HomeCompareBDMS vs SPHD

BDMS vs SPHD: Dividend Comparison 2026

BDMS yields 18.87% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $3.4K in total portfolio value· pulled ahead in Year 5
10 years
BDMS
BDMS
● Live price
18.87%
Share price
$10.60
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.1K
Annual income
$2.16
Full BDMS 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 — BDMS vs SPHD

📍 SPHD pulled ahead of the other in Year 5

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 PeriodBDMSSPHD
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, BDMS + SPHD cover 0 of 12 monthsgood coverage

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

BDMS
Annual income on $10K today (after 15% tax)
$1,603.77/yr
After 10yr DRIP, annual income (after tax)
$1.84/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 $483.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BDMS: 50%SPHD: 50%
100% SPHD50/50100% BDMS
Portfolio after 10yr
$24.8K
Annual income
$286.74/yr
Blended yield
1.16%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BDMS buys
0
SPHD buys
0
No recent congressional trades found for BDMS or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBDMSSPHD
Forward yield18.87%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$23.1K$26.5K
Annual income after 10y$2.16$571.32
Total dividends collected$2.0K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBDMS PortfolioBDMS Income/yrSPHD PortfolioSPHD Income/yrGap
1$11,643$943.40$11,133$432.85+$510.00BDMS
2$12,972$513.29$12,363$450.36+$609.00BDMS
3$14,147$267.22$13,695$467.39+$452.00BDMS
4$15,273$136.18$15,138$483.90+$135.00BDMS
5← crossover$16,411$68.70$16,697$499.88$286.00SPHD
6$17,595$34.50$18,382$515.31$787.00SPHD
7$18,843$17.28$20,198$530.17$1.4KSPHD
8$20,171$8.65$22,157$544.46$2.0KSPHD
9$21,587$4.33$24,266$558.18$2.7KSPHD
10$23,101$2.16$26,536$571.32$3.4KSPHD

BDMS vs SPHD: Complete Analysis 2026

BDMSStock

BDMS is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in BDMS shares.

Full BDMS 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.