HomeCompareBRG vs SPHD

BRG vs SPHD: Dividend Comparison 2026

BRG yields 30.15% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BRG wins by $413.00 in total portfolio value
10 years
BRG
BRG
● Live price
30.15%
Share price
$26.60
Annual div
$8.02
5Y div CAGR
-44%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.9K
Annual income
$12.52
Full BRG 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 — BRG vs SPHD

📍 BRG 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 PeriodBRGSPHD
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, BRG + SPHD cover 0 of 12 monthsgood coverage

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

BRG
Annual income on $10K today (after 15% tax)
$2,562.67/yr
After 10yr DRIP, annual income (after tax)
$10.64/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, SPHD beats the other by $474.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BRG: 50%SPHD: 50%
100% SPHD50/50100% BRG
Portfolio after 10yr
$26.7K
Annual income
$291.92/yr
Blended yield
1.09%
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Analyst Conviction Gap

Where Wall Street is most bullish on BRG right now

BRG
Analyst Ratings
4
Buy
6
Hold
Consensus: Hold
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)

BRG buys
0
SPHD buys
0
No recent congressional trades found for BRG or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBRGSPHD
Forward yield30.15%4.33%
Annual dividend / share$8.02$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-44%0%
Portfolio after 10y$26.9K$26.5K
Annual income after 10y$12.52$571.32
Total dividends collected$4.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBRG PortfolioBRG Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,388$1,688.35$11,133$432.85+$1.3KBRG
2$14,350$1,094.66$12,363$450.36+$2.0KBRG
3$16,018$663.63$13,695$467.39+$2.3KBRG
4$17,527$387.70$15,138$483.90+$2.4KBRG
5$18,976$222.02$16,697$499.88+$2.3KBRG
6$20,430$125.80$18,382$515.31+$2.0KBRG
7$21,931$70.89$20,198$530.17+$1.7KBRG
8$23,506$39.83$22,157$544.46+$1.3KBRG
9$25,174$22.34$24,266$558.18+$908.00BRG
10$26,949$12.52$26,536$571.32+$413.00BRG

BRG vs SPHD: Complete Analysis 2026

BRGStock

Bluerock Residential Growth REIT, Inc. (NYSE American: BRG) is a real estate investment trust that focuses on developing and acquiring a diversified portfolio of institutional-quality highly amenitized live/work/play apartment communities in demographically attractive knowledge economy growth markets to appeal to the renter by choice. The Company's objective is to generate value through off-market/relationship-based transactions and, at the asset level, through value-add improvements to properties and to operations. The Company is included in the Russell 2000 and Russell 3000 Indexes. BRG has elected to be taxed as a real estate investment trust (REIT) for U.S. federal income tax purposes. Bluerock Residential Growth REIT, Inc. operates as a subsidiary of Bluerock Multifamily Advisor, LLC.

Full BRG 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.