HomeCompareBJBHX vs SPHD

BJBHX vs SPHD: Dividend Comparison 2026

BJBHX yields 6.41% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BJBHX wins by $4.1K in total portfolio value
10 years
BJBHX
BJBHX
● Live price
6.41%
Share price
$7.55
Annual div
$0.48
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.6K
Annual income
$964.89
Full BJBHX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — BJBHX vs SPHD

📍 BJBHX 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 PeriodBJBHXSPHD
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, BJBHX + SPHD cover 0 of 12 monthsgood coverage

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

BJBHX
Annual income on $10K today (after 15% tax)
$545.25/yr
After 10yr DRIP, annual income (after tax)
$820.16/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, BJBHX beats the other by $337.89/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 BJBHX + SPHD for your $10,000?

BJBHX: 50%SPHD: 50%
100% SPHD50/50100% BJBHX
Portfolio after 10yr
$28.5K
Annual income
$766.12/yr
Blended yield
2.69%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BJBHX buys
0
SPHD buys
0
No recent congressional trades found for BJBHX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBJBHXSPHD
Forward yield6.41%4.30%
Annual dividend / share$0.48$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.6K$26.5K
Annual income after 10y$964.89$567.37
Total dividends collected$8.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBJBHX PortfolioBJBHX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,341$641.47$11,130$430.50+$211.00BJBHX
2$12,815$679.93$12,357$447.82+$458.00BJBHX
3$14,430$718.02$13,687$464.65+$743.00BJBHX
4$16,196$755.62$15,126$480.98+$1.1KBJBHX
5$18,122$792.60$16,682$496.78+$1.4KBJBHX
6$20,220$828.85$18,362$512.03+$1.9KBJBHX
7$22,500$864.28$20,174$526.72+$2.3KBJBHX
8$24,973$898.80$22,127$540.84+$2.8KBJBHX
9$27,654$932.36$24,230$554.39+$3.4KBJBHX
10$30,554$964.89$26,493$567.37+$4.1KBJBHX

BJBHX vs SPHD: Complete Analysis 2026

BJBHXStock

The fund invests primarily in high income producing instruments, rated at the time of purchase below "BBB-" by Standard & Poor's Rating Service ("S&P"), or below "Baa3" by Moody's Investors Service, Inc. It normally invests in a diversified portfolio of high income producing securities. The fund may invest up to 20% of its net assets in global equity securities.

Full BJBHX 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.