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BPGIX vs SPHD: Dividend Comparison 2026

BPGIX yields 10.09% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BPGIX wins by $12.5K in total portfolio value
10 years
BPGIX
BPGIX
● Live price
10.09%
Share price
$27.73
Annual div
$2.80
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.0K
Annual income
$1,902.94
Full BPGIX 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 — BPGIX vs SPHD

📍 BPGIX 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 PeriodBPGIXSPHD
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, BPGIX + SPHD cover 0 of 12 monthsgood coverage

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

BPGIX
Annual income on $10K today (after 15% tax)
$857.96/yr
After 10yr DRIP, annual income (after tax)
$1,617.50/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, BPGIX beats the other by $1,131.88/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BPGIX: 50%SPHD: 50%
100% SPHD50/50100% BPGIX
Portfolio after 10yr
$32.8K
Annual income
$1,237.13/yr
Blended yield
3.78%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BPGIX buys
0
SPHD buys
0
No recent congressional trades found for BPGIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBPGIXSPHD
Forward yield10.09%4.33%
Annual dividend / share$2.80$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$39.0K$26.5K
Annual income after 10y$1,902.94$571.32
Total dividends collected$14.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBPGIX PortfolioBPGIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,709$1,009.37$11,133$432.85+$576.00BPGIX
2$13,634$1,104.58$12,363$450.36+$1.3KBPGIX
3$15,790$1,201.96$13,695$467.39+$2.1KBPGIX
4$18,196$1,301.00$15,138$483.90+$3.1KBPGIX
5$20,871$1,401.18$16,697$499.88+$4.2KBPGIX
6$23,834$1,502.02$18,382$515.31+$5.5KBPGIX
7$27,106$1,603.04$20,198$530.17+$6.9KBPGIX
8$30,707$1,703.81$22,157$544.46+$8.6KBPGIX
9$34,660$1,803.90$24,266$558.18+$10.4KBPGIX
10$38,989$1,902.94$26,536$571.32+$12.5KBPGIX

BPGIX vs SPHD: Complete Analysis 2026

BPGIXStock

The Advisor pursues the fund's objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in a non-diversified portfolio of equity and equity-related securities issued by U.S. and non-U.S. companies of any capitalization size. It is non-diversified.

Full BPGIX 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.