HomeCompareBFOCX vs SPHD

BFOCX vs SPHD: Dividend Comparison 2026

BFOCX yields 5.56% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BFOCX wins by $2.3K in total portfolio value
10 years
BFOCX
BFOCX
● Live price
5.56%
Share price
$35.99
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.8K
Annual income
$792.35
Full BFOCX 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 — BFOCX vs SPHD

📍 BFOCX 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 PeriodBFOCXSPHD
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, BFOCX + SPHD cover 0 of 12 monthsgood coverage

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

BFOCX
Annual income on $10K today (after 15% tax)
$472.35/yr
After 10yr DRIP, annual income (after tax)
$673.50/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, BFOCX beats the other by $187.88/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BFOCX: 50%SPHD: 50%
100% SPHD50/50100% BFOCX
Portfolio after 10yr
$27.7K
Annual income
$681.84/yr
Blended yield
2.46%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BFOCX buys
0
SPHD buys
0
No recent congressional trades found for BFOCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBFOCXSPHD
Forward yield5.56%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.8K$26.5K
Annual income after 10y$792.35$571.32
Total dividends collected$6.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBFOCX PortfolioBFOCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,256$555.71$11,133$432.85+$123.00BFOCX
2$12,628$584.57$12,363$450.36+$265.00BFOCX
3$14,125$612.94$13,695$467.39+$430.00BFOCX
4$15,755$640.75$15,138$483.90+$617.00BFOCX
5$17,525$667.91$16,697$499.88+$828.00BFOCX
6$19,446$694.38$18,382$515.31+$1.1KBFOCX
7$21,528$720.09$20,198$530.17+$1.3KBFOCX
8$23,780$745.01$22,157$544.46+$1.6KBFOCX
9$26,213$769.11$24,266$558.18+$1.9KBFOCX
10$28,841$792.35$26,536$571.32+$2.3KBFOCX

BFOCX vs SPHD: Complete Analysis 2026

BFOCXStock

The fund invests primarily in common stocks that are selected for their long-term growth potential. It may invest in companies of any size. The fund concentrates its investments in the electronic technology industry, which means more than 25%, and as much as 100%, of the fund's total assets can be invested in that particular industry. It may invest without limitation in foreign securities and certain types of exchange traded funds. The fund is non-diversified.

Full BFOCX 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.