HomeCompareBGF vs SPHD

BGF vs SPHD: Dividend Comparison 2026

BGF yields 13.19% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BGF wins by $21.1K in total portfolio value
10 years
BGF
BGF
● Live price
13.19%
Share price
$15.16
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.7K
Annual income
$2,995.05
Full BGF 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 — BGF vs SPHD

📍 BGF 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 PeriodBGFSPHD
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, BGF + SPHD cover 0 of 12 monthsgood coverage

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

BGF
Annual income on $10K today (after 15% tax)
$1,121.37/yr
After 10yr DRIP, annual income (after tax)
$2,545.79/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, BGF beats the other by $2,060.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BGF: 50%SPHD: 50%
100% SPHD50/50100% BGF
Portfolio after 10yr
$37.1K
Annual income
$1,783.19/yr
Blended yield
4.81%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BGF buys
0
SPHD buys
0
No recent congressional trades found for BGF or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBGFSPHD
Forward yield13.19%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$47.7K$26.5K
Annual income after 10y$2,995.05$571.32
Total dividends collected$21.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBGF PortfolioBGF Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,019$1,319.26$11,133$432.85+$886.00BGF
2$14,343$1,481.92$12,363$450.36+$2.0KBGF
3$16,999$1,652.68$13,695$467.39+$3.3KBGF
4$20,020$1,830.66$15,138$483.90+$4.9KBGF
5$23,436$2,014.91$16,697$499.88+$6.7KBGF
6$27,281$2,204.43$18,382$515.31+$8.9KBGF
7$31,589$2,398.22$20,198$530.17+$11.4KBGF
8$36,395$2,595.25$22,157$544.46+$14.2KBGF
9$41,738$2,794.52$24,266$558.18+$17.5KBGF
10$47,654$2,995.05$26,536$571.32+$21.1KBGF

BGF vs SPHD: Complete Analysis 2026

BGFStock

The Blackstone/GSO Floating Rate High Income Fund is a closed-end fund incorporated in the USA. The Fund seeks current income by investing primarily in floating rate senior secured loans and other fixed-income instruments.

Full BGF 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.