HomeCompareBLUIX vs SPHD

BLUIX vs SPHD: Dividend Comparison 2026

BLUIX yields 4.45% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BLUIX wins by $228.00 in total portfolio value
10 years
BLUIX
BLUIX
● Live price
4.45%
Share price
$15.76
Annual div
$0.70
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.8K
Annual income
$592.61
Full BLUIX 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 — BLUIX vs SPHD

📍 BLUIX 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 PeriodBLUIXSPHD
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, BLUIX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BLUIX pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

BLUIX
Annual income on $10K today (after 15% tax)
$378.62/yr
After 10yr DRIP, annual income (after tax)
$503.72/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, BLUIX beats the other by $18.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BLUIX: 50%SPHD: 50%
100% SPHD50/50100% BLUIX
Portfolio after 10yr
$26.6K
Annual income
$581.97/yr
Blended yield
2.18%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BLUIX buys
0
SPHD buys
0
No recent congressional trades found for BLUIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBLUIXSPHD
Forward yield4.45%4.33%
Annual dividend / share$0.70$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.8K$26.5K
Annual income after 10y$592.61$571.32
Total dividends collected$5.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBLUIX PortfolioBLUIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,145$445.43$11,133$432.85+$12.00BLUIX
2$12,390$463.97$12,363$450.36+$27.00BLUIX
3$13,739$482.03$13,695$467.39+$44.00BLUIX
4$15,200$499.55$15,138$483.90+$62.00BLUIX
5$16,781$516.53$16,697$499.88+$84.00BLUIX
6$18,488$532.93$18,382$515.31+$106.00BLUIX
7$20,331$548.75$20,198$530.17+$133.00BLUIX
8$22,318$563.97$22,157$544.46+$161.00BLUIX
9$24,459$578.59$24,266$558.18+$193.00BLUIX
10$26,764$592.61$26,536$571.32+$228.00BLUIX

BLUIX vs SPHD: Complete Analysis 2026

BLUIXStock

Under normal market conditions, the fund will seek growth through capital appreciation by investing in individual securities and shares of other investment companies, including exchange-traded funds ("ETFs"), open-end mutual funds, and closed-end funds. It may hold equity securities, either directly or indirectly, of all capitalizations, and may indirectly hold fixed-income securities of all credit qualities.

Full BLUIX 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.