152.59/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, BDHIX beats the other by $666.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BDHIX: 50%SPHD: 50%
100% SPHD50/50100% BDHIX
Portfolio after 10yr
$30.4K
Annual income
$963.66/yr
Blended yield
3.17%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BDHIX buys
0
SPHD buys
0
No recent congressional trades found for BDHIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBDHIXSPHD
Forward yield8.12%4.33%
Annual dividend / share$0.69$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.2K$26.5K
Annual income after 10y$1,355.99$571.32
Total dividends collected$10.9K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBDHIX PortfolioBDHIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,512$811.53$11,133$432.85+$379.00BDHIX
2$13,190$873.08$12,363$450.36+$827.00BDHIX
3$15,049$934.97$13,695$467.39+$1.4KBDHIX
4$17,099$996.91$15,138$483.90+$2.0KBDHIX
5$19,355$1,058.63$16,697$499.88+$2.7KBDHIX
6$21,829$1,119.88$18,382$515.31+$3.4KBDHIX
7$24,538$1,180.44$20,198$530.17+$4.3KBDHIX
8$27,496$1,240.09$22,157$544.46+$5.3KBDHIX
9$30,719$1,298.67$24,266$558.18+$6.5KBDHIX
10$34,225$1,355.99$26,536$571.32+$7.7KBDHIX

BDHIX vs SPHD: Complete Analysis 2026

BDHIXStock

The fund may invest up to 100% of its assets in equity securities and up to 100% of its assets in fixed-income securities. It may also gain exposure to such equity securities and fixed-income securities by investing in BlackRock equity and/or fixed-income mutual funds ("underlying funds") and affiliated and unaffiliated ETFs. The fund may also invest up to 50% of its assets in structured notes that provide exposure to covered call options or other types of financial instruments.

Full BDHIX 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.