Is BKGFY or SPHD a better dividend investment in 2026?

BKGFY currently yields 1.85% with a 5% 5-year dividend growth rate. SPHD yields 4.30% with 5% growth. The better choice depends on your goal: SPHD offers higher current income.

What is the dividend yield difference between BKGFY and SPHD?

BKGFY has a forward dividend yield of 1.85% ($0.17/share annually). SPHD yields 4.30% ($2.14/share annually). The yield gap is 2.45 percentage points.

Home › Compare › BKGFY vs SPHD

BKGFY vs SPHD: Dividend Comparison 2026

BKGFY yields 1.85% · SPHD yields 4.30%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 BKGFY wins by $5.46M in total portfolio value· pulled ahead in Year 2

INVESTMENT

TIME HORIZON10 years

BKGFY

● Live price

1.85%

Share price

$9.17

Annual div

$0.17

5Y div CAGR

86.1%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$5.49M

Annual income

$4,527,167.37

Full BKGFY calculator →

SPHD

● Live price

4.30%

Share price

$49.61

Annual div

$2.14

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.5K

Annual income

$567.37

Full SPHD calculator →

Portfolio growth — BKGFY vs SPHD

📍 BKGFY pulled ahead of the other in Year 2

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 Period	BKGFY	SPHD
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, BKGFY + SPHD cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

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Oct

—

Nov

—

Dec

—

BKGFY 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.

BKGFY

Annual income on $10K today (after 15% tax)

$157.58/yr

After 10yr DRIP, annual income (after tax)

$3,848,092.26/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, BKGFY beats the other by $3,847,610.00/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 BKGFY + SPHD for your $10,000?

BKGFY: 50%SPHD: 50%

100% SPHD50/50100% BKGFY

Portfolio after 10yr

$2.76M

Annual income

$2,263,867.37/yr

Blended yield

82.06%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on SPHD right now

BKGFY

Analyst Ratings

Sell

Consensus: Sell

Altman Z

3.7

Piotroski

6/9

SPHD

No analyst data

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BKGFY buys

SPHD buys

No recent congressional trades found for BKGFY or SPHD in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricBKGFYSPHD

Forward yield	1.85%	4.30% ✓
Annual dividend / share	$0.17	$2.14 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	86.1% ✓	0%
Portfolio after 10y	$5.49M	$26.5K ✓
Annual income after 10y	$4,527,167.37 ✓	$567.37
Total dividends collected	$5.39M ✓	$5.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BKGFY Portfolio	BKGFY Income/yr	SPHD Portfolio	SPHD Income/yr	Gap
1	$11,045	$345.01	$11,130	$430.50	$85.00 → SPHD
2← crossover	$12,481	$662.76	$12,357	$447.82	+$124.00 → BKGFY
3	$14,657	$1,302.56	$13,687	$464.65	+$970.00 → BKGFY
4	$18,344	$2,660.50	$15,126	$480.98	+$3.2K → BKGFY
5	$25,419	$5,791.11	$16,682	$496.78	+$8.7K → BKGFY
6	$41,155	$13,957.06	$18,362	$512.03	+$22.8K → BKGFY
7	$83,339	$39,303.02	$20,174	$526.72	+$63.2K → BKGFY
8	$227,597	$138,424.42	$22,127	$540.84	+$205.5K → BKGFY
9	$901,026	$657,496.80	$24,230	$554.39	+$876.8K → BKGFY
10	$5,491,265	$4,527,167.37	$26,493	$567.37	+$5.46M → BKGFY

BKGFY vs SPHD: Complete Analysis 2026

BKGFY — Stock

The Berkeley Group Holdings plc, together with its subsidiaries, engages in the residential-led and mixed-use property development activities in the United Kingdom. It operates under the Berkeley, St Edward, St George, St James, St Joseph, and St William brand names. The company was founded in 1976 and is headquartered in Cobham, the United Kingdom.

Full BKGFY Calculator →

SPHD — ETF

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.