HomeCompareBFTIX vs SPHD

BFTIX vs SPHD: Dividend Comparison 2026

BFTIX yields 4.60% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BFTIX wins by $502.00 in total portfolio value
10 years
BFTIX
BFTIX
● Live price
4.60%
Share price
$57.87
Annual div
$2.66
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.0K
Annual income
$618.32
Full BFTIX 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 — BFTIX vs SPHD

📍 BFTIX 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 PeriodBFTIXSPHD
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, BFTIX + SPHD cover 0 of 12 monthsgood coverage

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

BFTIX
Annual income on $10K today (after 15% tax)
$391.33/yr
After 10yr DRIP, annual income (after tax)
$525.57/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, BFTIX beats the other by $39.95/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BFTIX: 50%SPHD: 50%
100% SPHD50/50100% BFTIX
Portfolio after 10yr
$26.8K
Annual income
$594.82/yr
Blended yield
2.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BFTIX buys
0
SPHD buys
0
No recent congressional trades found for BFTIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBFTIXSPHD
Forward yield4.60%4.33%
Annual dividend / share$2.66$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.0K$26.5K
Annual income after 10y$618.32$571.32
Total dividends collected$5.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBFTIX PortfolioBFTIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,160$460.39$11,133$432.85+$27.00BFTIX
2$12,422$480.20$12,363$450.36+$59.00BFTIX
3$13,791$499.51$13,695$467.39+$96.00BFTIX
4$15,275$518.29$15,138$483.90+$137.00BFTIX
5$16,880$536.49$16,697$499.88+$183.00BFTIX
6$18,616$554.10$18,382$515.31+$234.00BFTIX
7$20,490$571.10$20,198$530.17+$292.00BFTIX
8$22,512$587.47$22,157$544.46+$355.00BFTIX
9$24,691$603.22$24,266$558.18+$425.00BFTIX
10$27,038$618.32$26,536$571.32+$502.00BFTIX

BFTIX vs SPHD: Complete Analysis 2026

BFTIXStock

The fund invests primarily in equity securities in the form of common stock of U.S. large-sized growth companies. The Adviser seeks to invest in businesses the adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.

Full BFTIX 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.