HomeCompareBEGIX vs SPHD

BEGIX vs SPHD: Dividend Comparison 2026

BEGIX yields 27.78% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BEGIX wins by $89.8K in total portfolio value
10 years
BEGIX
BEGIX
● Live price
27.78%
Share price
$16.96
Annual div
$4.71
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$116.3K
Annual income
$14,394.98
Full BEGIX 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 — BEGIX vs SPHD

📍 BEGIX 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 PeriodBEGIXSPHD
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, BEGIX + SPHD cover 0 of 12 monthsgood coverage

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

BEGIX
Annual income on $10K today (after 15% tax)
$2,361.11/yr
After 10yr DRIP, annual income (after tax)
$12,235.73/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, BEGIX beats the other by $11,750.11/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 BEGIX + SPHD for your $10,000?

BEGIX: 50%SPHD: 50%
100% SPHD50/50100% BEGIX
Portfolio after 10yr
$71.4K
Annual income
$7,483.15/yr
Blended yield
10.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BEGIX buys
0
SPHD buys
0
No recent congressional trades found for BEGIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBEGIXSPHD
Forward yield27.78%4.33%
Annual dividend / share$4.71$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$116.3K$26.5K
Annual income after 10y$14,394.98$571.32
Total dividends collected$77.0K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBEGIX PortfolioBEGIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$13,478$2,777.77$11,133$432.85+$2.3KBEGIX
2$17,920$3,498.89$12,363$450.36+$5.6KBEGIX
3$23,522$4,347.80$13,695$467.39+$9.8KBEGIX
4$30,503$5,333.66$15,138$483.90+$15.4KBEGIX
5$39,102$6,463.94$16,697$499.88+$22.4KBEGIX
6$49,583$7,744.13$18,382$515.31+$31.2KBEGIX
7$62,231$9,177.53$20,198$530.17+$42.0KBEGIX
8$77,353$10,765.11$22,157$544.46+$55.2KBEGIX
9$95,273$12,505.49$24,266$558.18+$71.0KBEGIX
10$116,337$14,394.98$26,536$571.32+$89.8KBEGIX

BEGIX vs SPHD: Complete Analysis 2026

BEGIXStock

The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It invests, under normal market conditions, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividends. The fund may also invest in U.S. traded common stocks of foreign companies, including American Depositary Receipts.

Full BEGIX 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.